Tony Mantineo has joined Lifespan Financial Planning in March 2022, to run Lifespan Partnership.
Prior to joining Lifespan, Tony has had extensive years of experience in the financial services industry. Tony has over 15 years of experience in general management and national roles for a broad range of financial organisations, namely Clearview – Matrix/LaVista, Australian Unity Advice, IOOF licensees, Financial Wisdom Ltd, and AXA.
Eugene Ardino is the Chief Executive Officer of Lifespan Partnership and Lifespan Financial Planning.
Eugene has extensive experience within the financial services sector having worked for Lifespan over the past ten years in the capacity of Business Analyst, Adviser, Compliance Manager and GM for Lifespan’s Dealership Services, Wrap and he also sits on the Investment Committee.
As CEO he is ultimately responsible for the development and management of Lifespan’s business strategies, policies and planning, as well as sourcing and developing business opportunities, to ensure Lifespan remains both relevant and a major contributor to the industry.
Prior to joining Lifespan, Eugene completed studies in science, having achieved a Bachelor of Science with a major in Mathematics from the University of Sydney.
Eugene Serravalle has extensive experience within the financial services sector, having worked for Lifespan Financial Planning for over ten years in the capacity of Business Development Manager, Financial Adviser, Compliance Officer, Human Resources, and IT Manager for Lifespan’s Dealership services. He also heads up the Compliance Committee.
As Compliance Manager, he is responsible for the development and implementation of policies to fulfil Lifespan Financial Planning’s AFSL’s compliance obligations, to ensure the appropriate advice is delivered to clients, and advisers meet the regulatory obligations. He holds a Diploma of Financial Planning.
Prior to joining Lifespan, Eugene was Operations Manager in the hospitality industry and a business owner in the retail sector, following many years in the IT industry.
Tony Mantineo is supported across Australia with the assistance of the Lifespan Financial Planning National Practice Management team, including Alan McTighe (NSW/ACT), Michael Gershkov (VIC) and Kevin Mayne (QLD).
The award-winning Lifespan Financial Planning team also brings together compliance, marketing and back office admin to deliver business support that enhances your practice efficiencies, so you can focus on delivering exceptional customer service, to grow your business.
SUPPORTED BY a winning team
Lifespan Financial Planning were announced as winners of the 2021 Core Data Licensee of the Year Award, in addition to the Large-Tier Licensee of the Year. These awards are based on advisers’ satisfaction with their licensees. As CoreData reported, in 2021 it was clear that factors beyond the functional licensing role of the licensee made the difference to adviser satisfaction.
Highlighting consistency in delivering adviser satisfaction, Lifespan Financial Planning was awarded ifa Excellence Awards Dealer Group of the Year, three years running in 2023, 2022 and 2021 in addition to the prestigious 2022 Excellence Awards Company of the Year, after being finalists in 2015 and 2018-2020.
Call Lifespan Partnership today to find out how your practice can benefit from the support of a winning team.