About Lifespan Financial Planning

Lifespan Financial Planning Pty Ltd is one of the few remaining independently owned financial planning dealer networks and has no ownership links with any other financial institutions.

The principals of Lifespan Financial Planning not only have many years experience but also are highly regarded throughout the industry as being both ethical and professional.

Lifespan Financial Planning works through its authorised representatives to provide a full range of financial services to their clients.

Lifespan Financial Planning prides itself on having its own research capability and draws on internal and external research on investments, in conjunction with economic and industry sector research to assist with sound investments decisions based on that research.

Lifespan Financial Planning Pty Ltd is a principal member of the Financial Planning Association.

Who is MJB Financial Planners?

MJB Financial Planners is a financial services business owned by Duncan Walker who operates as an authorised representative of Lifespan Financial Planning Pty Ltd.

Qualifications / Experience

Duncan has been associated with the financial services industry since 1969 when he joined a Chartered Accounting firm in Brisbane. He has worked for Chartered Accountants in a number of roles since then from audit of large public companies to assisting small businesses with taxation advice and advice regarding appropriate trading structures.

Duncan resigned from his position in the Chartered Accountants office in 2001to set up his own financial advising practice.

Duncan holds a Diploma of Financial Advising and is an affiliate with the Securities Institute of Australia and an affiliate with the Financial Planning Association.