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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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.
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.