For Advisers

We are for Advisers - Call 02 9252 2000 and speak with a Lifespan Development team member.

"Lifespan thrives on working with successful, entrepreneurial advice businesses. We are focused on supporting these advice businesses to grow and deliver quality outcomes for clients."
Eugene Ardino
Eugene Ardino
CEO

The Lifespan Focus

  • Non-institutional mandate: Lifespan empowers you to pursue 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. You 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 Licensee.
  • 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 advice 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 strives to develop the best strategies, use quality products, implement with the clients’ best interest at the centre of everything that we do.

Listen to Lifespan Live

Insightful conversations with industry experts discussing the key issues facing advice.

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

Questions? Get in touch with the Lifespan Adviser Development team today.

Latest Adviser News & Articles

Let’s make the Retirement Income Review Worthwhile

The federal government has appointed a panel to undertake a review of the three pillars of the Australian retirement income system: the age pension, the superannuation guarantee (SG) and voluntary contributions. Here are the key issues I believe the review panel should highlight for further attention.

Read More »

How the ban on adviser commissions could hit hip pockets

The federal government might have voted against a royal commission into misconduct in the banking and financial services industry 26 times but it’s making up for lost time.

This month the Senate passed the first substantive stand-alone piece of legislation relating to issues raised by the royal commission. The bill ends the payment of product commissions from fund managers, super funds, insurers and other financial product providers to financial planners and advisers.

Read More »

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