Search ResultsShowing 1 - 10 of 32 results for "Lifespan"
Last stand for grandfathered commissions falls over
ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
... those donations were as small as $20. Two individuals donated $10,000. One of the individuals who donated $10,000 was Lifespan Financial Planning executive chair John Ardino. The other is not on record, but Financial Standard has reason to believe it ...
Dealer group boosts compliance team
JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
A privately-owned dealer group has strengthened its compliance capabilities with a hire from MLC Wealth. Lifespan Financial Planning has appointed Anna Mirzoyan to the newly created role of compliance and technical officer. In her new role, Mirzoyan ...
Dealer group launches transition support service
HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Lifespan Financial Planning will launch Lifespan Partnership in February 2020, offering firms a suite of AFSL support services including ...
Dealer group awards investment mandate
KANIKA SOOD  |  THURSDAY, 17 OCT 2019
Marty Switzer's Contango Asset Management has won a mandate from a financial advice dealer group. Lifespan Financial Planning made a $20 million inaugural allocation to a global large cap strategy managed by WCM Investment Management. WCM is headquartered ...
Grandfathered commissions ban passes
ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... and social security losses consumers will face as their investments and super products are closed down." Last month, Lifespan Financial Planning threw its financial support behind the fight to retain grandfathered commissions. Lifespan executive chairman ...
Dealer group to fight grandfathered commissions ban
ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
Lifespan Financial Planning has thrown its financial support behind the fight to retain grandfathered commissions. It has contributed $10,000 to the Adviser Regulatory Fund set up by the Association of Independently Owned Financial Professionals to ...
Priced out: Advice affordability at risk
ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... Financial advice: What consumers really think , found Australians view cost as the main barrier to accessing advice. Lifespan Financial Planning chief executive Eugene Ardino says at the same time research revealed Australians view advice as too expensive ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... Magnitude lost 79 advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another ...
ASIC bans adviser again
HARRISON WORLEY  |  FRIDAY, 16 AUG 2019
... become an 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 ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A 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 ...
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