New Lifeplan BDM to focus on business growth in southern states

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Lifeplan Funds Management has appointed Paul Bugg to the position of business development manager for Victoria and Tasmania. The appointment follows the promotion in October of Greg Bird to the newly created role of national business development manager.

Mr Bugg has more than 25 years’ experience in the financial planning industry, most recently as practice development manager with Macquarie Group. Prior to this he was a practice development consultant for BT Financial Group, and was a financial services manager for Commonwealth Financial Planning. Mr Bugg was also a financial planner with Commonwealth Financial planning for 13 years. He holds a diploma of financial planning.

Derek Emery, head of specialised product sales, Lifeplan Funds Management, says Mr Bugg’s appointment fills an important role in the business following the promotion of Mr Bird, and underlines the importance of Lifeplan’s adviser relationships in the southern states.

“Paul is a senior appointment and he brings with him a wealth of knowledge and understanding of the financial services industry. His broad range of experience spans strategy and program development, as well as business mentoring and coaching to assist advisers to develop their skills and capacity,” Mr Emery says.

The appointment comes at a key time for the company, as Lifeplan sees increased demand from financial advisers for investments bonds.

“Paul’s own experience as a financial planner will be invaluable in further building Lifeplan’s relationships with financial advisers in Victoria and Tasmania. His success as both a financial planning practitioner and a financial planning manager make him an excellent fit with the business as it prepares for strong adviser demand in 2015,” Mr Emery says.


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

For more information please contact:

Derek Emery – Phone: 08 8236 4789

21 November 2014