Lifeplan strengthens sales team

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April 20, 2011
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April 27, 2011

Lifeplan Funds Management has continued to strengthen its sales team, appointing three new business development managers – Mr Colin Falls, Mr Jarrad Gray and Mr Greg Bird.

Lifeplan Funds Management has continued to strengthen its sales team, appointing three new business development managers – Mr Colin Falls, Mr Jarrad Gray and Mr Greg Bird.

Mr Falls, who will look after Lifeplan’s New South Wales and Australian Capital Territory adviser relationships, joins Lifeplan from environmental organisation Greening Australia, where he was responsible for corporate and national partnerships as well as the communications strategy. He has also worked at Citigroup Financial, Bridges Financial Services, Associated Planners (now Genesys Wealth Advisers) and ING Australia.

He has 10 years financial services experience and is currently studying for a diploma in financial services (financial planning).

Mr Gray has 11 years experience as a financial adviser and business development manager, and will be responsible for adviser relationship management in South Australia, Western Australia and the Northern Territory. He has been a business development manager at Willmott Forests Limited, Asteron and most recently within the Bendigo and Adelaide Bank wealth distribution team, as well as a financial adviser at ANZ and Bank SA.

He has a diploma in financial planning and completed a double major from Flinders University in psychology and legal studies.

Mr Bird’s 24 years experience in the finance sector includes financial planning and compliance roles with Colonial First State, Commonwealth Financial Planning and the State Bank of Victoria. At Lifeplan he will be responsible for managing adviser relationships in Victoria and Tasmania. He holds a diploma of financial planning from Deakin University.

Mr Matt Walsh, head of Lifeplan, said the appointment of such experienced business development managers will support Lifeplan’s strategy of working closely with advisers to help them with their client relationships.

“Advisers are continuing to develop ways to offer tailored outcomes to their clients throughout the different stages of life. Our aim is to work with advisers to promote these strategies to their clients.

“All three of the new business development managers have years of experience working with advisers, and have a good understanding of adviser and client needs,” Mr Walsh said.

Lifeplan Funds Management is a specialist business of Australian Unity Investments, with total funds under management and administration of $2 billion (as at 31 March 2011). It is a market leader in investment and funeral bonds, and a provider of education investment funds.

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For more information please contact:
Matt Walsh – 08 8236 4706

21 April 2011