3 Cyber Policies Financial Advisers Must Have
Financial advisers must prioritise cybersecurity. At Lifestyle Asset Management, we enforce strict policies for data sharing, client portals
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Professional Network
Our professional memberships are another reason why Lifestyle is known as a quality, independent licensee.
Why partner with us?
We offer solutions designed for time-strapped advisers, self-licensed financial planning practices, and corporate wholesale investment vehicles navigating complex regulations. Our expertise helps you meet the financial needs of your clients while ensuring compliance, so you can focus on what matters most—delivering exceptional value and service.
Experience at your fingertips
- Gain instant access to years of expertise in investment management, business coaching, tax and marketing.
Industry Leading MDA service
Our MDA service introduces your clients to managed accounts, unlocking efficiencies in your advice process. You’ll collaborate closely with a seasoned investment team to deliver exceptional results.
Confidence in advice
Rest assured, no challenge is too complex. We empower you to provide comprehensive solutions to clients, no matter the scale or intricacy.
No unexpected Fees
Enjoy transparency with a straightforward, flat fee that covers training, professional development days, and a wealth of knowledge resources.
Capabilities & Key Services
Our governance framework ensures transparency, accountability, and ethical conduct across all operations. Through robust oversight and well-defined processes, we safeguard the interests of our clients, stakeholders, and advisers.
Corporate Governance
We uphold the highest standards of compliance. Our dedicated Compliance team carefully reviews all advice files, offering personalised coaching and support to help LAM Advisers continually enhance the quality of their advice.
Compliance
Our tax and accounting team offers advisers a collaborative approach to managing clients' financials. Using the latest online software, we ensure that all tax and accounting needs are up-to-date, compliant, and optimised for the best possible outcomes.
Tax & Accounting
Asset Management
Our Advisers have access to a specialist Investment team that designs and manages a range of actively managed portfolios. These portfolios are tailored to maximise returns, taking into account each client’s risk profile and the broader economic environment.
Lending & Credit
Our loan team has access to over 50 lenders and competitive interest rates, ensuring your clients receive the best loan options. We seamlessly integrate lending solutions into your business for a seamless client experience.
Property
Lifestyle Property offers a comprehensive range of services to advisers, from detailed research and market analysis to listing and managing sales. The team is dedicated to guiding the adviser and client through every step of their investment journey, ensuring a seamless client experience.
The LAM Advantage
The LAM Advantage is being part of an organisaion that is big enough to make an impact and small enough to care.
With decades of experience in the financial services sector, our team has the expertise to support your business, ensuring that it thrives in a highly regulated environment.
Research (APL)
LAM Advisers have access to a research-backed APL, unbiased towards any product manufacturer and is managed by our expert investment committee.
Professional Development
You have monthly opportunities for professional development, a community of fellow advisers from around the country and an annual conference to mingle with your peers over a few days.
Support
Access to years of experience in Tax, Investment management, business coaching and marketing. These are ‘tap on - tap off ‘services at your fingertips and can transform how you are doing business.
Industry Events
Through LAM professional affiliations and industry connections you will benefit from invitations and complimentary tickets to leading industry events
Industry Insights Blog
Stay informed with our latest articles
Explore industry insights and dealer group news
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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