Our Licensee
Infocus and 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 Corporate Authorised Representative of Infocus Securities Australia Pty Ltd.
Infocus provides us with software, investment research and administration support to help achieve success for our clients.
Infocus Securities Australia Pty Ltd (Infocus) is a boutique Australian Financial Services Licensee. Infocus holds an Australian Financial Services Licence Number 236523 (ABN 47 097 797 049), granted by the Australian Securities and Investments Commission (ASIC). Infocus is a Principal Member of the Financial Planning Association of Australia Limited (FPA) and operates according to the Association’s Code of Ethics, meeting strict requirements designed to protect the rights of investors.
