Lifespan Financial Planning has appointed Ian Holliday, a 25-year veteran of global financial markets, as its new head of research and managed accounts, strengthening the firm’s commitment to delivering quality financial solutions.
Beginning his career in London, Holliday has since established his position in the Australian financial services industry in a number of roles from shares manager at Asgard Wealth Solutions to investment adviser for Triple C Consulting and research manager at Sandhurst Trustees.
More recently, Holliday was the head of research services at Australian Unity Personal Financial Services, though, following the merger of the firm with Fortum Private Wealth leading to the formation of Entireti, he then took on the head of research position with the newly formed group.
In his new role at Lifespan, the licensee said Holliday will play a crucial role in shaping investment strategies and portfolio solutions as a member of the Lifespan investment committee.
Speaking on the appointment, Lifespan chief executive Eugene Ardino said he is pleased to welcome Holliday to the team as the firm expands its investment solution offerings.
“His wealth of experience and proven track record in investment research and portfolio management make him an invaluable addition to Lifespan,” Ardino said.
“Ian’s expertise will be instrumental as we continue to enhance and expand our MDA and managed portfolio service offerings to advisers and their clients.”
