Lifeplan have a team of experienced Business Development Managers ready to assist with any queries or requirements.
Alison Massey Dip. FP
Adviser Solutions Manager
Business Development Manager - New South Wales
I have 33 years experience in the Financial Services industry with over 20 of those as a practising Financial Planner and three years as a BDM for Lifeplan. I aim to provide quality service in a friendly and efficient manner and believe that developing strong, long term relationships is the key to helping you achieve your goals.
Contact Details:
Mobile: 0417 819 686
Email: alison.massey@lifeplan.com.au
Mike Younger B.Ec, Dip. FP
Business Development Manager - Queensland & Northern Territory
I have approximately 16 years experience in the Financial Services industry, including 5 years as a qualified Financial Planner within a national independent financial advisory group. My objective is to deliver quality service to planners, and to develop a lasting collaborative relationship with advisers to help maximise the long term benefits to their client base.
Contact Details:
Mobile: 0419 030 673
Email: mike.younger@lifeplan.com.au
Trevor C Holst F Fin
Business Development Manager - South Australia & Western Australia
I have over 30 years experience in the banking and finance industry, most recently as the loans manager at Lifeplan. My main objective in this new role as BDM is to continue to provide excellent customer service and to build strong relationships to ensure profitable growth for all concerned.
Contact Details:
Mobile: 0417 088 197
Email: trevor.holst@lifeplan.com.au
Rosa Velkovski Dip. FP
Business Development Manager - Victoria & Tasmania
I have over 20 years experience in the banking and finance industry, including six years as a Financial Planner at the Commonwealth Bank and two years as a Senior Planner. I hold a Bachelor of Business Degree and a Diploma in Financial Planning.
Contact Details:
Mobile: 0438 813 797
Email: rosa.velkovski@lifeplan.com.au
Important Information
The information on this site does not take into account the financial objectives, situation or needs of any particular person. You should consider whether or not a product is appropriate for you. In deciding whether to acquire an investment or savings product please consider the current relevant Product Disclosure Statement, Terms and Conditions or Disclosure Document which are available from the product issuer, Lifeplan on 1300 1300 38. Some of these documents can be downloaded from this web site. Click here for more important information. Lifeplan also recommends that you read our Financial Services Guide. Lifeplan's contact details are provided only for inquiries by individuals or organisations about the products and services it provides. It does not give permission for them to be used for unsolicited marketing. Products referred to on this site are only available in Australia. Click here for Prudential Information for Lifeplan Australia Building Society Ltd.