We’re optimistic about the future of financial advice
Lifespan Financial Planning CEO, Eugene Ardino joined The ifa Show, host Keith Ford, in this latest edition of The ifa Show podcast to discuss some
For Advisers
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"Lifespan thrives on working with successful, entrepreneurial advice businesses. We are focused on supporting these advice businesses to grow and deliver quality outcomes for clients."
Eugene Ardino
CEO
The Lifespan Focus
- Privately owned, not mandated: 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: Our approved product list is extensive, containing all major retail insurance providers and mainstream wrap administration platforms. You are able to develop the strategies and use the products that you believe deliver the best possible outcome for your clients.
- Compliance: Lifespan is a full service licensee and as such we take our compliance obligations seriously. Our goal is to ensure we continue to mitigate risk where ever possible to all firms under our licence.
- Service and Support: Lifespan provides all the traditional licensee support services expected from a larger AFSL including technical support, investment research, ongoing CPD and education solutions, competitive para-planning, supported software solutions, and more.
We work with you
Efficiency
Lifespan works with advice businesses to ensure all client and regulatory obligations are met. This is done efficiently and with minimal disruption. Advisers should expect quick turn-around of all requirements.
Collaboration
Flexible licensing solutions for your business allows you to choose the options that you want and not be tied to any prescriptive business model.
Client Experience
Lifespan strives to develop the best strategies, use quality products, implement with the clients’ best interest at the centre of everything that we do.
Listen to Lifespan Live
Insightful conversations with industry experts discussing the key issues facing advice.
The Lifespan Adviser difference
- Experience award-winning support from the inaugural Australian Wealth Management 2024 Best Independent Dealer Group of the Year, ifa Excellence Awards Dealer Group of the Year in 2023, 2022 and 2021, ifa Excellence Awards Company of the Year in 2022, and CoreData 2021 Licensee of the Year
- Working with successful, privately-owned advice practices since 1994
- Support to build and deliver your advice services your way
- Robust and responsive compliance lies at the heart of all that we do
- Broad APL; offering the products that can deliver the best outcomes for your clients
- Community: Lifespan strives to partner with advisers to build successful outcomes for all
Latest Adviser News & Articles
2024 ifa Excellence Awards winners
Huge congratulations to those in the Lifespan advice community shortlisted as finalists for the 2024 ifa Excellence Awards 2024. A huge thank you to our Lifespan team and the Lifespan advice community as we are shortlisted as Dealer Group of the Year finalists for the seventh consecutive year.
Lifespan FP 30 Years of supporting advisers
This year, Lifespan is marking a significant milestone, celebrating 30 years of supporting advisers to build sustainable advice businesses. Eugene Ardino, Lifespan CEO, and his father, John Ardino, founder and Chairman of Lifespan, reflect and discuss where to from here.
