About Us
Learn more about the Lifespan Financial Planning community today.
The Lifespan Team
The Lifespan Team
The Lifespan Difference
Lifespan Financial Planning are one of Australia’s largest privately owned adviser communities. 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 has been delivering support and licensee services to advisers since 1994, and is a partner of the Financial Advice Association Australia (FAAA). According to Money Management 2022 Top Financial Planning groups, Lifespan is now the largest privately-owned AFSL and 9th largest overall.
Lifespan is recognised as a strong industry participant, 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. We were also honoured to be recognised as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and winner of the prestigious ifa Excellence Awards Company of the Year in 2022. The ifa Excellence Awards also recognised Lifespan’s management team with Eugene Ardino CEO winning the ‘Dealer Group Executive of the Year’ in 2019, 2020, and 2021, and finalist in 2021 for ‘Industry Thought Leader of the Year’. Michael Gershkov, National Practice Manager also won 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:
- A responsive and robust compliance framework
- A broad choice of industry leading product solutions
- Access to the best solutions for you and your clients, whatever their individual needs
Get in Touch
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, three PD Days per annum held in Sydney, Brisbane and Melbourne (or online during COVID restrictions) as well as an annual conference.
FASEA
Lifespan has developed Education Pathways for all our advisers seeking to remain in the industry. 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.
