Lifespan Live Season Three Episode 4. You have got your own AFSL...Now what?

30/11/2022 22 min Episodio 15
Lifespan Live Season Three Episode 4. You have got your own AFSL...Now what?

Listen "Lifespan Live Season Three Episode 4. You have got your own AFSL...Now what?"

Episode Synopsis

Head of Lifespan Partnership, Tony Mantineo, joins Lisa Gregory to provide some insights for practices that have recently successfully applied to hold their own Australian Financial Services Licence. What are the support options available, what are the major challenges that new self-licensees often face, and how important is it to plan well beyond acquiring your AFSL, to ensure that both your advisory business and licence continue to thrive?