Independent thinking
We never compromise on quality or objectiveness to deliver trusted, high conviction insights
How we help DIY investors
We provide individual investors with the information, tools and thought leadership to help them navigate Australia’s investment product landscape. Whether your goal is construct and manage your own high-quality, multi-asset portfolio or simply get more value from your superannuation, Lonsec’s breadth and depth of institutional grade research can help you build your wealth and meet your investment objectives.
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
Michael Wright | Chief Executive Officer, Lonsec
Michael joined Lonsec in July 2021 as CEO. He has over 25 years’ experience in leading businesses and teams within Financial Services, across financial advice, private banking, wealth management, superannuation and retail banking.
Michael joined Lonsec from Xplore Wealth, where as CEO he led the transformation of the Xplore, upgrading the business, which resulted a successful friendly takeover to Hub24. At BT and Westpac, most recently as General Manager, BT Financial Advice, Michael successfully lead large teams across the Banks key client segments, responsible for change, leadership and strategy. Michael also worked at ANZ as Head of Alternative Investments and Head of Distribution for Banking Products.
Throughout Michael’s career, he has used his leadership, communication skills and commitment to a client first ethos, to build values based cultures, inspire high performance teams whilst developing strong relationships with all key stakeholders.
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.
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.
Kevin Brennan | Chief Information Officer, Lonsec Group
The SMSF Investor
Graham Parkes
BEc
Graham is Head of SMSF Engagement at Lonsec, and has overall responsibility for The SMSF Investor, as its creator and curator.
Graham has been involved with both financial markets and SMSFs for over 20 years, with a unique mix of experience across many facets of the industry including global macro analysis & investment management, but also SMSF technical strategies dating way back to pre-2000 when SMSFs were a much smaller segment of superannuation. Most recently this included 6 years as the Chief Investment Officer and SMSF Strategist at a boutique investment management firm, where the vast majority of clients were SMSFs. It is this unique mix of global macro analysis & investment management, along with SMSF technical experience at the coalface that provides Graham with the ideal background for the oversight of The SMSF Investor. Graham has a degree in Economics, majoring in Macroeconomics and Econometrics, and is a member of the Economic Society of Australia.
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.