Our Licensee
Life Assets
Life Assets Pty Ltd is wholly owned by it’s Director, Paul Stephenson, and is not influenced by any Investment House or Life Insurance Company. All fees and income received are clearly documented in a Statement of Advice provided to the client before the implementation of advice.
To provide financial planning advice in Australia a Financial Planning Business must be licensed through an Australian Financial Services Licensee holder.
Life Assets Pty Ltd is a holder of Australian Financial Services Licence No. 381102.
Life Assets Pty Ltd (Life Assets) is a boutique Australian Financial Services Licensee. Life Assets holds an Australian Financial Services Licence Number 381102 (ABN 71 010 170 228), granted by the Australian Securities and Investments Commission (ASIC). Life Assets is a Member of the Association of Financial Planners (AFA) and operates according to the Association’s Code of Ethics, meeting strict requirements designed to protect the rights of investors.
