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.
The CoreData 2021 Licensee of the Year Awards are based on the opinions and views of financial advisers themselves. The Awards reflect advisers’ satisfaction with their licensees. CoreData’s Licensee Research forms the basis of the awards, and it takes the form of an online survey of about 100 questions, covering myriad aspects of licensee offers and licensee leadership.
In 2021 a total of 675 advisers from more than 50 licensees completed the research, generating around 70,000 data points. The depth of this research allows CoreData to contact detailed analysis of adviser satisfaction and to calculate overall satisfaction scores. As CoreData reported, in 2021 it was clear that factors beyond the functional licensing role of the licensee made the difference to adviser satisfaction.
Licensee leadership was a closer focus of attention in the 2021 awards. There are now more than a dozen aspects of the quality, suitability and competence of leadership included in the Licensee Research, and how advisers responded to these questions for the basis of the Licensee Leadership award.
CoreData has traditionally classified licensees according to ownership: institutionally branded, institutionally affiliated, and independently owned. But the changing make-up of the licensee industry led to a change in 2021 to a classification approach based on the size of licensee:
- Top Tier: A licensee that is part of a group or parent entity that has 500 or more authorised representatives in total authorised on its licences.
- Large Tier: A licensee that is part of a group or parent entity that has between 100 and 499 advisers in total authorised on its licences.
- Medium Tier: A licensee that is part of a group or parent entity that has 10 to 100 advisers in total authorised on its licences.
- Small Tier: A licensee that is part of a group or parent entity that has two to nine advisers in total authorised on its licences.
- Single: Licensees that have a sole authorised representative.
2021 CoreData Licensee of the Year Awards
2021 Licensee of the Year
Winner: Lifespan Financial Planning
Large-Tier Licensee of the Year Winner: Lifespan Financial Planning
Licensee Leadership Award Winner: Eugene Ardino – Lifespan Financial Planning
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.
Subscribe to our newsletter
Get Lifespan perspectives in your inbox
"*" indicates required fields