Virtual Services

(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

A virtual community connecting your AFSL Online.

You will have online access to:

  • Templates – A full range of compliance documents including risk profile questionnaire, advice documents, Financial Services Guide and much more. All updated to accommodate ongoing regulatory changes.
  • Access to an in-house technical support team complete with SoA wording and strategy assistance.
  • Webinars – You will be invited to attend regular online webinars hosted by a myriad of external providers, addressing relevant topics, providing CPD accredited hours.
  • Invitations to network events – As a member of Lifespan Partnership you will be invited to attend a National Conference, digital Professional Development Days, and other online events. These are designed to provide you with access to a wide range of informative professional development opportunities.
  • 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 calculator.
  • Mortgage Broking Portal – For those without a referral partner to provide loans and finance, we provide a mortgage broking partner who will take care of your client’s needs. They will not encroach on your client relationship.

*Conditions apply.

Our Services

Virtual Services

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

Governance & Compliance

Experienced compliance support at both an adviser and AFSL level to ensure you meet your licence requirements.

Practice Consultancy

A formalised quarterly program delivered face-to-face designed to assess your practice’s efficiency & profitability.

Training & Education

Provision of 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.