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 Professional Partner of the Financial Planning Association of Australia (FPA). According to Money Management 2021 Top Financial Planning groups, Lifespan is now the 3rd largest privately-owned AFSL and 9th largest overall.

Lifespan is recognised as a strong industry participant, winning the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and a finalist for Dealership of the Year in the ifa Excellence Awards, in 2015 and 2018-2021. 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 a finalist in 2021 for ‘Dealer Group Executive of the Year’ and ‘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:

IFA_finalists 2021 and past winners

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.

John Ardino

Executive Chair

content to come

Eugene Ardino

Chief Executive Officer

Eugene Ardino is the Chief Executive Officer of Lifespan Financial Planning and Lifespan Partnership.

Eugene has extensive experience within the financial services sector having worked for Lifespan over the past ten years in the capacity of Business Analyst, Adviser, Compliance Manager and GM for Lifespan’s Dealership Services, Wrap and he also sits on the Investment Committee. As CEO he is ultimately responsible for the development and management of Lifespan’s business strategies, policies and planning, as well as sourcing and developing business opportunities, to ensure Lifespan remains both relevant and a major contributor to the industry.

Prior to joining Lifespan, Eugene completed studies in science, having achieved a Bachelor of Science with a major in Mathematics from the University of Sydney.

Eugene Serravalle

Compliance & General Manager

content to come

Marcelo Fernandez

Financial Controller

content to come

Alan McTighe

National Dealer Development Manager (NSW)

content to come

Michael Gershkov

National Practice Manager (VIC)

content to come

Lisa Ng

National Practice Development Manager (SA, Wa)

content to come

Kevin Mayne

National Practice Development Manager (QLD)

content to come

Jill Tunkin

National Practice Consultant

content to come

Lisa Gregory

Marketing Development Manager

content to come

Lyndal Higgins

Marketing Coordinator

content to come

Nicole Arnold

Executive Assistant & Omniport Service Manager

content to come

John Kounadis

Research Manager

content to come

Samuel Kunrath

Compliance & Portfolio Operation Officer

content to come

Kate Walsh

Business Support Manager

content to come

Robert Ross

Senior Financial Adviser, SMSF Specialist & Technical Support Officer

content to come

Chris Lau

Financial Adviser & Audit Associate

content to come

Request the Lifespan Brochure

Complete our quick form and we’ll provide you with our Adviser brochure to your provided email address.

Please select your state*