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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Mr Hardy joins Lonsec after seven years at Clime Asset Management, most recently as Chief Operating Officer, and brings over 30 years of experience in sales, marketing and business leadership across a number of industries, including as head of the International Direct Marketing Division of Time Warner.

As Executive Director, Mr Hardy will lead Lonsec’s combined sales and marketing efforts, supported by an experienced team of relationship managers, client service professionals and marketers.

“I’m very pleased to announce Rob as our new Executive Director of Sales and Marketing,” said Lonsec CEO Charlie Haynes. “Rob’s wealth of experience both inside and outside the financial services domain will allow us to have deeper conversations with our clients to better understand their needs during a critical time for the industry.”

The appointment forms part of Lonsec’s new executive structure which establishes greater unity between the Lonsec Research, SuperRatings and Investment Solutions businesses, to provide more holistic investment solutions.

“I’m very excited about the opportunities for Lonsec within a financial services industry undergoing significant change,” said Mr Hardy. “I look forward to leveraging the strong relationships we have with advisers, fund managers and super funds, and driving the continued evolution of our investment research and tools in line with the industry’s future needs.”

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