Lifespan Financial Planning has launched a broad ranging support service for existing self-licensees and those advice businesses wanting to transition to their own individual AFSL.
Services offered will cover compliance, education and training, practice consultancy and virtual services and will be grouped into modules which can be used, as needed, by advisers.
“We experienced a marked increase in interest for individual licensing across 2019," Lifespan CEO, Eugene Ardino, said.
"The greater degree of freedom that it allows is certainly appealing for many advisers, but we recognised an opportunity to add to that proposition by offering the security and convenience of best-of-breed ancillary services,” he said.
The new business will be lead by national practice consultant, Jill Tunkin.
“A perfect storm for advisers” : Q&A with Lifespan Financial Planning’s Jill Tunkin
Lifespan Financial Planning national practice manager Jill Tunkin is heading up the group’s newly formed Lifespan Partnership offering for self-licensees. She spoke to Industry Moves about the many challenges facing financial planners at the moment and how those that can adapt to the changes will eventually be better for it.