Greg Bird

Greg Bird Email and Phone Number

Coach | Mentor | Leader | Strategist
Greg Bird's Location
Australia, Australia
About Greg Bird

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.

Greg Bird's Current Company Details

Coach | Mentor | Leader | Strategist
Greg Bird Work Experience Details
  • Australian Unity Wealth
    Head Of Strategy, Advice And Distribution - Life And Super
    Australian Unity Wealth Jul 2018 - Apr 2024
    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”
    View
  • Australian Unity Wealth
    National Manager, Strategy – Life And Super
    Australian Unity Wealth May 2017 - Jul 2018
    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.
    View
  • Lifeplan Funds Management
    National Business Development Manager
    Lifeplan Funds Management Sep 2014 - Apr 2017
    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.
  • Lifeplan Funds Management
    Business Development Manager
    Lifeplan Funds Management Apr 2011 - Aug 2014
    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.
  • Financial Wisdom Limited
    Advice Quality Manager Vic/Tas
    Financial Wisdom Limited 2009 - Mar 2011
    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.
    View
  • Colonial First State
    Advice Quality Manager
    Colonial First State 2007 - 2009
    Remediation and mentoring of advisers in regard to Licensee Standard obligations, and the provision of comprehensive, clear, and compliant advice to their clients.
    View
  • Various Licensees
    Senior Financial Planner
    Various Licensees 1996 - 2007
    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

Greg Bird Skills

Investments Retirement Planning Wealth Management Superannuation Investment Strategies Financial Planning Financial Services Finance Banking Portfolio Management Estate Planning Coaching Risk Management Wealth Strategic Financial Planning Business Development Tax Financial Advisory Relationship Management Business Relationship Management Insurance Investment Advisory Pensions Financial Risk Retirement

Greg Bird Education Details

Frequently Asked Questions about Greg Bird

What is Greg Bird's role at the current company?

Greg Bird's current role is Coach | Mentor | Leader | Strategist.

What schools did Greg Bird attend?

Greg Bird attended Deakin University, Melton Flying School, Penleigh And Essendon Grammar School.

What are some of Greg Bird's interests?

Greg Bird has interest in Environment, Science And Technology, Disaster And Humanitarian Relief, Animal Welfare, Health.

What skills is Greg Bird known for?

Greg Bird has skills like Investments, Retirement Planning, Wealth Management, Superannuation, Investment Strategies, Financial Planning, Financial Services, Finance, Banking, Portfolio Management, Estate Planning, Coaching.

Not the Greg Bird you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.