Financial Services Guide

Authorised Representatives are required to provide their clients with a Financial Services Guide (FSG).

The FSG details:

  • who Lifespan and your adviser are
  • how we can be contacted
  • how Lifespan and your adviser are paid
  • what services we are authorised to provide to you
  • details of any potential conflicts of interests
  • details of our dispute resolution procedures and how you can access them

Financial Services Guide (PDF)

Adviser Profile:

This Adviser Profile forms part of the Lifespan Financial Services Guide (FSG) dated 1 January 2020
and they should be read together. It states specific Adviser information and may assist you in
making an informed decision.

Adviser Profile (PDF)

Coastal Financial and Insurance Services

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