Join the Lifespan adviser family

Experience the Lifespan difference.

For advisers who value their identity...

Lifespan is one of Australia’s leading privately owned and operated licensees. We understand your business and the value in being able to offer clients comprehensive solutions and broad choice.

Licensing and Compliance Services

  • Individually tailored support services to meet your business needs from a premium licensee
  • No lock in contracts for authorised representatives with corporate licensing offered in addition to individual licenses
  • Bulk licensee release of clients upon any cessation of agreement
  • Robust compliance and risk management procedures and guidance
  • Access to additional advice and para-planning solutions managed by Lifespan head office
  • Twice monthly revenue payments to our authorised representatives and referring partners
  • Competitively priced, quality Professional Indemnity insurance

Your business profile & client needs

Lifespan’s success is founded on a practical and friendly working partnership with advisers which is characterised by a strong service and support culture.

Lifespan is large enough to provide the full range of services you would expect from a reputable licensee, yet dynamic and flexible enough to meet advisers’ individual expectations.

You will be well supported throughout the growth and development of your business with access to broad advice support services.

Flexible licensing solutions for your business from a long established AFS Licensee allows you to choose the options that you need, without being tied to any prescriptive business model.

Lifespan prides itself in giving advisers access to friendly, comprehensive support and advice services featuring

Freedom to act as a true professional

At Lifespan we support the adviser’s freedom to operate as a true professional. This means placing the best interests of the client at the forefront, and ensuring that there are no competing interests, as we are not tied to an institutional shareholder.

If you would like to explore becoming a Lifespan adviser or would like to discuss in greater detail  how we provide security, growth and understanding to our member firms please contact us to find out more.

We work with you, for you.

Lifespan Financial Planning was founded by John Ardino in 1994, and has retained its autonomy since that time and is not owned by a bank, fund manager, or insurance company.

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 turnaround 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

At Lifespan we strive to develop the best strategies, use quality products, and implement with the clients’ best interest at the centre of everything that we do.

Start your adviser enquiry today

Request a Lifespan adviser brochure

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*