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Lifeplan Funds Management has consolidated its push into the West Australian market with the appointment of Mr Ryan Francis to the newly created role of business development manager. Mr Francis will be based in Perth and will report to Lifeplan’s head of distribution, Mr Derek Emery. 

The move follows the recent appointment of Mr Ron Grima as Lifeplan business development manager for Queensland and Northern Territory. 

With five years experience in the financial services industry, Mr Francis joins Lifeplan from the Commonwealth Bank in Perth, where he was a business financial planner. 

Mr Emery said the appointment of Mr Francis is timely, as the business expands into Western Australia.

“Ryan’s past experience as a financial planner with strong technical skills and client relationship management more than prepare him to work with the Perth team as we look to grow our footprint in Western Australia,” Mr Emery says. 

“His appointment will increase the span of our business development and service capabilities as Lifeplan prepares itself for its next stage of growth.” 

Mr Francis holds a bachelor of accounting and finance from Edith Cowan University. 

Lifeplan Funds Management is a specialist business of Australian Unity Investments.  It is a market leader in investment and funeral bonds, and a leading provider of education investment funds. 

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For further information, please contact

Derek Emery
Head of Distribution, Lifeplan Funds Management
Phone: 08 8236 4789
Mobile: 0438 509 838