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AFS Licence no. 229892CELEBRATINGSUPPORTING ADVISERS

Since 1994 Lifespan has been focused on helping itsadviser community to thrive! Whether through supportingthe growth and sustainability of advice businesses, orenabling greater connection with clients.We recognise and value the importance of financialliteracy and Australians being able to access qualityfinancial advice. We look forward to discussing whetherLifespan might be the perfect partner for your business.I am proud of the tight-knit community that we have builtat Lifespan. We pride ourselves on being approachableand easy to deal with, at every level of our business. Wetreat our adviser community like family, and family is veryimportant to us. Our primary focus is to ensure we provide you thesupport to build a quality advice business, with the peaceof mind of knowing that we are here for the long term. With Lifespan, you have the freedom to grow at your ownpace, and we are always available to listen, understandand solve problems together.Please do not hesitate to reach out to discuss if Lifespanmight be the right fit for your business in the future.

A N A W A R D - W I N N I N GA D V I C E C O M M U N I T YCELEBRATINGSUPPORTING ADVISERSLifespan is a leading community of professional, client-focusedfinancial advisers. Since 1994, we have grown to become one ofAustralia's largest privately owned advice communities,delivering the flexibility to choose the right solutions for yourbusiness and your clients, and on-call support when you need it.

I T I S A L LA B O U TC O M M U N I T YCommunity is just as important to us,as it is to you. Our advisers and the Lifespan teamconnect and grow together, sharingideas, insights, and encouragement. We continue to grow and attractnew advisers looking for acollaborative licensee partner, who want to be a part of an open,professional, and inclusive advicecommunity.

A B O U T U SThrive, with asupportive community.A V E R A G E A G E O F AL I F E S P A N A D V I S E R(industry average* is 52) 49 A D V I S E R S H A V EB E E N W I T H U S M O R ET H A N 7 Y E A R SO N E O F T H EL A R G E S T P R I V A T E L YO W N E D L I C E N S E E SSimpler - by sharing the burden ofongoing regulatory change, with robustand reasonable processes.More flexible - the option to tailor yourservice levels to your business needs.More certain - with the reassurance ofknowing we're here for the long-term. 6 P R A C T I C ED E V E L O P M E N T1 3 C O M P L I A N C E &T E C H N I C A LO V E R 3 0 S T A F F T OS U P P O R T Y O U RA D V I C E B U S I N E S SI N C L U D I N G :We believe in making every aspect ofoperating your advice business:*Adviser Ratings 2024 Australian Financial Advice Landscape report

S U P P O R T A N DF R E E D O M T OT H R I V EGrow your business yourway.Lifespan empowers your entrepreneurial spirit,working to support you to provide quality adviceto your clients.We support a wide range of investment andinsurance platforms and products. W I D E C H O I C E O FP L A T F O R M & P R O D U C T S W I D E C H O I C E O FI N S U R A N C E P R O V I D E R SWith our Approved Product Listcontaining most mainstreamplatforms, advisers can enjoyseamless transfers to Lifespan &continue to write business onplatforms they know and trust. The Lifespan Approved ProductList contains all major retailinsurance providers and we enjoystrong relationships with allproviders.

W E S H A R EY O U R V I S I O NWe understand yourbusiness and how to helpyou get the most out of it.T A I L O R E D B U S I N E S SS U P P O R TE D U C A T I O NOne of the main reasons adviserspartner with Lifespan is ourindividualised approach to practicemanagement support. With a well-resourced team dedicated tosupporting your business to grow, youcan focus on what is important to you.In addition to our annual nationalconference, we offer you professionaldevelopment opportunities via PD Days(3 times a year), as well as regularexclusive training sessions. To keep your learning up-to-date, allLifespan advisers have access to KaplanOnTrack to help you undertake, record,and manage your ContinuingProfessional Development.R O B U S T A N D R E A S O N A B L EC O M P L I A N C ECompliance is not about making youradvice process more complicated. A robust and reasonable approach tocompliance ensures that your client isprovided quality advice, appropriatefor their circumstances. We are highlyresourced to provide ongoing supportand guidance through our Plancheckprocess. This provides you peace of mindregarding advice delivered by you andyour Lifespan adviser community.

E U G E N EA R D I N OChief Executive OfficerE U G E N ES E R R A V A L L ECompliance & GeneralManagerO U R  M A N A G E M E N T  T E A MM A R C E L OF E R N A N D E ZChief Financial Officer

National PracticeManager (VIC based)K E V I NM A Y N ENational PracticeDevelopment Manager(QLD based)Marketing DevelopmentManagerM I C H A E LG E R S H K O VL I S AG R E G O R YO U R  M A N A G E M E N T  T E A MNational DealerDevelopment Manager(NSW based)A L A N M C T I G H E

Our Managed Portfolio & MDA solutions enable youto provide efficient and responsive advice to clients.The service enables you to streamline your advicedelivery and outsource the portfolio managementto the experts.With 30 portfolio options, the Lifespan ManagedPortfolio & MDA service offers a suite of StrategicAsset Allocation 'SAA' blended, with Tactical AssetAllocation 'TAA' portfolios, including a low-costindex option.B R I A N L O N GSenior InvestmentSpecialist- ManagedAccountsOPERATING MANAGEDOPERATING MANAGEDPORTFOLIO & MDA SERVICEPORTFOLIO & MDA SERVICE MANAGED PORTFOLIO &MDA SOLUTIONSTRANSFORM YOUR BUSINESSBrian Long works alongside the Lifespan Practice Developmentteam, to support and educate advisers to effectively use theLifespan Managed Portfolio and MDA service with their clients.Education is key. Alongside Brian educating and supportingadvisers, we have a wealth of client material to assist advisers toexplain and educate their clients regarding the MDA and managedportfolios. Brian is also a valuable member of the Lifespan InvestmentCommittee.

J O H NK O U N A D I SResearch ManagerPARAPLANNINGShould you prefer to outsource yourparaplanning, Lifespan offers bothinternal paraplanning solutions andoutsourced providers who are familiarwith the use of the Lifespan templates.RESEARCHLifespan employs a dedicated in-house research manager,John Kounadis, who maintains the APL, our managedportfolios, and shares his expertise across our advicecommunity.John has an in-depth understanding of the fundsmanagement process, as well as the macroeconomicenvironment. He is well placed to evaluate products andidentify the underlying skill sets of investment managers.If there's a product you wish to recommend not already onour broad APL, there is a straightforward and reasonablespecific approval process in place.Lifespan also provides access to MerceriS research, andyou have the freedom to use an alternative researchhouse, should you prefer.Our pricing is very competitive andwe work closely with you, to makethe process as smooth as possible.

Nielle RamosWe have developed educationpathways for our advicecommunity. To support this weprovide access to discountedKaplan Professional modulesand work closely with advisersto ensure that educationrequirements are met. These services are available toall advisers under our licenseeservices, and we encourage youto discuss what you need froman educational perspective sothat we can be of assistance.EDUCATIONPATHWAYS MARKETINGWe are passionate about enabling ouradvice community to engage and connectwith their clients and prospective clients.We provide a range of marketing servicesto support this, including newslettercontent, and a comprehensive clientcommunication library. We also work withpractices assisting with communicationand digital strategy.

ADVISER REMUNERATION PAYMENTSAdviser payments are paid twice a month andinclude detailed breakdowns regarding the sourceof the remuneration and each client account. Wecan also accommodate the direct payment of anyagreed referral fees to joint venture partners ifneeded. We use REVEX to process and administer adviserpayments. You are encouraged to subscribe toaccess detailed remuneration reporting for yourpractice. TRANSITIONALLOWANCESTransitioning to a new licensing arrangement canbe disruptive and at times financiallyoverwhelming. We may offer fee waivers ordiscounts during the initial transition period, tosupport you during this process.FEESWe understand that every advice practice has itsindividual needs and cashflow. We enable advisersto negotiate a competitive arrangement with usthat meets these needs.Depending on the needs and preference of yourbusiness, fees can take the form of an:agreed adviser/licensee % share arrangement,including a reduced monthly amount or;annual fixed fee.

S U P P O R T I N GY O U R B U S I N E S SY O U R W A YWe understand yourbusiness and how to helpyou get more out of it.We are here for you. We pride ourselves onbeing accessible and responsive in the serviceand support that we provide our Lifespancommunity.You can benefit from our well-resourced team,whilst experiencing the personal care andconnection of our tight-knit advice community.We also value our strong relationships withprofessional partners, across technology,education, product and platform, compliance,research, technical and so much more. We willengage the very best services that will supportyou to provide quality advice to your clients.

Lifespan works closely with a number of Corporate Education Partners throughout the course ofthe year. The support from these partners is integral to our capacity to deliver content andmaterial that not only maintains the currency of knowledge, but also enriches the competencyof our advisers, their staff, their businesses, and the financial wellbeing of their clients. E D U C A T I O NP A R T N E R SInsurance is issued by MLC Limited. MLC Limited uses the MLC brand under licence from the Insignia Financial Group. MLC Limited is part of the Nippon Life Insurance Group and is not a part of the Insignia Financial Group.

S E L F - L I C E N S E ES O L U T I O N SWe understand that onesize does not fit all. T O N YM A N T I N E ONational PracticeConsultant - Head ofLifespan Partnership• Bespoke pricing offers• Broad APL• Tailored support services• MDA solutions• FASEA pathways via Kaplan • Cost effective para-planning• Our XPlan site (optional),alternate software solutionsLifespan Financial Planning offers a self-licensingsolution to those practices that are looking tooperate under their own AFSL. Lifespan Partnershipprovides existing and aspiring self-licensees with acomprehensive suite of support services.Lifespan Partnership will help you:Focus on your business, and reduce thedistractions that come with operating your ownAFSL.Spend more time with your clients, and lesstime managing your licence requirements.Trust that your ongoing compliance support isbacked by an independent expert in conjunctionwith a privately owned Licensee, providing up-to-date and best practice compliance resources.Manage your Responsible Managerobligations with peace of mind that comes fromappropriate training and guidance.Access licensee services that are flexible, andmodularised to enable you to mix and match theservices that best suit your needs at any time.Control your certainty as you navigate yourpersonal self-licensee journey.Contact: P: 0405 357 634E: tony.mantineo@lifespanpartnership.com.auW: lifespanpartnership.com.au

W H A T I S N E X T ?Whatever your successlooks like, we'll help youget there.• Bespoke pricing offers• Broad APL• Tailored support services• MDA solutions• FASEA pathways via Kaplan • Cost effective para-planning• Our XPlan site (optional),alternate software solutions• Build & promote your brand• Develop & use your collateral • Upon joining Lifespanexperience a "business as usual"approach where ever possible• Transition support• Guaranteed bulk release of allyour clientsIt's not all about us. We will promote and support your brand identity.We provide the flexibility for you to choose the right solutions for your businessand your clients.You have the freedom to grow at your own pace, with our support. We will share the burden of compliance, with a robust and reasonable complianceapproach.We understand how disruptive the transition may be, and will work with you tomake it as seamless as possible.Your brand and cultural identity are important.We understand this and will work closely withyou to ensure that this continues to grow andthrive.

Lifespan Financial Planning Pty Ltd AFSL 229892 Level 24, 1 Market Street, SYDNEY NSW 2000T 02 9252 2000 Wlifespanfp.com.auF O R M O R E I N F O R M A T I O NAlan McTigheNSW BasedNational Dealer Development Manager0409 969 472alan.mctighe@lifespanfp.com.auMichael GershkovVIC BasedNational Practice Development Manager0438 776 666michael.gershkov@lifespanfp.com.auThis document is for adviser use only and is not for public distribution It has been prepared as a guide only. This document was prepared byLifespan Financial Planning Pty Ltd, ABN 23 065 921 735 AFSL no. 229892Kevin MayneQLD BasedNational Practice Development Manager0488 006 600kevin.mayne@lifespanfp.com.auTony MantineoNational Practice Consultant Head of Lifespan Partnership0405 357 634tony.mantineo@lifespanpartnership.com.auSupport and freedom to thrive,your way.