Lifespan Partnership

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.

Lifespan Financial Planning Lifespan Partnership Launched on 05 February 2020 Designed for financial advisers. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.