Join a dealer group that helps you become a

Empowering financial advisers with expert support, innovative solutions, and a vibrant community to be a part of.

Book a Meeting

Schedule a no-cost consultation with our team to see if we are a right fit for your business.

5 star review by our clients

Next Gen Adviser

Key Benefits

Access to a suite of valuable services

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.

Get Started

Regulatory Support

A wide range of services to address all aspects regulations with personalised guidance tailored to you.

Expert Investment Management

Deliver superior client solutions with our managed accounts and access to the investment committee.

Network of services

Gain access to expert advice in tax, lending, investments, digital advice offering and more.

Our Services

Comprehensive support services tailored for financial advisers' success

Services to grow your practice

We offer tax, investment, lending, business coaching, and marketing expertise, seamlessly integrated into your business to help you thrive.

Learn More

Our service offering helps you achieve your business growth goals

Planning

Leverage our Managed Discretionary Account service to offer customised portfolios, tax benefits, and expert investment strategies that set you apart.

Learn More

Investment Management for Superior Client Outcomes and Growth

Investment Management

Reviews

Our advisers say it best...

Dane

"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."

Michael S.

"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, great place to belong to."

Shaun

LAM is a very easy licensee to deal with, no continual over burdening of compliance (as opposed to our previous licence – who wanted us to spend more time on compliance than servicing our clients), coupled with a great team always available for assistance. I have found the whole experience to be excellent and it has certainly exceeded my expectations. I would definitely recommend LAM to other advisers, particularly those advisers aligned with institutions, having the issues I previously had before moving across. The whole process to move was uncomplicated, completed with ease and the group as a whole is professionally managed, offering a wide range of additional benefits and services to their advisers.

How does LAM help with regulatory challenges?

We provide personalised guidance tailored to your unique situation, helping you navigate complex regulations and reduce regulatory fatigue.
How often will I connect with the adviser network?

We host monthly virtual Adviser Advantage sessions where you can earn CPD points. We also host and invite you to approximately 4 industry events through the year plus we host an annual conference.
What pricing model does LAM use?

We use a transparent, flat-fee model that covers training, professional development, knowledge access, and membership in professional associations.
How Do I Obtain a Financial Services Licence?

In Australia, you need a financial services licence (AFSL) to operate a financial services business. The licensing process can be challenging, especially if you're applying for your own AFSL. To qualify, you must demonstrate your competency, have sufficient financial resources, and meet key requirements such as training, compliance, insurance, and dispute resolution. Given the rigorous approval process, many advisers opt to partner with dealer groups like LAM, which offer comprehensive support and simplify the licensing process.
How Can I Scale My Practice with Additional Authorised Representatives?

If you're expanding your team, LAM can help you grow. We provide licensing and additional services like technology support, compliance, paraplanning and cyber security training to streamline your growth.
What Support Does LAM Offer Beyond Licensing?

Beyond licensing, LAM offers a range of integrated services, including compliance, technology support, paraplanning, tax & accounting, lending solutions, property services and investment management —everything you need to create a hollistic client service and grow your practice faster.
How Do I Get Started with LAM?

Becoming an authorised representative with LAM is easy—just reach out to us, and we'll guide you through the process.