Choosing a new licensee partner can often feel like you are on a 1980s dating show! You need to ask the right questions and get to know your potential partner before committing to what you hope will be a happy and content, long-term relationship.
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 were awarded the 2022 ifa Excellence Awards Company of the Year in 2022. This followed success as 2021 CoreData Licensee of the Year and Licensee Leadership Award, and back-to-back Dealer Group of the Year in the ifa Excellence Awards in 2022 and 2021, after being a finalist in 2015 and 2018-2020. This is 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.