Online Access

(02) 9042 5533

Need quick answers or want to start a discussion about our services? Give us a call, 9am - 5pm, Monday to Friday.

Quick Enquiry

Send a quick enquiry to Lifespan Partnership today and we’ll respond as soon as possible.

Service of Interest

Online access to virtual AFSL community resources.

Head of Lifespan Partnerships will provide AFSL support concerning Lifespan Partnership’s services, including a fortnightly email news update.

You will have online access to a secure resource portal for Responsible Managers:

  • Templates. A range of compliance documents including risk profile questionnaire, advice documents, Financial Services Guide and much more. All updated to accommodate ongoing regulatory changes.
  • Research / access to Managed Discretionary Account (MDA) service. You will have access to a research-driven Approved Product List, a range of Managed Account Model Portfolios and the Lifespan MDA licence to house externally migrated model portfolios.
  • Calculators and tools. ASIC calculators, budgeting tools, platform matrix spreadsheet and a MDA model portfolio construction tool..

Our Services

Online access

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

Governance & Compliance

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

Additional Services

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

Training & Education

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

AFSL Application

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

Partnership Program

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