Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 13 results for "Lifeplan Funds Management"

Pengana grows team ahead of fund launch

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... include key account manager at Equity Trustees and business development roles with Australian Unity's Lifeplan Funds Management and the BT Financial Group. Alex Keen will be regional distribution manager for New South Wales. Keen was previously senior ...

Lifeplan appoints national BDM

STAFF WRITER  |  WEDNESDAY, 1 OCT 2014
Lifeplan Funds Management has appointed Greg Bird to the newly created role of national business development manager. The position was created in response to increased demand from financial advisers for investment bonds. Bird was most recently business ...

New laws bring aged care advice into the spotlight

LAURA MILLAN  |  MONDAY, 7 JUL 2014
... a 3.9% return on the $12,000 investment, in addition to what investment return is achieved," head of Lifeplan Funds Management Matt Walsh said. To read more about the aged care reform, read the FS Advice Aged Care issue.

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... International Centre for Financial Services (ICFS) released its latest Financial Advice Satisfaction Index with Lifeplan Funds Management, delivering findings that client satisfaction has increased. The improvement of all three performance measures - ...

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Lifeplan Funds Management has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey is undertaken every six months by Lifeplan Funds Management in conjunction with the University of Adelaide and looks at investor attitudes towards their advisers. The survey tests perception ...

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
... youngest clients and those closest to retirement - to adjust to the market condition," said Matt Walsh, Lifeplan Funds Management general manager of strategy and Development. The University of Adelaide's International Centre for Financial Services, which ...

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
The $5.5 billion Australian Unity is planning to merge with Lifeplan Funds Management - a deal that would create a funds management group with more than $7 billion in funds under management. Australian Unity announced late last week that a merger proposal ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...

Lifeplan appoints new solutions manager

RUTH LIEW  |  FRIDAY, 22 FEB 2008
Specialist investment firm Lifeplan Funds Management has appointed Alison Massey to the debut role of national adviser solutions manager. The new position was created as a result of investor demand of Lifeplan's specialised products. Massey was previously ...
PAGE:
1
PREVIOUS
NEXT