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Search ResultsShowing 1 - 10 of 21 results for "Lifespan Financial Planning"
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 ...
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ...
Calls for consent forms, opt-ins to be scrapped
ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
Synchron and Lifespan Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director ...
Last stand for grandfathered commissions falls over
ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
... 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 was the head of ...
Dealer group boosts compliance team
JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... 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 will ...
Dealer group launches transition support service
HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... 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 compliance ...
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 ...
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