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Showing 1 - 2 of 2 results for "Lifespan Partnership"

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... also be making our bespoke MDA and model portfolio options available to the broader adviser community via Lifespan Partnership, our support service for existing self-licensees and those advice businesses wanting to transition to their own individual ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... 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, practice management and responsible ...
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