Lifespan Financial Planning has announced the appointment of Janet Lim as national practice manager, who will be based in Melbourne.
Lim was most recently head of advice for Nestworth and brings extensive experience from across banking, financial services and practice management.
She had previously worked at Macquarie Bank, where she progressed through various operational and sales roles, reaching the position of senior business development manager – associate director in the intermediary space.
In the financial planning space, Lim has also worked as Victorian practice development manager for Bridges, Insignia, where she managed both salaried advisers and self-employed businesses across Victoria and South Australia. She has also held leadership positions at Australian Unity Personal Financial Services.
“We are thrilled to welcome Janet to the Lifespan team,” said Eugene Ardino, CEO of Lifespan Financial Planning.
“Her proven track record in developing financial planning practices and her passion for mentoring professionals at all career stages will be invaluable as we continue to steadily grow our advice community.”
Lim added: “I’m excited to join Lifespan Financial Planning and contribute to its continued success.”
“I look forward to working closely with the Lifespan team, supporting its advice community in thriving through challenges, making the most of new opportunities, and running financially sustainable advice practices.”
Lifespan added that Lim will oversee practice development, adviser support and strategic growth initiatives alongside Michael Gershkov.
The appointment follows Lifespan adding Ian Holliday, a 25-year veteran of global financial markets, as its new head of research and managed accounts in February, which it said would strengthen the firm’s commitment to delivering quality financial solutions.
Holliday was the head of research services at Australian Unity Personal Financial Services, though, following the merger of the firm with Fortnum 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, 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.”
