Non-Institutional / Privately Owned

For independently minded advisers…

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

In an industry mostly controlled by major banks and insurance companies, our mission is to support and encourage advisory and accountant businesses keen to maintain their independence, by focusing on the provision of tailored services that enrich the client experience.

Your business profile and client base

Lifespan encourages our advisers to focus on building their own brand in the market place, using your business collateral and business branding. Further, Lifespan acknowledges that you own the client relationship and our agreements clearly recognise this.

Our approved product list is extensive, and together with our model portfolios and LMDA Service, you are able to develop the strategies and use the products that you believe will deliver the best possible outcomes for your clients.

Lifespan’s success is founded on a practical and friendly working partnership with advisers and accountants 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.

Lifespan prides itself in giving advisers and accountants 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 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

Lifespan is free of the vested interests associated with having institutional parents. This is a major advantage when dealing with Lifespan, as 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 their Licensee.

Our mission is to provide financial planning practitioners with the best business arrangements, financial products, support services and software tools available on the open market so that they can profitably service their clients with best practice standards.

Our services include ongoing compliance and training, supervision, adviser help desk, loans and leasing arrangements, risk insurance, brokerage administration, online wrap services, paraplanning, practice development and marketing.

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.