Advisers

Lifespan finalists in ifa Excellence Awards 2023

A record 21 members of the Lifespan community have been named finalists in the ifa Excellence Awards 2023, including Lifespan Financial Planning for Dealer Group of the Year.

Huge congratulations to all those finalists short-listed for the ifa Excellence Awards this year, with a record 21 from the Lifespan community.

It’s a great recognition for their role in and support of the financial planning industry, and the strength of the Lifespan adviser community.

Lifespan Head Office:
Lifespan Financial Planning – Dealer Group of the Year
Eugene Ardino – Industry Thought Leader of The Year
Eugene Serravalle – Compliance Consultant of the Year and Dealer Group Executive of the Year
Lisa Gregory – Marketing Consultant of the Year

Authorised Representatives finalists:
Kristopher Meuwissen, Wealtheon – Innovator of the Year and Regional Adviser of the Year
Sheshan Wickramage, Wick Financial – Innovator of the Year and Transformation of the Year, Individual
Sangram Rana, Build MyWealth – Risk Adviser of the Year and SMSF Adviser of the Year
James McFall, Yield Financial Planning – Holistic Adviser of the Year
Zachary Coleman, ZDC Financial – Newcomer of the Year
Terrence Vogiatzis, Omura Wealth Advisers – Newcomer of the Year
Robert Rich, Unite Wealth – Transformation of the Year
Suganesh Kumanan, YTM Financial Planning – Young Financial Adviser of the Year

Practice finalists:
Wealtheon – Client Servicing Company of the Year and Innovator of the Year – Company
Yield Financial Planning – Holistic Advice Firm of the Year

PLUS CDM Solution Services – Innovator of the Year – Company and Transformation of the Year – Company.

The complete list of ifa Excellence Awards 2023 finalists can be seen here.

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Lifespan strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Lifespan website does not take into account the investment objectives, financial situation, or particular needs of any person and should not be used as the basis for making any financial or other decisions.

General Advice Disclaimer: The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment, or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.

No Advice Disclaimer: Neither Lifespan Financial Planning Pty Ltd nor its directors, employees, or authorised representatives make any representation or warranty as to the accuracy, reliability, timeliness, or completeness of the information. To the extent permissible by law, Lifespan Financial Planning Pty Ltd and its directors, employees and authorised representatives disclaim all liability (whether arising in contract, tort, negligence, or otherwise) for any error, omission, loss, or damage (whether direct, indirect, consequential, or otherwise). Any performance figures quoted in the website are past performance. Past performance is not an indicator of future performance. Neither Lifespan nor its directors, employees or authorised representatives guarantee or make any representation as to the performance of the financial products, the maintenance or repayment of capital, the price at which financial products may trade or any particular rate of return. Some information for the graphs, charts, and illustrations contained in these web pages has been sourced from third parties and Lifespan does not make any representation or warranty as to the accuracy, reliability, timeliness, or completeness of the information. The information in these web pages is only intended for Australian residents.

The information on this site, including the site source code, is the property of Lifespan Financial Planning Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Lifespan Financial Planning Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Lifespan Financial Planning Pty Ltd.’

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of New South Wales and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

This website may contain a number of links to other Internet sites. The provision of these links does not mean Lifespan endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that Lifespan is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that Lifespan is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.

No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate having regard to your particular circumstances.