Businesss Partners

We pride ourselves on the strong relationships we develop, not only with our valued clients, our people and our community, but also with our business partners.

Lonsdale Financial Group is regarded as one of Australia’s premier financial planning licensee groups, providing quality services to its network of over 130 financial planning practices incorporating more than 250 financial planners and aligned accountants across Australia.

Our strong partnership and close working relationship with Lonsdale as our licensee of choice, ensures our financial planning team has the necessary practice support they require to always provide high quality advice in the best interest of their clients.

Class Super’s technological advancements have helped it become a market leader in SMSF administration through out the Australian Financial Services industry, giving us the necessary tools to deliver up to date, cost effective  and most importantly, accurate administration services to our Self-Managed Super clients.
Our SMSF clients under our ongoing service arrangement have access to their portfolios 24/7 through our cloud based service. 

Lonsec research team provide us with the necessary research on all managed funds that are recommended by our qualified financial planners.
Lonsec stockbroking also provide recommendations on share portfolios within the ASX top 200 companies.

Ord Minnett has become our preferred share-trading partner, providing us with up to date research and expert advice on share portfolios recommended to our valued clients through our financial planning team.

MYOB is our preferred accounting software for small business owners providing an award winning cloud based service to our clients.
according to CANSTAR. MYOB received 5 star ratings for overall customer satisfaction and product features.

Our Chartered Accountants are proud of our heritage with CA’s being well respected within the Accounting profession.

Our licenced financial planners are members of the Financial Planning Association which is the largest professional body representing financial planners across Australia. Members of the FPA must meet stricter criteria and higher standards than those required by law. CERTIFIED FINANCIAL PLANNER® professionals have gone one step further to achieve the highest qualification in financial planning worldwide. 

The SMSF Association is Australia’s leading and most up-to-date resource for the SMSF sector, and the peak professional body for our SMSF practitioners to enhance and maintain their skills to remain at the forefront of the industry. 

The National Tax and Accountants’ Association Ltd. (NTAA) is a not for profit association dedicated to assisting accountants, tax agents, tax advisers, and businesses in resolving their tax issues. 

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Red Lion Advisory Pty Ltd

47 High Street, Bendigo VIC 3550
PO Box 401, Bendigo VIC 3552

ABN 48 625 234 942

John Archibald, Lucy Hateley & Red Lion Wealth Advisory are authorised representatives of Lonsdale Financial Group Ltd
ABN: 76 006 637 225 AFSL: 246934.

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