Company Information

Get to know Lifespan Financial Planning

Established in 1994, Lifespan Financial Planning is a prominent Australian Financial Services Licensee (AFSL) that is not owned by any bank or financial institution. The company's mission is to be the non-aligned licensee of choice, empowering a national community of over 250 financial advisers with the necessary compliance, education, training, and technical support. They focus on enabling their advisers to provide professional, compliant, and ethical financial advice to clients in areas such as wealth management, superannuation, and personal insurance.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Lifespan Financial Planning

Australia

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.