Lifespan is one of Australia’s largest privately owned adviser communities. The Lifespan community includes Lifespan Financial Planning AFSL and Lifespan Partnership, our self-licensee support solution.
We’re here to help you. We understand your advice business and how to support you to get the most out of it. Delivering tailored business support, education, and a robust and reasonable compliance approach, that helps you put your client’s needs first.
Lifespan Financial Planning was awarded the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards in 2024. This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in 2023, after being finalists for the previous three years. This followed success as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and the prestigious ifa Excellence Awards Company of the Year in 2022.
This is an amazing recognition of the hard work and dedication of all of the Lifespan team and reconfirms that the support and service that we provide our adviser community continues to be valued and appreciated.
Our financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.
When you work with a Lifespan adviser we take the time to appreciate your personal and financial objectives. Our advisers help you understand your many options, the possible consequences of your choices, you to assist you in making informed financial decisions.
Whether you are seeking insurance advice, running a business or looking for the right path to a secure retirement, make sure you explore your options in detail through one of our client service solutions:
Insightful conversations with industry experts discussing the key issues facing advice.
Lifespan Financial Planning was announced last night as winner of the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards. Lifespan adviser, Angus Taylor of Sheffield Financial Services was recognised as the Best Young Adviser of the Year.
2023 Lifespan Year in Review video highlights some of the fabulous achievements of our advice community. We loved sharing it with you!
Curious to discover what is behind the increase in the number of self-licensed financial advisers? Tune into the latest ifa podcast with Tony Mantineo, Lifespan Partnerships and Eugene Ardino, CEO Lifespan discuss…
Lifespan is a leading community of professional, client-focused financial advisers. Since 1994, we have grown to become one of Australia’s largest privately owned advice communities, delivering the flexibility to choose the right solutions for your business and your clients, and on-call support when you need it.
We believe in making every aspect of running your advice business:
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Call:
(02) 9252 2000
Fax:
(02) 9252 2330
Sydney Office:
Suite 4, Level 24, 1 Market St, Sydney NSW 2000 Australia
Post:
PO Box Q1917, Queen Victoria Building. Sydney NSW 1230