Stockbroking Services

Lonsec provides specialist stockbroking services and research to financial advisers, to ensure than you have the in-depth knowledge to prepare relevant and up-to-the-minute proposals for the given risk profile of your clients.

The two areas of service work closely so that you can obtain both information and insight into stocks, and the means to act upon that knowledge to obtain optimal results.

While Lonsec offers a full service stockbroking facility to financial advisers, we can tailor our services to suit your needs. To learn more about our tailored services, please email us or call:

Melbourne desk – 1800 649 518 or
Sydney desk – 1800 155 514

Our stockbroking services include:

• Investment advice – objective advice as required

• Web-based information – research and portfolio management tools and services via our secure internet site more detail
• Model portfolios – Lonsec offers core and income model portfolios, which have historically provided excellent returns* more detail
• Portfolio reviews – we can review existing clients’ portfolios and make appropriate recommendations, as well as provide advice about the establishment of new portfolios
• Execution – transaction and settlement services
• Holistic end-to-end processing – our services fully integrate with XPLAN financial planning software
• Corporate action advice – timely advice on corporate actions

* Model Portfolios are notional portfolios. Past performance is not an indicator of future performance.