Lonsec   ⟩   About Us

We provide financial product research and investment insights to empower your financial advice

The wealth creation sector is evolving at a rapid pace, with significant growth in the number of financial products being brought to market and a transformation in financial advice delivery.

Our mission is to help you leverage your knowledge and expertise, and to equip you with the tools and insights needed to deliver high-quality, tailored financial advice solutions.

The challenge

Navigating the product universe

There is a vast number of financial products on offer and it is growing every year

Finding the best solution

There are many factors (qualitative and quantitative) that impact financial product performance – finding the most suitable solution can be a daunting process

Scaling Resource

Financial advisers need the resources to assess individual products and to create targeted solutions for clients

Our solutions


Our market leading tools and investment research allow you to navigate the listed and unlisted financial product universe

Create high-quality investment solutions based on your client’s investment objectives

The largest Australian based team of investment
research analysts

Enjoy the benefits of a deep and diverse financial product market without the complexity

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 clients

Client-focused

Our culture puts the client at the core and focuses on helping them achieve their goals

Innovative

We anticipate market needs and opportunities and develop contemporary solutions

Collaborative

We build great relationships and work in partnership with our clients and colleagues

Independent thinkers

We never compromise on quality or objectiveness to deliver trusted, high conviction insights

Meet the Team

We have some of the most reputable people in the industry working at Lonsec Research. Here is an overview of our talent as well as some information on their contribution to the financial services industry.