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Showing 1 - 10 of 28 results for "Lifespan Financial Planning"

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 ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... from 56 to just two financial advisers during the year and Lonsdale also shed 44 advisers. Meanwhile, Lifespan Financial Planning appears to have been the biggest winner of the many moves. The data shows it picked up 66 financial advisers. GWM Adviser ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... registrations ceased, meaning its total adviser headcount was 440 - an increase of 36 advisers. In net terms, Lifespan Financial Planning was the winner with 62 additions. It ended September with 254 current advisers, after 101 new registrations and ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... reshuffle of the board has seen the regulator without an advice representative. Writing for FS Advice, Lifespan Financial Planning chief executive Eugene Ardino has said the TPB should be axed as a regulator for financial advisers all together. Currently ...
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