Advisers and their clients are at the heart of everything we do. 

As Lifespan celebrates 30 years of understanding and supporting our advice community in 2024, Eugene Ardino, as CEO, continues to build on the strong traditions his parents John and Naide Ardino established.

Lifespan Financial Planning is now a second-generation, privately owned, family-run business with a strong and proven track record of having the infrastructure and capacity to service our growing advice community. We believe advisers deserve to feel confident and well-supported when it comes to their licensee partner.

It is also crucial that your licensee understands what is important to advisers and provides the stability they deserve.

We do not seek to grow exponentially through mergers and acquisitions. Our steadily growing advice community has been built over many years. Even during the past two years, with the continued exodus of advisers from our profession, we are one of only two licensees to have experienced net growth in adviser numbers.

So why do advisers choose Lifespan:

  • Certainty. Lifespan is here for the long haul. We support your success and understand it’s your business.
  • Simplicity. Our compliance framework ensures your advice is robust and reasonable, without being unnecessarily restrictive.
  • Flexibility. Whether it’s financial planning software, platforms, research or investment philosophy, Lifespan will support your choices.
  • Value. Our overall value proposition is one of the best in the market.
  • Community. We retain our family feel, and our advisers feel part of something greater.

Most importantly, our advisers are our strongest advocates. Watch this 1 minute video to find out more. Our community of advisers have joined us from a wide variety of dealer groups and financial institutions alike, and any of them would be happy to discuss with you how we support them in building great businesses and providing quality advice to their clients.

If you are considering getting your own licence, or you have your AFSL and are looking for licensee support services, we also operate a flexible and well-established self-licensed solution, Lifespan Partnership.

We would encourage you to talk with any Lifespan adviser directly for their thoughts, or if you prefer, reach out to one of our helpful team, regardless of where you are in your decision-making process. We’d love to discuss whether Lifespan might be a great fit for you and your practice. If you are considering changing licensee or are curious why our advisers appreciate being part of the Lifespan community, we’d love to hear from you.

Lifespan Head Office (02) 9252 2000

Link to download our brochure