Lifespan Financial Planning is one of Australia’s largest privately owned financial adviser communities, established in 1994. It is recognized as the largest privately-owned Australian Financial Services Licensee (AFSL) and ranks 9th among financial planning groups in Australia, according to Money Management 2022.
The company specializes in providing tailored business support, education, and compliance services to financial advisers. Lifespan supports over 500 advisers, helping them develop wealth creation and protection strategies for personal investors, business owners, and self-managed superannuation funds (SMSFs). Their services include compliance and licensee support, insurance advice, retirement planning, and wealth protection strategies. Lifespan has received multiple industry awards, highlighting its commitment to excellence in financial services.
Lifespan Financial Planning is one of Australia’s largest privately owned financial adviser communities, established in 1994. It is recognized as the largest privately-owned Australian Financial Services Licensee (AFSL) and ranks 9th among financial planning groups in Australia, according to Money Management 2022.
The company specializes in providing tailored business support, education, and compliance services to financial advisers. Lifespan supports over 500 advisers, helping them develop wealth creation and protection strategies for personal investors, business owners, and self-managed superannuation funds (SMSFs). Their services include compliance and licensee support, insurance advice, retirement planning, and wealth protection strategies. Lifespan has received multiple industry awards, highlighting its commitment to excellence in financial services.
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