We are happy to announce some changes to our Financial Planning business!
Effective 25 July, 2016 we have moved our Australian Financial Services Licence authorisation from Western Pacific (AFSL 224662) to Lonsdale Financial Group (AFSL 246934). This change is a result of corporate changes within the broader Western Pacific group.
Along with this change, we will be updating our trading name to OBT Financial Planning Pty Ltd.
Apart from our name change, there are no other changes that will affect you.
All our professional advisers and key support staff remain unchanged providing you with the assurance of continued high-quality service. Lonsdale Financial Group (AFSL 246934) is a financial services dealer group that provides support to a vast network of financial advisers across Australia. This new association with Lonsdale will provide us with access to a greater amount of resources that will enable us to continue to deliver an exceptional level of service to you.
Lonsdale Financial Group (like Western Pacific) is also owned and backed by the IOOF group, so it will be business as usual with no other impact to you. The only visible difference will be that future correspondence from us will be from OBT Financial Planning Pty Ltd and will have references and authorisations to Lonsdale Financial Group.
Your personal information will continue to be treated with the utmost care to protect the confidentiality and accuracy of your details.
This will be a seamless transition for our clients, and we to look forward to working with you to achieve your financial goals. As always, if you would like to discuss our change to OBT Financial Planning Pty Ltd or have any questions, please contact our office on 07 5462 2277.
We’re excited about this new development, and look forward to a continuing partnership with you throughout your financial journey.
More information available at https://obtfinancialgroup.com.au/financial-planning/.