Providing Choice in Investments

We use Lonsec’s universe of recommended grade and above listing of wholesale and retail trusts and property syndicates as the basis of our Approved Product List (APL). Additional research is also available to our Investment Committee from a range of trusted organisations, experts and asset consultants for quality assurance and risk management.

Our Investment Committee is open to suggestions from within the network of additional products to be considered for our recommended list.

By having access to a suite of master trusts and IDPS platforms, our advisers have a broad choice of options available to them to suit their and their clients’ needs while increasing the value of their business

Professional Development and Training

We see professional development and training as fundamental to success. To ensure you reach your CPD points requirements and stay up-to-date in the current environment, we provide regular and formal training.

We host an annual conference each year to be attended by all Authorised Representatives. The conference program is balanced between a strong technical focus and a strong business and practice development focus. This provides a significant opportunity to access professional development and training, while further strengthening the relationships and collaboration across the LFG group of practices over a few days.

Our Authorised Representatives can be confident that ASIC, FPA and AFA training requirements are met. We provide online training via L@MP, which ensures optimised professional development and training specific to the Authorised Representative’s market and situation.

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