Online Access

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Quick Enquiry

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

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..

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

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

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

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

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

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