The History of Liston Newton Advisory

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From sole trader to the new generation of financial advice

Liston Newton Advisory began as a sole trader operation in Donald, in regional Victoria. Over a history of more than 40 years, we have grown a sustainable and ethical company that now spans three offices across the state. We have built a dedicated team of people who are passionate about adding value to your business.

With younger leadership, a name change and with our long history to support us, we are excited about the future. We look forward to new strategic partnerships with business owners where we can find opportunities to help grow your personal and business wealth.

Our journey begins

Our business journey began with the opening of the first company office in Donald, in rural Victoria.

Hopetoun opens

We grew to open a second office in Hopetoun.

New Melbourne office

We opened a third office in Melbourne.

Links to St Kilda

We became involved in the AFL community, especially the St Kilda Football Club. We were part of a Players' Welfare Committee at St Kilda FC.

Clients in the AFL

We began financial management for AFL players, looking after about 25% of all football players at the time.

Large franchise clients

We started specialising in clients with franchise businesses, taking on household names such as Bakers Delight and Autobarn.

Estate planning department launch

We created and launched our estate planning department.

New financial advisory services

We began offering financial advisory within the company, to better guide business owners to personal wealth.

Company partnership

A new company direction is established with a new partnership between Kieran Liston, Shaun Newton, Jeremy Liston, and John Liston.

Benefit from our first-hand business growth experience

We know how to grow a business because we've been there ourselves. Partner with us to build a strategic vision for your business. Tell us where you want to be, and we'll help you get there.

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