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Everything from Lifespan Financial Planning

Lifespan welcomes key aspects of Quality of Advice Review, but urges caution

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has welcomed key aspects of Michelle Levy’s Quality of Advice Review recommendations, and her bold approach, but says deeper

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14 Feb 2023

Congratulations you’ve got your own AFSL – now what?

From Lifespan Financial Planning

Increasing regulation of financial services has seen a trend of businesses seeking to become self-licensed through getting their own Australian Financial Services licence (AFSL). While speculation that ASIC may impose

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07 Dec 2022

Lifespan Financial Planning launches digital investing and education solution to address the “advice gap”

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has launched a digital investing solution to support the mass market of Australians priced out of receiving holistic personal advice

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06 Jun 2022

An open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice community

From Lifespan Financial Planning

Dear Anthony and Scott, With the Federal Election rapidly approaching, I felt compelled to put pen to paper to highlight the issues that continue to plague the financial services community.

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06 May 2022

Lifespan appoints industry veteran as new head of self-licensee offering

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has appointed Tony Mantineo as the National Practice Consultant and Head of Lifespan Partnership, a broad ranging support service

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14 Apr 2022

Lifespan boosts compliance capability with new hire

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately-owned financial advice networks, has boosted compliance support for its cohort of more than 250 financial advisers with the appointment of Adrian Caspar

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13 Jul 2021

Senior hire boosts Lifespan’s MDA and adviser support capabilities

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest and fastest growing privately-owned financial advice networks, has significantly bolstered its investment research and managed accounts expertise with the appointment of an industry

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23 Jun 2021

Lifespan expands adviser support with key hires

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately owned financial advice networks, has boosted support for its rapidly growing cohort of financial advisers with the appointment of two National Practice

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09 Feb 2021

Lifespan launches MDA model portfolios on BT Panorama

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately owned financial advice networks, has launched a suite of Managed Discretionary Account portfolio solutions on BT Panorama. A range of 30 Lifespan

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23 Sep 2020

Lifespan launches service for self-licensees

From Lifespan Financial Planning

Lifespan Financial Planning, one of Australia’s largest privately owned financial advice networks, has today launched a broad ranging support service for existing self-licensees and those advice businesses wanting to transition

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07 Feb 2020

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]