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  3. Adviser demand for investment bonds prompts growth in Lifeplan BDM team

Adviser demand for investment bonds prompts growth in Lifeplan BDM team

29 Sep 2014

Mr Bird has 27 years’ experience in banking and financial planning, and was most recently business development manager, Victoria /Tasmania, with Lifeplan Funds Management. Prior to this he was advice quality manger with Colonial First State and was also a senior financial planner with Commonwealth Financial Planning for 11 years. Mr Bird holds a diploma of Financial Planning.

Mr Derek Emery, head of specialised product sales, Lifeplan Funds Management, says the growth within the team is 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.

“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.

“Greg’s years of experience as a financial planner, in conjunction with his BDM approach, have resulted in first class feedback from planners, financial planning group leaders, and peers.

“Greg has been a proven performer within the sales team over the past few years and achieved industry recognition in 2014 as the National BDM of the Year,” Mr Emery says.

Mr 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.


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 Head of Specialised Product Sales Phone: 08 8236 4789 Email:

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