Who Is Lifespan?

Lifespan Financial Planning are one of Australia’s largest privately owned adviser communities.

Lifespan has been delivering support and licensee services to advisers since 1994, and is a Professional Partner of the Financial Planning Association of Australia (FPA). According to Money Management 2021 Top Financial Planning groups, Lifespan is now the 3rd largest privately-owned AFSL and 9th largest overall.

Lifespan is recognised as a strong industry participant, winning the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and the 2021 Dealership of the Year in the ifa Excellence Awards, also being a finalist in 2015 and 2018-2020. The ifa Excellence Awards also recognised Lifespans management team with Eugene Ardino CEO winning the ‘Dealer Group Executive of the Year’ in 2019, 2020, and 2021, and finalist in 2021 for ‘Industry Thought Leader of the Year’. Michael Gershkov, National Practice Manager also won the ‘Practice Development Manager of the Year’ award in 2019.

Lifespan prides itself in giving advisers access to friendly, comprehensive support and advice services founded on:

• A responsive and robust compliance framework
• A broad choice of industry leading product solutions
• Access to the best solutions for you and your clients, whatever their individual needs

Lifespan is a holder of an Australian Financial Service License which enables it to act as a financial services provider under the Corporations Act. Lifespan was established in August 1994 and is privately owned by the family interests of the Executive Chairman, John Ardino, who has over 30 years’ of experience in financial planning. Lifespan is a Professional Partner of the Financial Planning Association of Australia Ltd, and abides by their Code of Ethics and Rules of Professional Conduct. Lifespan provides a wide range of services to a large network of advisers across Australia to enable them to provide advice that is in the best interests of clients.