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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."
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
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.
Flexible licensing solutions for your business allows you to choose the options that you want and not be tied to any prescriptive business model.
Lifespan strives to develop the best strategies, use quality products, implement with the clients’ best interest at the centre of everything that we do.
Curious to discover what is behind the increase in the number of self-licensed financial advisers? Tune into the latest ifa podcast with Tony Mantineo, Lifespan Partnerships and Eugene Ardino, CEO Lifespan discuss…
We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2023 ifa Excellence Awards held in Sydney, including the ifa Dealer Group of the Year, for the third consecutive year.