In this role he will be responsible for maintaining and developing relationships with advisers and licensees in the Queensland and Northern Territory financial services markets.
Mr Grima has over 25 years’ financial services experience and joins Lifeplan from Equity Trustees, where he was a key account manager.
Prior to joining Equity Trustees, he was national account manager with AXA. He has also worked with Invesco Australia as state manager, and Perpetual as senior account executive, as well as holding business development roles at Lend Lease Financial Planning and Royal & Sun Alliance.
Mr Emery said that Mr Grima’s appointment was a welcome addition to the Lifeplan BDM team.
“With 27 years’ experience in business development and account management and over 20 years’ experience in leadership and people management, Ron’s experience and skillset will be of value to the team as they continue to maximise Lifeplan’s presence in the Queensland market.
“Ron’s reputation among his colleagues and past clients is that of an exceptional senior manager, dedicated to client service and the delivery of corporate objectives.”
Mr Grima holds a bachelor of business from the Queensland University of Technology.
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.
For further information, please contact:
Head of Distribution, Lifeplan Funds Management
Phone: T: 08 8236 4789 M: 0438 509 838