Our Profile

Learn more about Lifespan Financial Planning today.

The Lifespan Difference

Lifespan Financial Planning remains one of Australia’s largest privately owned adviser networks, with no ownership links whatsoever to any of the banks, fund managers or insurance providers. 

Lifespan strives to partner with advisers and accountants to build successful businesses through the provision of quality tailored services and support, financial products and education.

October, 2019 marked Lifespan’s 25th year of providing support and licensee services to advisers. Lifespan is a Professional Partner of the Financial Planning Association of Australia (FPA) and a member of AIOFP (the Association of Independently Owned Financial Professionals).

A recent industry survey ranked Lifespan as the 3rd largest privately-owned AFSL and 25th overall.

Lifespan is recognised as a strong industry participant and was a finalist for Dealership of the Year in the 2020 IFA Excellence Awards, and previously in 2019, 2018 and 2015. The awards also recognised Lifespan’s management team with Eugene Ardino CEO winning the “Dealer Group Executive of the Year” in successive years, 2019 & 2020, and Michael Gershkov winning the “Practice Development Manager of the Year” award in 2019.

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

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Your Licensee of Choice

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

Contains most mainstream wrap platforms and all major retail insurance providers, together with broad underlying investment options including ETFs, direct equities and more.

Flexible

As a Lifespan adviser you are able to develop the strategies and use the products that you believe delivers the best possible outcome for your clients.

MDA & Managed Accounts

Specialist firms and larger practices can leverage active management and cutting edge technology to deliver cost effective portfolio solutions, managed by the adviser, in conjunction with Lifespan, on a discretionary basis.

Research

Lifespan provides a dedicated full-time, in-house research manager who is charged with maintaining the APL, our proprietary model portfolios, and provides insight into products both on the APL and in use across the industry.

Service and Support

Lifespan offers comprehensive licensee support services including technical support, investment research, Kaplan CPD, a competitive para-planning service, financial planning software solutions, and much more.

Para-planning

Lifespan offers both internal para-planning solutions and outsourced providers who are familiar with the use of the Lifespan templates and who provide cost competitive solutions to our advisers.

Compliance

Our approach is to work with advisers to ensure any plans presented to clients are suitably vetted and address those areas which continue to be a focus of concern for regulators.  Business standards in this area are efficient and advisers can expect quick responses to all enquiries.

Adviser Remuneration

Adviser remuneration payments are paid twice a month and include detailed breakdowns on the source of the remuneration and each client account. It can also accommodate the direct payment of any agreed referral fees to joint venture partners and the like if needed.

PD and CPD

Advisers have access to Kaplan Professional’s online CPD ongoing education solutions, four (4) PD Days per annum held in Sydney, Brisbane and Melbourne as well as an annual conference.

FASEA

Lifespan has developed Education Pathways for all our advisers seeking to remain in the industry beyond 2024.  These services are provided by Kaplan Professional and are available to all new advisers under our licensee services.

Fees

Lifespan offers advisers the ability to structure a competitive arrangement that best meets your needs and current cash flow. Fees can take the form of an annual fixed fee or alternatively an agreed adviser/licensee percentage share.

The Lifespan Team

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