Former Westpac advice executive appointed to non-aligned firm
Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice with the non-aligned, privately owned group.
Dunn, who begins with ASP from today, held the role of head of distribution at St George for more than three and half years and will report to ASP chief executive, Michael Adamson.
He will oversee the development and rollout of ASP's national business strategy which is designed to increase its presence in the wealth management sector and will initially be involved in working with state managers and financial advisers to develop multi-channel distribution strategies.
Adamson said Dunn's experience made his appointment ‘a real coup for Anne Street Partners' and that he had "a stellar record of success, not just in terms of growing businesses, but also in creating high-performing teams and increasing client satisfaction".
Prior to joining ASP Dunn also worked with a number of other groups within the Westpac business including the Bank of Melbourne and Bank SA Financial Planning with his appointment following that of Lisa Hayes to the role of General Counsel, Head of Legal, Risk and Compliance in November 2014.
AUTHOR
Jason Spits
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
