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Showing 31 - 40 of 90 results for "Lifespan"

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... discretionary accounts, ASIC said. The ASIC Financial Adviser Register shows Guan was an authorised representative of Lifespan Financial Planning until March 2021 before a two-month stint with Shartru Wealth Management at the end of 2021. ASIC also found ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
Tony Mantineo has been named as Lifespan's national practice consultant and head of Lifespan Partnership, a broad ranging support service for self-licensees. Melbourne-based Mantineo has a financial services career spanning 30 years, much of which was ...

Millions of trees needed to offset NFTs

ELIZABETH MCARTHUR  |  THURSDAY, 3 MAR 2022
... blockchain produces 83kg of carbon alone - before sale, transfer, or secondary sale, all of which add more carbon. Over its lifespan, it is estimated that an average NFT will produce 211kg of carbon dioxide into the atmosphere because of the process ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... of the market. Synchronised Business Services (422) comes second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result, bank and insurer-aligned ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... Planning (382) and Consultum Financial Advisers (342), Interpac Financial Planning (295), Capstone Financial Planning (267), Lifespan Financial Planning (260) and Alliance Wealth (250) make up the rest of the top 10 AFSLs with the largest adviser numbers. ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Lifespan Financial Planning has hired a risk and compliance lead who was previously a financial adviser for the firm. Adrian Caspar joins the Sydney office with 15 years' experience in compliance, risk management, financial advice and governance. Caspar ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 2021. Interprac Financial Planning netted a loss of 22 advisers between June and July with 279 at the end of the period. Lifespan Financial Planning experienced similar movements, netting a loss of 18 advisers to take its total number of representatives ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... Total Financial Solutions, a subsidiary of Countplus, between 2012 and February 2020. It moved licensees, operating under Lifespan FInancial Planning until this month when Owen announced that Stonehouse will take over. Owen told Financial Standard that ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
Lifespan Financial Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning (270) and Capstone Financial Planning (269).