Sean Allen, head of advice, St.George Banking Group today announced three new appointments that reflect the group’s multi-brand strategy.
The St.George Banking Group advice channel comprises: St.George Financial Planning, Bank SA Financial Planning and Bank of Melbourne Financial Planning.
New appointments
Head of Financial Planning – Bank of Melbourne
Ian Knight comes to Bank of Melbourne Financial Planning with a proven track record – having led a state team of planners. His role will to be to deliver the Bank of Melbourne’s growth strategy to see planner numbers rise to 50 within three years.
Head of Business Operations – St.George Financial Planning
Annie Wong has over 13 years in the financial planning industry leading paraplanning teams to help advisers deliver consistent high-quality advice documents and streamline processes to achieve greater productivity and customer outcomes. She will be responsible for business operations across the three brands in the St.George Banking Group’s advice business.
Head of Distribution – St.George Financial Planning
Jason Dunn, previously national CVP director for advice at BT Financial Group brings deep insight and experience into driving growth through providing an improved customer experience. He will be responsible for distribution across the three brands in the St.George Banking Group’s advice business.
“The roles are new and the line-up impressive. This is an injection of intellect and energy into the business that will build our advice offer, grow our planner numbers and drive quality outcomes for customers.” Mr Allen said.
“Ian Knight’s appointment as the head of financial planning for the Bank of Melbourne is part of our commitment to building our full-service offer to our Victorian customers. Ian will be based in Victoria and dedicated to the Bank of Melbourne brand,” he said.
“This is an exciting time in our financial planning businesses and, working in partnership with our banking colleagues, we look forward to delivering on our commitment to exceed our customers’ expectations.”