We are a leading specialist fund manager with over 175 years of investment expertise
Lifeplan Australia Friendly Society manages over $2billion in total funds under management and administration (as at September 2016) and is one of the largest managers of investment and funeral bonds in Australia. Lifeplan has a range of competitive, flexible and tax effective investments suitable for the different stages of an investors life.
Part of the Australian Unity Group - a national healthcare, financial services and independent & assisted living organisation providing services to almost one million Australians, including 300,000 members nationwide. Since 1840 Australian Unity has been providing services that enhance the wellbeing of Australians throughout the changing stages of their lives.
Derek has 22 years' experience in financial services spanning distribution and advice and joined us in 2013. His previous position was an executive leadership role within the advice channel at CBA. Derek holds a Bachelor of Economics from Flinders University, Graduate Diploma in Applied Finance and Investment (FINSIA) and a Diploma in Financial Planning.
Greg has 30 years' experience in the Banking and Financial Planning industries and is the National Manager, Strategy. Greg holds his Diploma in Financial Planning and was Money Management's Business Development Manager of the Year 2014, and also the inaugural winner of the Diamond Award in 2002, for client service and advice quality.
Paul has been involved in the Financial Planning industry for more than 29 years. Paul spent 13 years as a planner and obtained CFP designation in 1996. In 2000, he moved into practice management and practice development roles.
Ron has over 28 years experience in financial services with roles in Marketing, Leadership, Account Management, Business Development and Executive Management. Ron joined us in 2015. He was formerly with Equity Trustees, Perpetual and AXA. Ron holds a Bachelor of Business degree majoring in Marketing and Communication.
Ryan has 7 years industry experience and joined us in 2015. His previous position was in financial planning, working as a financial planner in the business and corporate banking areas of Commonwealth Bank. Ryan holds a Bachelor of Business majoring in both Accounting & Finance.
Michelle has 12 years' experience in the financial services industry with roles in Client Services, Financial Planning and Business Development. Michelle holds a both a Bachelor of Marketing and Applied Finance and an Advanced Diploma in Financial Services.
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Contact us today for more information on investing in one of our investment bonds.
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