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Home > XY Adviser > Licensee Podcast Series #3 - Lifespan Financial Planning
Podcast: XY Adviser
Episode:

Licensee Podcast Series #3 - Lifespan Financial Planning

Category: Business
Duration: 01:03:05
Publish Date: 2025-10-27 11:00:00
Description:

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence

In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.

Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/ Lifespan Financial Planning Website: https://lifespanfp.com.au/

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