Join the Lifespan Adviser Family

Experience the Lifespan difference.

For advisers who value their identity...

Lifespan is one of Australia’s leading privately owned and operated licensees who understands your business and the value in being able to offer clients comprehensive solutions and broad choice.

Licensing and Compliance Services

  • Individually tailored support services to meet your business needs from a premium licensee.
  • No lock in contracts for authorised representatives with corporate licensing offered in addition to individual licenses
  • Bulk licensee release of clients upon any cessation of agreement
  • Robust compliance and risk management procedures and guidance
  • Access to additional advice and paraplanning solutions managed by Lifespan Head Office
  • Twice monthly revenue payments to our Authorised Representatives and referring partners
  • Competitively priced quality Professional Indemnity insurance

Your business profile & client needs

Lifespan’s success is founded on a practical and friendly working partnership with advisers which is characterized by a strong service and support culture.

Lifespan is large enough to provide the full range of services you would expect from a reputable licensee, yet dynamic and flexible enough to meet advisers’ individual expectations.

You’ll be well supported throughout the growth and development of your business with access to broad advice support services.

Flexible licensing solutions for your business from a long established AFS Licensee allows you to choose the options that you need, without being tied to any prescriptive business model.

Lifespan prides itself in giving advisers access to friendly, comprehensive support and advice services featuring:

  • A broad choice of industry leading product solutions
  • A responsive and robust compliance framework
  • Access to Leading financial planning software packages including XPlan
  • Access to the best solutions for you and your clients, whatever their individual needs
  • Assistance in maximising your personal and business potential

Freedom to act as a true professional

Financial planners who wish to conduct themselves in a genuinely professional manner demand the freedom to act in the best interests of their clients rather than the shareholders of their largely institutionally owned AFS licensees.

At Lifespan we promote the adviser’s freedom to operate as a true professional and act in the best interests of their clients rather than in the competing interests of the institutional shareholders of the Licensee.

If you would like to explore becoming a Lifespan Authorised Representative or would like to discuss any of the information contained in these pages in greater detail, then please call to speak confidentially with someone from our Advice Development Team.

We work with you, for you.

Lifespan Financial Planning was founded by John Ardino in 1994, and has retained its autonomy since that time and is not owned by a bank, fund manager, or insurance company.

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"

Start your Adviser enquiry today