I Am a Financial Adviser

As the advice industry evolves, more demands are being placed on advisers, especially when it comes to demonstrating the quality and depth of advice. Lonsec Fiscal allows you to leverage your knowledge and expertise, giving you the tools you need to generate better investment outcomes.

Click here to find out more about what we offer for financial advisers. Or speak to our Client Services team on 03 9623 6300.

Funds Research Products

Lonsec Research delivers quality and timely investigative research and advice to finance professionals. We cover an expansive array of investment products, from managed funds and mainstream offerings through to alternative investments and listed income securities.

Equities Research Products

Lonsec Research's web-based research service enables users to quickly find and review key statistics and reports on a range of listed investments. This includes comprehensive retail focused research on ASX-200 companies, as well as corporate action, ETFs, and a range of other equities products.

Managed Accounts

Lonsec Research's Managed Portfolio Service is a Managed Discretionary Account (MDA) service that provides your clients with access to our direct investment model portfolios. Combined with Lonsec Research's Portfolio Administration Service (PAS), our managed accounts can provide a fully outsourced solution to you and your client.

Investment Consulting

Lonsec Research’s leading team of investment consultants deliver tailored, client-driven insights and analysis for financial advisers, dealer groups and superannuation funds. Lonsec Investment Consulting’s services include core managed fund model portfolios, strategic asset allocation advice and a range of historical asset class and benchmark data.

Retirement Solutions

Lonsec Retire provides financial advisers with access to leading investment tools and insights to enable their clients to better manage their savings through retirement and achieve their investment goals. Lonsec Retire offers a full suite of retirement investing services, including the latest research and strategic insights, practical retirement solutions, and objectives-based portfolio modelling tools.

Tools

Lonsec Fiscal's group of businesses offers a wide range of tools to enable financial advisers and fund managers to achieve better investment outcomes for their clients. The iRate platform provides access to the full suite of Lonsec Research analysis and investment tools, while applications such as the Superannuation Market Analysis Research Technology (SMART) tool allows users to directly compare super funds by analysing investment performance and a range of other metrics.