top of page

Feeling shackled by your current licensee?

We'll help you break free and

become a next generation Adviser.

Tax, Super & Wealth

One Stop:


Watch our intro video

Icon_Yellow arrow.png


We understand the frustrations of Advisers today.

We understand just how tedious the financial sector has become over the last 10 years.

Great advisers now bogged down working ‘in’ the business, not ‘on’ it.

The quest for productivity, quality and speed has spawned a remarkable number of management tools and techniques. Despite the operational  improvements being dramatic, many businesses have been sucked into the vortex of efficiency but are unable to grow.


We provide integrated solutions for “time poor” advisers, self-licensed financial planning practices and corporate “no advice” wholesale investment vehicles struggling to understand the regulations and still meet the demands of their clients' financial needs.

Experience at your Fingertips

When you join LAM you have immediate access to years of experience in Tax, Investment management, business
coaching and marketing. These are ‘tap on - tap off ‘services but they are at your fingertips and can transform how you are doing business right now.

Industry Leading MDA Service

The MDA service introduces your client to managed accounts and all the tax benefits. It allows you to work with the highly experienced investment team making
this a point of difference between you and other
advisers. And what a bonus - No Records of Advice!

Confidence in Advice

You’ll never be concerned that you can’t provide your client with a complex tax solution, no matter how detailed or how big.

No Nasty Fee Surprises

You’ll only pay an agreed flat fee, which provides you with training, professional days, a college of knowledge
and the chance of joining some helpful and fun associations.

This not only broadens your business model, it creates a compelling value proposition that will sustain your business for years to come.

"When we find Advisors of substance,

we treat them as Financial Wizards"


Lifestyle offers its Authorised Representatives a suite of valuable services, such as:


Business coaching, strategic planning & development

Icon_Money statements.png

Commission handling &

revenue statements


Risk management & advice

LAM_Icons (5).png


Tailored marketing solutions


Independent Investment committee, access to advice &
dialogue with the experts

LAM_Icons (13).png

Tax solutions

LAM_Icons (15).png

Paraplanning &

assistance with advice


Training & professional development - Online CPD, regular webinars, 4 x professional days


Dynamic Approved Product List (APL)

LAM_Icons (14).png

Managed accounts &

MDA services

Blank clear square.png


We also offer governance & compliance for

self-licensed Advisers.

Photo_Independent advisor.png

By joining Lifestyle, you will gain access to our company network, adding further experience and services to your offering.

Logo of Stonewall Capital
Logo of Lifestyle Tax & Accounting
Logo of Wealthy & Wise Franchising
Our Team


Image of David Bainbridge

David Bainbridge

Company Secretary &
Head of Governance

Image of Scott Heathwood

Scott Heathwood

Head of

Strategic Planning

Image of Jeremy Goodsir-Cullen

Jeremy Goodsir-Cullen

Head of

Corporate Services

LAM_Icons (22).png

Louise Fitzpatrick



LAM_Icons (23).png

Toby Lewis

Chairman of the

Investment Committee

Luke Headshot_edited.jpg

Luke Borthwick

Group General Manager


By joining Lifestyle, you will enter into our Australia-wide network of top tier Financial Advice firms.

You will also unlock access to our recommended and affiliated companies.

Michael Sykes.png

Michael, Financial Adviser

Lifestyle provide me with the freedom to work independently, but I know they are only a phone call away when I need help putting together my advice. A great place to belong to!

Dane Rabot.png

Dane, Financial Planner

The transition to Lifestyle was done with ease. Since joining Lifestyle I feel like I can get on with my business and, if I need help, the team is only a call away.


Our professional memberships are another reason why Lifestyle is known as a quality, independent licensee.




For any inquiries, questions or commendations, please call: 1300 226 271 or fill out the following form

Head Office

Level 35, One International Towers

100 Barangaroo Ave | Sydney NSW 2000

Tel: 1300 226 271

Contact Us

Thank you for your message, we will be in touch soon.

Logo_LAM Vector.png
bottom of page