Financial planning and advice firm, Anne Street Partners, have announced the appointment of Jason Dunn as Head of Strategy and Advice.
Mr Dunn will be responsible for the on-going development and implementation of a national business strategy, in line with Anne Street Partners’ ultimate goal of becoming a leading wealth management force in Australia. His initial focus will be helping state managers and their financial advice teams develop and grow multi-channel distribution strategies to increase client satisfaction and grow business.
Mr Dunn has a long and distinguished career in financial services, most recently at Westpac, where he was Head of St George, Bank of Melbourne and Bank SA Financial Planning. During Jason’s tenure St George Financial Planning achieved significant increases across Planner productivity, customer engagement and advocacy, along with operational efficiency and compliance metrics.
Commenting on the appointment of Mr Dunn, Michael Adamson, CEO of Anne Street Partners, said Mr Dunn’s extensive experience in financial services and deep knowledge of the Australian financial services landscape makes his appointment a real coup for Anne Street Partners.
“Jason is results-driven and passionate about achievement in all aspects of his life. He has a stellar record of success, not just in terms of growing businesses, but also in creating high-performing teams and increasing client satisfaction.
“We have every confidence that Jason’s skills and experience will allow him to drive strategy at Anne Street Partners, to the very great benefit of our clients as well as our business,” Mr Adamson said.
Mr Dunn starts at Anne Street Partners on 9th February 2015, and will report directly to Mr Adamson.
