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Showing 1 - 10 of 32 results for "Lifespan Financial Planning"

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... 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 Guan was ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... solution that provided autonomy, certainty, and flexibility, and reflected the values of the broader Lifespan Financial Planning community. Lifespan Partnership's self-licensee solution is suitable both for current self-licensees and aspiring self-licensees ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... 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 advisers ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... 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. Meanwhile, there ...

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
... 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 to 252. About ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... 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 regulation of ...

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
... Services (472), Charter Financial Planning (427), Interprac Financial Planning (301), Merit Wealth (275), Lifespan Financial Planning (270) and Capstone Financial Planning (269).

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... ethics, empathy and compassion at the forefront of their business practices. Crabbe told yesterday's Lifespan Financial Planning National Conference that some advisers are facing the dilemma of having to let go of clients and therefore revenue because ...
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