Lonsec significantly expands its distribution and client engagement team

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Lonsec has made a number of key hires within its distribution and client engagement team, in order to provide more support to advisors and their practices.

John Burton has been appointed Head of Sales and is based in Lonsec’s Sydney Office. Previously National Sales Manager at OnePath, John was most recently Founder and Director of Clarity Wealth, a financial planning consultancy delivering a range of financial advice. John offers over 25 years’ experience in the industry.

Lonsec has also added two Transition Consultants. The newly created roles will assist practices transform their businesses through the efficient implementation of research and reporting solutions, as well as managed accounts. Brendan Tully has deep experience of the advice industry having worked at BT, Westpac and AMP over the past twenty years. Brendan is based in Adelaide. Sean Newman joins from Commonwealth Financial Planning and has over 25 years’ experience, including time with Mercer and Aon Wealth. Sean is based in Melbourne.

Head of Sales and Marketing at Lonsec, Rob Hardy, said ”These key additions to our team are genuinely seasoned professionals, with a deep understanding of the challenges faced by advisors and their practices. All were chosen for their in-depth knowledge of the provision of advice, and we look forward to helping drive genuine efficiencies and results for all of our clients.”

Further to these roles, the Sales team has been increased from four to six with the addition of dedicated staff for QLD and WA/SA. These new appointments are in addition to the four existing positions in Sydney and Melbourne.

Recently appointed CEO, Mike Wright, said “Lonsec is continuing to build out its Research, Consulting and Managed Account capabilities, including expanded coverage across platforms. With inflows for many months now, well in excess of $100M p.m. it was clear that we needed to expand our team and capabilities, in order to support the growing number of clients”.

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