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Greg Bird is listed as Coach | Mentor | Leader | Strategist based in Australia. AeroLeads shows a matched LinkedIn profile for Greg Bird.
Greg Bird previously worked as Head of Strategy, Advice and Distribution - Life and Super at Australian Unity Wealth and National Manager, Strategy – Life and Super at Australian Unity Wealth. Greg Bird holds Diploma Financial Planning, Financial Planning And Services from Deakin University.
An experienced business development specialist, driven to mentoring others around the importance of ‘Giving Money Meaning’Two-time winner of Money Management Magazine’s “BDM of The Year” I have previously held Financial Services roles across all areas of advice, distribution, compliance and recruitment. My most recent role saw me successfully lead and mentor a national distribution team, servicing both financial advisers and funeral directors.I am passionate about helping others to identify and capitalise on the not-so-obvious opportunities that are sometimes hidden in plain sight before them. Get the basics right and then it's the continual 1% improvements that make the difference.
Listed skills include Investments, Retirement Planning, Wealth Management, Superannuation, and 21 others.
A career timeline built from the work history available for this profile.
Australia
I define my present role as one of a financial planning strategist & educator. Whilst my current role see’s me working across the Senior Leadership Teams within our business, I’m often very much “hands on” in a senior BDM capacity as required. Our team and I are focussed on helping others identify, prioritise & ultimately achieve their lifestyle objectives by “giving money meaning”
My responsibilities have been expanded to include developing the most effective advice strategies and coaching tools across all customer segments through consultation with key stakeholders within the financial advice industry. Preparation and publication of strategy papers, media articles and webinar training sessions.
Australia
Preparation and publication of strategic technical papers and financial media articles; facilitator of both client and adviser workshops to assist with full engagement across all facets of financial planning. My long held philosophy has always been that diversification should not just apply to asset-class and product provider. Strategic selection of the most appropriate investment structure should be integral within the financial planning process, and can add to significantly better outcomes for the client.
Melbourne, Australia
Strategic coaching of advisers in regard to use of alternative structures such as Investment Bonds to achieve positive outcomes for clients in terms of tax efficiency, asset protection and streamlined estate planning.
Melbourne, Australia
Coaching and mentoring of advisers in regard to Licensee Standard obligations and regulatory change to ensure the provision of comprehensive, clear, and compliant advice to their clients.
Remediation and mentoring of advisers in regard to Licensee Standard obligations, and the provision of comprehensive, clear, and compliant advice to their clients.
Retirement Planning; Superannuation - inclusive of SMSF, Defined Benefit, and Government schemes; tax effective strategies; gearing; Estate Planning; Risk protection; UK Pension transfers; Aged Care and Centrelink/Veteran’s Affairs
C150; C152; C172
Quick answers generated from the profile data available on this page.
Greg Bird is listed as Coach | Mentor | Leader | Strategist.
Greg Bird is based in Australia.
Greg Bird has worked for Australian Unity Wealth, Lifeplan Funds Management, Financial Wisdom Limited, Colonial First State, and Various Licensees.
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Greg Bird holds Diploma Financial Planning, Financial Planning And Services from Deakin University.
Greg Bird is listed with skills including Investments, Retirement Planning, Wealth Management, Superannuation, Investment Strategies, Financial Planning, Financial Services, and Finance.
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