AFSL self-licensing solutions. Delivering a range of support services & partners for self-licensees.

Need quick answers or want to find out more about us? Give us a call, 9am - 5pm, Monday to Friday.

The Lifespan Partnership Mission Statement

Partnership is powerful. A problem shared is a problem halved.

Lifespan Partnership is dedicated to supporting current & aspiring self-licensees on their unique and very individual business journeys.

Our services nurture the growth and excellence of self-licensees.

We provide existing and aspiring self-licensees a comprehensive range of support services – Lifespan Partnership will help you:

Focus on your business, and reduce the distractions that come with operating your own AFSL.
Spend more time with your clients, and less time managing your licence requirements.
Trust that your ongoing compliance support is backed by an independent expert in conjunction with a privately owned Licensee, providing up to date and best practice compliance resources.
Manage your Responsible Manager obligations with peace of mind that comes from appropriate training and guidance.
Access licensee services that are flexible, to enable you to access the support you need, when you need it.
Be confident as you navigate your personal self-licensee journey and set your business’ culture and growth ambition to suit.
Backed by the award-winning team at Lifespan Financial Planning, one of the largest privately-owned licensees in Australia. Lifespan Financial Planning was awarded the ifa Excellence Awards Dealer Group of the Year for the third year running, winning in 2023, 2022 and 2021. This followed success as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and the prestigious ifa Excellence Awards Company of the Year in 2022, and reconfirms that the support and service provided to our adviser community continues to be valued and appreciated.
You can listen to our podcast 'Congrats, you've got your own AFSL! Now what?' or read our article here.

Whether you are new to self-licensing or are a seasoned operator, we have a support package for you.

Lifespan Partnership offers a very adaptable, flexible solution designed to suit each and every unique self-licensee.

For self-licencees seeking a virtual community connecting your AFSL online to valuable tools and resources.

Compliance support at an adviser and AFSL level to assist you to meet your licence requirements.

A range of additional services available to enable you to tailor our service to meet your evolving support requirements.

Access to a comprehensive range of professional development opportunities, including conferences, online and face-to-face learning.

An end-to-end AFSL application service, including liaising with ASIC, to get you started in your own AFSL.

A program which provides partners with exclusive benefits, access to discounts and an expertise hub to connect you to the services you need.