Financial planning & investment advice

In accordance with Australian financial services law, we deliver financial planning and investment advisory services under authorised representative arrangements with a financial services provider licensed by the regulator, the Australian Securities and Investments Commission (ASIC).

 

Our principal, Matthew Raftopoulos, is an authorised representative of financial services licensee Lifespan Financial Planning Pty Ltd, AFSL 229892 ("Lifespan").

 

Lifespan licensed financial services provided include:

 

Investment and superannuation
Life and income protection insurance
Social security planning
Retirement and estate planning
Referrals within Lifespan for:
  • Home & investment property loans & lines of credit
  • Business funding loans & lines of credit
  • Finance for business equipment & vehicles
  • Margin lending products

 

As licensed financial services provider, Lifespan head office provides technical assistance,  administration, quality control, compliance assurance, and other support services to its authorised representative offices.  However, all client contact in financial planning and investment advisory services matters is conducted directly with Matthew Raftopoulos as Lifespan authorised representative.

 

Lifespan Financial Planning Pty Ltd is one of Australia's few remaining truly independent financial planning dealer groups.  It is privately owned, and is not owned or associated with any bank, insurance company or other financial institution as are all of Australia's largest financial planning dealer groups. Lifespan financial planning advice and product recommendations are therefore independent of the policies and product distribution channels of banks and other financial institutions.

 

You can visit Lifespan at lifespanfp.com.au