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Welcome to
Life Plan FP Australia

AFSL for General Advice Advisers

Life Plan FP Australia AFSL 277681 is a dealer group that specializes in providing licensing and support services to General Advice advisers. General advice requires comprehensive adherence to the to the governing regulations and Life Plan FP Australia has developed policies, procedures, monitoring and supervision standards for the correct implementation of General Advice.

​Life Plan FP Australia has more than 10 years’ experience with guiding and supporting General Advice advisers and our aim is to be the dealership of choice for those who want to specialise in General Advice.

​Life Plan FP Australia offers licencing solutions to professionals who require the systems and support that enables them to implement General Advice for their clients.


Life Plan FP Australia AFSL 277681 was established more than 10 years ago as a quality boutique dealership for like-minded advisers. Life Plan FP Australia was created by a group of highly experienced advisers with the main purpose of delivering support services to their advisers in a way that they themselves would expect to be supported.

​We provide professional training, ongoing mentoring and marketing tools to assist you to better and more efficiently provide valued services to your clients.

​Business development, coaching, flexibility, support, expertise and total commitment to providing you with the support you need to grow your business, are just some of the benefits you will enjoy from the Life Plan FP Australia team.

​With the changing shape of the financial services industry, we have recognised consumers’ demand for a less complicated path to choosing their own life insurance cover to protect their family and assets in the event of a crisis or tragedy.


Compliance support

We have systems and procedures in place to manage all new requirements. Our compliance team is available anytime to answer all your questions.

Direct access to decisions makers

and support staff to make things happen. Your enquires are followed up within 24 hours.

Commission handling

with state of the art, accurate payment systems. We process commission weekly to guarantee your cash flow.

​Ongoing CPD training & professional development

is provided to support you to stay current and ahead of your game.

Smooth onboarding process

and reliable ongoing support. We will do all the transfer for you so there is nothing you need to do.

Affordable and flexible fees

We can offer a fixed monthly fee or a flexible option of a small fixed fee and percentage of your income to help you start.

The benefits of joining Life Plan FP Australia include:

Client Complaint Management Process

Client Complaint Management Process

What Should You Do If You Have A Complaint?

As the holder of an Australian Financial Services Licence, we must have appropriate measures to solve Disputes (Complaints).

Our process is that any complaint (an expression of dissatisfaction where you – the client expect action and / or a reply) is handled in the following manner:
1. We will acknowledge your complaint within 24 hours of receipt.
2. We will initially investigate your complaint within 5 days of acknowledgement and attempt to resolve the matter to your
3. However in certain more complex situations, to investigate the matter appropriately we may take longer but no longer than 30 days after we received your complaint.
4. If you are not satisfied with our response you are entitled to take your complaint to:
Australian Financial Complaints Authority (AFCA)
GPO Box 3
Melbourne Vic 3001
Phone: 1800 931 678

This is a free service.