Implemented Portfolios makes strategic appointments amidst accelerated growth


Naomi Christopher and David Plumb.

Australian based Managed Discretionary Accounts provider, Implemented Portfolios Limited (Implemented Portfolios) has announced the strategic appointments of Naomi Christopher to National Manager – Marketing and Communications, and David Plumb as independent non-executive director.

The company celebrated reaching $1Billion in Funds Under Management, as well as bolstering its senior management team back in March of this year. It has since experienced further accelerated growth – recording $1.19Billion in Funds Under Management as of this week. With the appointment of Naomi and David the company aims to continue this momentum as it prepares for some major upcoming projects and potential announcements.

Naomi brings to the Implemented Portfolios team a diverse range of Marketing, Communications and Public Relations experience and a career in Financial Services spanning over ten years. She has previously held similar roles at companies – Midwinter Financial Services (now owned by Bravura Solutions) and Funds Ratings Research house – SQM Research.

David joins the Board with extensive experience in similar roles also – holding Board positions across the financial services industry. Examples of these include Chairman of the superannuation trustee board at Westpac / BT Westpac and Chairman of Allianz Retire+ (a joint venture company between Allianz and Pimco issuing specialist retirement products). David also sits on the Board of a major NSW government body – iCare.

Naomi is delighted to be joining Implemented Portfolios, saying “It’s exciting to be entering such an innovative organisation amidst a time of significant change in the financial services industry.

“I have a firm belief in the leadership and the whole team at Implemented Portfolios, as well as their philosophy towards the present and future of investment management and financial advice. Most importantly I’m a big believer the positive outcomes their unique service is bringing to advisers and their clients.”

Chief Executive and Chairman of the Board at Implemented Portfolios – Greg Kirk is extremely pleased to make this announcement, saying “Both appointments will add significant specialist skills to the Board and the Executive, at a critical time in the evolution of our business.”

“Importantly, Naomi and David do not only bring successful career experience – they share an unrelenting conviction for ensuring that our clients end up living their one best life though the services that Implemented Portfolio delivers.”

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