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Beyond the regulatory overwhelm, many self-licensed practice owners don’t anticipate the growing sense of isolation. The compliance burden can be managed to some extent, but the absence of a supportive community of like-minded professionals is harder to plan for.
It doesn’t have to be this way. This is exactly the gap Lifespan Partnership was built to address.
The 2026 Evolution of Advice Summit in Sydney last week featured a panel discussion on self-licensing. While many advisers are turning to self-licensing for greater
Lifespan Financial Planning was announced as winner of the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards. Lifespan adviser, Angus Taylor of Sheffield Financial Services was
We’re delighted to announce that Lifespan won the ifa Excellence Awards Dealer Group of the Year, for the third consecutive year…
Curious to discover what is behind the increase in the number of self-licensed financial advisers? Tune into the latest ifa podcast with Tony Mantineo, Lifespan Partnerships and Eugene Ardino, CEO Lifespan discuss…
You can listen to the podcast here https://lifespanfp.com.au/for-advisers/podcasts/ Increasing regulation of financial services has seen a trend of practices seeking to become self-licensed through getting
Lifespan Partnership welcomes industry veteran Tony Montineo to manage Lifespan Partnership in supporting self-licensees.
We look at 4 important questions to answer, to generate clarity around whether an AFSL might be the right path for you.
As a Practice Consultant working closely with self-licensees and fielding frequent calls from aspiring self-licensees, it is interesting to hear and read other’s comments about the challenges of managing your own AFSL.
With the market for advice shifting, 2021 is the perfect opportunity for you to take some time to reshape your business model.
