For Advisers

We are for Advisers - Call 02 9252 2000 and speak with a Lifespan Development team member.

"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
Eugene Ardino
CEO

The Lifespan Focus

  • 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: 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 delivers 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 Licensee.
  • 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.

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The Lifespan Adviser difference

  • 25 years' experience working with successful, privately owned advice practices
  • Non-institutional mandate; build and deliver your advice services your way​
  • Robust compliance lies at the heart of all that we do​
  • Broad APL; offering the products that can deliver the best possible outcome for your clients​
  • Community: Lifespan strives to partner with advisers to build successful outcomes for all

Questions? Get in touch with the Lifespan Adviser Development team today.

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Latest Adviser News & Articles

Winners of CoreData 2021 Licensee of the Year

With huge thanks to the fabulous Lifespan adviser community and team, we’re honoured to announce Lifespan Financial Planning as winners of the 2021 Core Data Licensee of the Year Award, in addition to the Large-Tier Licensee of the Year and Eugene Ardino, as winner of the Licensee Leadership Award.

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Connect and grow 2021 Lifespan National Conference

The Lifespan Financial Planning 2021 National Conference was an amazing experience for all who attended. Whether virtually or in person, everyone had the opportunity to connect and grow together, which was the theme of the conference, with over 160 registered delegates participating.

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Building a thriving financial advice business

In the latest podcast episode of Lifespan Live, Michael Gershkov, Lifespan National Practice Manager, has an engaging conversation with Kris Meuwissen, owner and adviser at Wealtheon, a financial planning practice based in north-western Victoria.

Kris shares his insights into how the past 12-18 months has shaped his advice business to thrive, through embracing technology, and seeking the counsel of others, to help deliver a quality advice experience for Wealtheon clients.

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For Clients

For Advisers

Contact Us

Call:
(02) 9252 2000

Fax:
(02) 9252 2330

Sydney Office:
Level 23, 25 Bligh St, Sydney NSW 2000 Australia

Post:
PO Box R686, Royal Exchange. Sydney NSW 1225

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