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LIFESPAN FINANCIAL PLANNING PTY LTD
AFSL 229892 · ABN 23065921735 · SYDNEY, NSW · Licensed since 2003
Corporate GroupNational
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308
Advisers
18.5 yrs
Avg. adviser experience
7
States
4%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 49%SMSF Assoc. 5%CPA 7%CA ANZ 3%AIOFP 4%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, SA, TAS, VIC, WA
Corporate group: Castleguard Trust
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