Lifespan Financial Planning
Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA Excellence Awards 2022 Company of the Year - IFA Excellence Awards 2021 Licensee of the Year - Core Data Lifespan is a leading community of professional, client-focused financial advisers. Since 1994 we have grown to become one of Australia's largest privately owned adviser networks - providing a robust and reasonable compliance framework, the flexibility to choose the right solutions for your business and your clients, and on-call support when you need it. Lifespan has a substantial network of more than 250 authorised representatives in over 160 offices across Australia. Since its inception in 1994, Lifespan has remained privately owned and, with the absence of institutional owners, our approach continues to allow you the flexibility to choose. It also means that we are here for the long haul.
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Verified contacts
35
available on Kipplo
LinkedIn employees
40
11 to 50 range
Open roles
—
no listings
Distinct roles
29
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- CL
Chris Lau
Senior Financial Planner · Finance & Accounting
EmailPhone - LL
Lisa Lu
Corporate Authorised Representative · Finance & Accounting
EmailPhone - RR
Robert Ross
Senior Financial Planner · Finance & Accounting
EmailPhone - ML
Martin Lundqvist
Administrative Coordinator · General Business & Management
EmailPhone - JA
John Ardino
Joint Managing Director · General Business & Management
EmailPhone - IH
Ian Holliday
Head of Research & Managed Accounts · Finance & Accounting
EmailPhone - JL
Janet Lim
National Practice Manager · General Business & Management
EmailPhone - MG
Michael Gershkov
National Practice Manager · General Business & Management
EmailPhone - ES
Eugene Serravalle
Compliance and General Manager · General Business & Management
EmailPhone
Showing 9 of 35 verified contacts
Top roles at Lifespan Financial Planning
29 distinct titles indexed · top 10 shown.
- 3national practice manager
- 2compliance and technical officer
- 2corporate authorised representative
- 2office manager
- 2senior financial planner
- 1accountant
- 1administrative assistant
- 1administrative coordinator
- 1administrator
- 1adviser and director of authorised corporate representative
- +19more titles
Sign up to unlock all 35 contacts at Lifespan Financial Planning
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Sign up to reveal 35 verified contacts at Lifespan Financial Planning
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