LifePlan creates new national BDM position
Lifeplan Funds Management has reacted to increased adviser demand for investments bonds by creating a new position - national business development manager.
The company announced this week that, in doing so, it had promoted Greg Bird to the role from his current position as business development manager, Victoria.Tasmania.
Prior to joining Lifeplan, Bird was advice quality manger with Colonial First State and was also a senior financial planner with Commonwealth Financial Planning for 11 years. He holds a diploma of Financial Planning.
Commenting on the appointment, LifePlan head of specialist product sakes, Derek Emery growth within the team was a reflection of the re-emergence of interest from financial planning groups and advisers in the use of investment bonds as they strive for quality of advice outcomes for their clients
“For many advisers, this has been a forgotten tax structure until recently, and for others it is a brand new opportunity opening up alternative solutions for clients,” he said. “Greg’s appointment increases the experience and depth of the leadership team within Lifeplan Funds Management and provides additional technical and sales support to the BDM team.”
Bird will continue to work with key relationships within the Victorian market that have been established over recent years, as recruitment for a Victorian BDM takes place.
Recommended for you
ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers.
With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Australian financial advice.
The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26.
AMP North has added three new managers to its range of managed accounts for financial advisers and also extended its existing partnership with Betashares.
