Celebrating over 30 years of partnership, professionalism and community
Lonsdale has been working with accountants to build their aligned financial planning businesses for over 30 years. Our experience in this area means we understand what it takes for accounting practices to establish and execute their financial planning and strategic advice businesses, giving them the tools and resources they need for long term growth and success.
Lonsdale was established in 1985 in Geelong, Victoria. The two founding members, Andrew Wheeler, a practising financial planner/accountant and Richard Mika, a software/programming consultant developed the business to provide research and software solutions to financial planning practices.
The name was chosen after a street in Melbourne “Lonsdale Street” which in turn had been named after a Captain William Lonsdale who was the first Police Magistrate of Port Phillip (1836). The name symbolises leadership, resilience, clarity of direction, guidance and advice and assistance as required when running an advice practice. This gives you the confidence to run a successful advice practice.
For more information visit www.lonsdale.com.au