Lifespan to assist advice firms towards their own AFSL

Advice dealer group Lifespan Financial Planning is launching a broad-ranging support service for advice businesses transitioning to their own individual licence.

Launching in February 2020, Lifespan Partnership will provide support services including compliance, practice management and responsible manager education and training, according to a statement.

It will also facilitate new AFSL applications for those groups wanting to make the transition to their own AFSL.

In establishing the new service, Lifespan has appointed Jill Tunkin as national practice consultant to head the new venture and will be based in Melbourne.

Ms Tunkin will also assist with Lifespan’s managed discretionary account (MDA) offering and the growth and development of Lifespan Financial Planning generally, working alongside national dealer development manager Alan McTighe and the recently appointed national practice development manager, Michael Gershkov.

Ms Tunkin joins Lifespan from Dynamic Asset Consulting where she was national sales manager. She has a financial services career spanning 30 years, with roles in financial planning, investment management, banking and insurance.

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Lifespan chief executive Eugene Ardino said Ms Tunkin’s practice management and investment background would strengthen Lifespan’s commitment to practices wanting to join the Lifespan family as well as its existing network.

“Jill has a wealth of experience in developing businesses of this kind from the ground up. We are very pleased to have someone of her calibre leading what we expect will become a key channel for Lifespan Financial Planning,” Mr Ardino said.

Ms Tunkin said she was very passionate about the launch of Lifespan Partnership as it will be a support service for self-licensees that is flexible, adaptable and reflects the values of Lifespan.

“There is much change unfurling within our industry in the wake of the Hayne royal commission, particularly in relation to new AFSLs entering the market. Lifespan Partnership is designed to allow self-licensees to seamlessly navigate and embrace those elements of change,” Ms Tunkin said.

Lifespan to assist advice firms towards their own AFSL
Eugene Ardino
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Adrian Flores

Adrian Flores

Adrian Flores is a features editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

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