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Showing 31 - 39 of 39 results for "Lifespan Financial Planning"

ASIC bans adviser again

HARRISON WORLEY  |  FRIDAY, 16 AUG 2019
... authorised representative of an AFSL for the full period. After the period ended, Aujla was authorised by Lifespan Financial Planning, before eventually becoming an Infocus Securities authorised representative in February 2013. ASIC said advisers had ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...

Ongoing service arrangements should be tightened: Hayne

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... the removal of grandfathered commissions - will likely lead to a dramatic increase in up-front fees, Lifespan Financial Planning chief executive Eugene Ardino argues. With up-front fees currently averaging $2,000 to $4,000, advisers are prepared to initially ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL, Lifespan Financial Planning has added 17 Dover advisers to its network. The dealer group was approached by more than 100, however. Lifespan chief ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... place between Terry McMaster and the regulator last week to see it end up like this," Kewin said. Lifespan Financial Planning chief executive Eugene Ardino confirmed Lifespan is already in talks with several Dover practices, reinforcing that any offer ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
HUB24 has announced a white label partnership with Lifespan Financial Planning. The agreement means HUB24 will now provide investment administration and managed portfolio services for the $1.5 billion advice network, which employs 140 authorised representatives ...

Fractional prop trading platform gets AG backing

LINDA HAUSKEN  |  TUESDAY, 10 JUL 2012
... equity they will maintain control and the right to reside in the property. The foundation partners are Lifespan Financial Planning, Grosvenor Pirie Management and property advisory firm Blue Wealth. Giving the deal weight is that their combined FUA is ...

Mercer chief scores plum promotion

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... business growth in Australia, it said in a release, with Risk and Investment Advisors Australia and Lifespan Financial Planning both appointed to Mercer's wealth management consulting team to support high net worth clients. The consulting firm has also ...

AIOFP appoints directors

MEDIA RELEASE  |  FRIDAY, 22 OCT 2010
... is president of Melbourne-based Maddern Financial Advisers and Ardino is the managing director of Lifespan Financial Planning (Lifespan). The other members of the AIOFP board are Tony Siragusa of Money Guidance, Ben Jayaweera of Growth Plus Financial ...
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