Lonsec is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to investment and advice solutions.

How we help Fund Managers

Our mission is to help build a more robust financial services market by promoting greater transparency and giving financial advisers the information they need to confidently recommend investment products and utilise them appropriately in a portfolio context. By undergoing Lonsec’s review process, a fund manager is committing to a rigorous and objective analysis of their product’s capabilities, enabling financial advisers to better understand how their product works and its ability to meet its stated objectives.

We believe the key to our success lies in our people. Our team of over 40 analysts are able to have deeper conversations with investment teams to understand the key qualitative and quantitative drivers of fund performance, ensuring that all relevant information is made available to advisers through the convenience of our market-leading iRate® platform.

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.

Independent thinking

We never compromise on quality or objectiveness to deliver trusted, high conviction insights

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

National Sales Team

Steven Jessop | Head of Licencee and IFA Sales

E: Steven.Jessop@lonsec.com.au

M: +61 422 014 888

Michael Kloeckner | Western Australia, ACT, NSW & Metropolitan Sydney

E: Michael.Kloeckner@lonsec.com.au

M: +61 488 188 309

Chris Schroder | Tasmania, SE Victoria, Metropolitan Melbourne

E: Chris.Schroder@lonsec.com.au

M: +61 423 736 705

Jeremy Weber | South Australia, Regional VIC & Metropolitan Melbourne

E: Jeremy.Weber@lonsec.com.au

M: +61 410 609 277

Tony Nejasmic | Head of Wealth Management Sales

E: Tony.Nejasmic@lonsec.com.au

M: +61 404 873 742

Tom Akay | Fund Managers

E: Tom.Akay@lonsec.com.au

M: +61 437 418 477

Phillip Hunt | Super Funds

E: Phillip.Hunt@lonsec.com.au

M: +61 404 846 366

Testimonials

It was evident to us that SuperRatings have market leading insights when it comes to the superannuation industry in Australia, and we would recommend them to any Fund considering undertaking a strategic review.

Fabian RossCEO - WA Super

The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

Peter HastieStinson Hastie & Co

We use Lonsec’s expertise in our Investment Committee to drive our SMA portfolios. Importantly, the Lonsec team are great to work with. We have found that our relationship with Lonsec is based on trust and a collaborative, team approach to doing business.

Dr John MorrisonValant Capital Partners

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.