Independent thinking
We never compromise on quality or objectiveness to deliver trusted, high conviction insights
What we do
We connect financial advisers, fund managers, super funds and individuals with the tools, data and thought leadership to make better investment decisions, grow their funds, engage better with members, and meet their best interest obligations.
Client focus
We build real relationships with our clients to help them be better at what they do
Award winning research
Our investment research and tools are recognised as the best in the market
Experienced team
Our insights are backed by our team’s depth of knowledge and wealth of industry experience
Real insights
We provide high-conviction, actionable insights that add real value to your investment decisions
Our values
Our values are an essential part of who we are, and inform our vision as a business as well as how we work with our clients and each other. We believe strongly in responsible action, supporting the integrity of the financial services industry, and maintaining the highest standards of professional and ethical conduct.
Integrity
We stand behind our promises and always do the right thing by our people and client
Client focus
Our culture puts the client at the core and focuses on helping then achieve their goals
Innovation
We anticipate market needs and opportunities and develop contemporary solutions
Collaboration
We build great relationships and work in partnership with our clients and colleagues
Our Executive Team
Charlie HaynesLorraine RobinsonLukasz de PourbaixKirby RappellRob HardyBenjamin ElsworthAmanda Smerdon
Charlie Haynes | Chief Executive Officer, Lonsec Group
MBA, BA (Hons), Adv Dip FS (FP)
Charlie has a long and distinguished career in the finance industry, including exposure to systems, project management and management consultancy before co-founding Paragem in 2005. The Paragem businesses comprising Paragem Pty Ltd, a highly ethical and professional licensee for independently-minded, professional advice business, and Paragem Dealer Services, a leader in the provision of licensee support services to third party AFSL holders, were successfully sold to HUB24 and Netwealth respectively. Paragem was a client of Lonsec Research from inception and an early adopter of professionally managed portfolios and SMAs, allowing advisers and their clients to benefit from the expertise and resources of the leading research houses on a continuous basis, while enabling advisers to offer more efficient, systematised and less dependent service offerings. Prior to establishing Paragem Charlie was the Managing Director of FIS-AU, a funds management and life insurance software business, headed up the Financial Services and Wealth Management divisions of WorldGroup Consulting, and previously worked for Bankers Trust Australia. Charlie was also the Managing Director of Implemented Portfolios, an Individually Managed Account portfolio construction and investment management business. Charlie has a successful track record in developing conceptual business propositions, defining and leading strategic business initiatives, and operational improvement through business process re-engineering and technology implementation. Charlie holds a Masters Degree in Business Administration, a Bachelor of Arts (Honours) degree in Systems Analysis and an Advanced Diploma of Financial Services (Financial Planning).
Lorraine Robinson | Executive Director, Lonsec Research
Lorraine joined Lonsec in December 2019 to lead the Lonsec Research team. She has extensive experience in financial markets, across investment research, funds management and investor relations.
She joined Lonsec from Evans & Partners, where she was most recently the Chief Operating Officer of the Corporate and Institutional business. Her 10 year tenure included time as Head of Research and as a Senior Investment Analyst. Previously she developed her own investor relations and consulting practice, gaining experience across a number of different industries including financial services, media and communications and technology. She was a successful Research Analyst at JBWere and gained experience in both funds management and investment banking at Macquarie Bank.
Lukasz de Pourbaix | Executive Director & Chief Investment Officer, Lonsec Investment Solutions
BCom, CIMA
Lukasz leads the Lonsec Investment Solutions Pty Limited (LIS) business as Executive Director & Chief Investment Officer. LIS harnesses Lonsec’s broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also Chairman of Lonsec’s Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees.
Prior this, Lukasz was Lonsec’s General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 19 years’ industry experience commencing his research career at ING Australia where he was Research Manager. Prior to ING, he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation.
Kirby Rappell | Executive Director, SuperRatings
BCom, CFA
Kirby was appointed Chief Executive Officer of SuperRatings in October 2017 and is responsible for setting SuperRatings strategy and ensuring we continue to provide the best possible Ratings, Research, Consulting and insights to our clients. He has worked to build a strong relationship with funds, service providers and key industry stakeholders to ensure we have a strong understanding of the market, and communicating back to the market where opportunities for uplift in value for super fund members exist. Kirby has been with SuperRatings since 2008. During his time at SuperRatings, Kirby has work as a Quantitative Analyst before becoming responsible for our Research team in 2011. Kirby has a Bachelor of Commerce from the University of Sydney (Finance and Accounting) and is a CFA Charterholder.
Rob Hardy | Executive Director, Sales & Marketing, Lonsec Group
BA (Hons)
Rob is responsible for the Sales, Marketing and Client Services functions at Lonsec. He strongly believes that effective integration of the 3 functions is must for both sourcing new clients and more importantly looking after those clients that the company already has. The effective use of systems as well as employing and retaining people with service mentality is key to this successful outcome. Rob joined Lonsec in late 2018, following 7 years with Clime Asset Management, where he was most recently Chief Operating Officer. Rob has over 30 years’ experience in sales and marketing, across a range of industries, including the entertainment business, where he previously ran the International Direct Marketing business for Time Warner, up to and through the purchase by private equity group Ripplewood Holdings. Rob is well known in the marketing community within Australia and has sat on the board of the Australian Direct Marketing Association. He was awarded the title of Australian Direct Marketer of the Year in 2004.
Benjamin Elsworth | Chief Technology Officer, Lonsec Group
MBA (Sec Mgt), GCert Risk Mgt, BA.
Benjamin is a Technology and Product strategist with an extensive career in consulting, finance, banking, and data, spanning across Australia, the United States, Germany, and Switzerland. He specialises in market-focused, data driven products, and process automation. Since 2009, much of Benjamin’s focus has been on introducing new products and companies to multinational markets utilising distributed teams. Benjamin believes in people-centric leadership and aligning personal and corporate aspirations. His extra-curricular research centres around applications of the Quality Teaching Framework and the importance of meta language in a corporate leadership paradigm.
Amanda Smerdon | Chief Financial Officer, Lonsec Group
Amanda joined Lonsec in February 2019 and is responsible for both Finance and Operations. As CFO, Amanda is responsible for finance, legal, risk & compliance, human resources and office management. With experience working in a range of industries, Amanda’s focus, as a business partner, is on delivering value across both strategic and operational initiatives. Amanda has successfully overseen a number of finance transformations and strategic financial projects.
Prior to joining Lonsec, Amanda was CFO for Riversdale Group, a private-equity owned Pub Fund, where she oversaw the divestment of numerous assets. She started her career at PwC and has also worked at CIMIC Limited (formerly Leighton Holdings Ltd). Amanda holds a Master of Business Administration from Macquarie University, a Bachelor of Business, majoring in Accounting from the University of Technology Sydney and is a member of the Institute of Chartered Accountants Australia & New Zealand.
National Sales Team
Steven Jessop | Head of Licencee and IFA Sales
Regions:
- Sydney metro & northern NSW
- Brisbane metro & southern QLD
- WA
E: Steven.Jessop@lonsec.com.au
M: +61 422 014 888
Neil Pattinson | Business Development Manager
Regions:
- Sydney metro & southern NSW
- Brisbane metro & northern QLD
- ACT
E: Neil.Pattinson@lonsec.com.au
M: +61 439 900 280
Chris Schroder | Head of Business Development
Regions:
- Melbourne metro & southern VIC
- TAS
E: Chris.Schroder@lonsec.com.au
M: +61 423 736 705
Jeremy Weber | Business Development Manager
Regions:
- Melbourne metro & northern VIC
- SA
M: +61 410 609 277
Tom Akay | Head of Relationship Management (Fund Managers)
M: +61 437 418 477
Rohan Brotherson | Business Development Manager (Fund Managers)
E: Rohan.Brotherson@lonsec.com.au
M: + 61 435 266 100
Testimonials
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