Get your own AFSL

Many practice owners spend months, if not years, deliberating whether to own and operate their own Australian Financial Services License (AFSL).

Balancing day-to-day practice demands with the planning and due diligence required to consider self-licensing makes this a complex and sometimes overwhelming process.

Leveraging the scale and resources of award-winning licensee, Lifespan Financial Planning, Lifespan Partnership offers a range of flexible AFSL support services that help you focus on growing your business, and provide you with the peace of mind that you’re able to comply with legislative requirements, ensuring that you have access to the right support, when you need it.

Our professional AFSL application service includes:

• Pre-application discussion to help assess your readiness to get your AFSL.
• Our expert liaising with ASIC throughout the application process.
• Guidance regarding Responsible Manager requirements – including education and experience.
• Interpreting ASIC requirements and providing you feedback regarding the application.
• Proactive guidance regarding documentation required during the application process, including declarations, educational transcripts, references, business descriptions guidance, CV, and advice provision parameters.

What are you waiting for?

Download our brochure here and contact Tony Mantineo today on 0405 357 634.