Lifespan scores triple win at 2019 IFA Excellence Awards
Lifespan Financial Planning scored three gongs at the 2019 IFA Excellence Awards in Sydney last Friday, the 6th of September.
For Advisers
We're for Advisers - Call 02 9252 2000 and speak with a Lifespan Development team member.
"Lifespan recognises the opportunity that experienced advisers represent to our firm and our future and we welcome the chance to work with interested firms in achieving their broader business goals."
Eugene Ardino
CEO
The Lifespan Focus
- Non-institutional mandate: Lifespan empowers you to pursuit your entrepreneurial spirit and build and deliver your advice services the way you believe will best meet the needs of your clients.
- Approved Product List: Our approved product list is extensive, containing all major retail insurance providers and mainstream wrap administration platforms. Advisers are able to develop the strategies and use the products that you believe delivers the best possible outcome for your clients.
- Compliance: Lifespan is a full-service licensee and as such we take our compliance obligations seriously. Our goal is to ensure we continue to mitigate risk where ever possible to all firms under our License.
- Service and Support: Lifespan provides all the traditional licensee support services expected from a larger AFSL including Technical support, Investment Research, ongoing CPD and education solutions, competitive para-planning, supported software solutions, and more.
We work with you
Efficiency
Lifespan works with adviser businesses to ensure all client and regulatory obligations are met, this is done efficiently and with minimal disruption. Advisers should expect quick turn-around of all requirements.
Collaboration
Flexible licensing solutions for your business allows you to choose the options that you want and not be tied to any prescriptive business model.
Client Experience
Lifespan guiding principles in this area are to "Develop the best strategies, use quality products, implement with the clients’ best interest at the centre of everything that we do"
The Lifespan Adviser difference
- 25 years experience working with successful, privately owned advice practices
- Non-Institutional mandate; build and deliver your advice services your way
- Robust Compliance lies at the heart of all that we do
- Broad APL; offering the products that can deliver the best possible outcome for your clients
- Community: Lifespan strives to partner with advisers to build successful outcomes for all participants
Latest Adviser News & Articles
Lifespan Financial Planning throws weight behind advice industry fighting fund
Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has thrown its financial support behind the industry’s constitutional challenge to legislation to ban grandfathered commissions and encouraged its adviser network to do the same.
Rethinking financial planning for Millennials
Many financial advisers steer clear of younger clients in the belief that they don’t generally have much to invest and are too young to be interested in retirement planning.
