Licensee Podcast Series #3 – Lifespan Financial Planning
Licensee Podcast Series 27 October 2025
Earn 1.0 CPD here
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.
Explore the road less travelled at PM Capital
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