Implemented Portfolios

Creating engaging investment experiences through our Individually Managed Account service for financial advisers & their clients. Ts&Cs:

[Implemented Portfolios @ImplementedPF]

Our Head of Investment Services Chris Smith speaks to the room at Adviser Innovation about of principles of gifting and how they relate to financial advice.

[Implemented Portfolios @ImplementedPF]

We are beyond thrilled to announce Lonsec’s partnership with Money Management for the 35th Annual Fund Manager of the Year Awards 2023!

To learn more about this event and how you can get involved, click the link here https://t.co/enGpD268U3

#FundManagerOfTheYearAwards

[IFA Magazine @IFA_AU]

#PODCAST: Maja Garaca Djurdjevic sits down with Naomi Christopher to delve into the challenges and opportunities that women face in the world of financial advice. Tune in: https://t.co/e0hRLwMJ3C

[Implemented Portfolios @ImplementedPF]

@FinanceChicks which colour would you like Amanda?

[Implemented Portfolios @ImplementedPF]

New year, new swag!

We’re excited to have a new range of IPL phone charging compendiums to take us into 2023 🎉

Get in touch if you’d like us to send you one ✉️ [email protected]

[Implemented Portfolios @ImplementedPF]

Today in WA, our Head of Investment Services Chris Smith is taking the audience of the Wealth Today PD Day, through the unique characteristics of the IMA -

[Implemented Portfolios @ImplementedPF]

Our BDMs Laura and Kieran are excited to be at the Sydney Wealth Today PD day today! Be sure to have a chat with them about how we can help your Advice business.

[Implemented Portfolios @ImplementedPF]

Did you miss our IMA Digital Masterclass? You can view the recording now here: https://t.co/hLICycNEIz

[Implemented Portfolios @ImplementedPF]

It was great to partner with ifa to deliver and speak at the IFA Future Forum last week.

Read the conference wrap up here - https://t.co/qibzAaR3L1

[Implemented Portfolios @ImplementedPF]

Our very own Laura McInerney speaking to a packed room on at the Welcome Reception of the PIFA symposium in Canberra.

To echo Laura’s sentiments, it’s exciting to be among so many like minded individuals for the next few days!

[Implemented Portfolios @ImplementedPF]

Team #lonsec & #IPL at the ifa Excellence Awards 🤩

[Implemented Portfolios @ImplementedPF]

Our General Manager of Partnerships and Distribution - Phil Pilgrim discusses turbulent markets and how Advisers can work with Investment Managers to navigate them and their client conversations at @IFA_AU Future Forum

[Implemented Portfolios @ImplementedPF]

Our stand prize giveaway for today’s ifa Future Forum is a @meccabeauty gift voucher! Make sure you come by our stand, get scanned and go in the draw to win!

[Implemented Portfolios @ImplementedPF]

NEW VIRTUAL EVENT: IMA DIGITAL MASTERCLASS

We have put together a 1 hour virtual workshop on Individually Managed Accounts (IMAs) where we take you through 'Why' and the 'How' of IMAs.

LEARN MORE AND REGISTER TO JOIN US HERE: https://t.co/h9JTc5sQow

[Implemented Portfolios @ImplementedPF]

Implemented Portfolios partners with Financial Advisers to help deliver a highly individualised and engaging investment experience to your clients, whilst simultaneously creating more time in your businesses.

To find out more: https://t.co/xqvTjIORYB

[Implemented Portfolios @ImplementedPF]

Our ESG Aware Model Portfolios are a suite of investment options with a focus on Exchange Traded Funds and securities that exhibit positive environmental, social and governance (ESG) characteristics.
To learn more- https://t.co/7mUZjmXt2B