Jason Brown
BT has appointed Jason Brown to lead its platforms’ distribution team as it continues to invest in BT Panorama’s digital capability, platform features and managed accounts offer.
Mr Brown has more than 30 years’ experience in financial services and has been an integral part of BT for 14 years across business development and account management. He’s a passionate and values-driven leader who has a reputation for fostering enduring advice practice relationships as well as guiding high-performing, motivated and connected teams.
Kathy Vincent, Chief Strategy and Product Officer at BT said “Jason is the right fit for the team at the right time. He has enormous respect with our people and advisers and has demonstrated strength in his leadership skills through market volatility, changing economic environments, as well as rapid growth and change”.
Jason Brown said “BT is an innovative and adaptable business with a strong brand and it has been my privilege to be part of the development of the platforms business to where it is today. I look forward to continuing to work with our dedicated team and the advisers and practices who have entrusted us to be the custodians of their clients’ wealth, as we invest in our award-winning BT Panorama platform”.
Mr Brown will be responsible for leading the 70 strong distribution team in continuing to build and drive BT Panorama’s leading position. A part of this will be the amplified focus on supporting advice practice professionals and BT’s online and face-to face time with advisers – both in providing practice development, regulatory and technical education events, as well as listening to and acting on adviser feedback.
BT has $130.8 bn funds under administration (FUA) across its platforms As at a 31 March 2023. BT Panorama has $102.1 bn in FUA, and the highest number of adviser relationships in Australia BT Panorama has the largest number of adviser relationships in the industry, with 40% market share according to Investment Trends, May 2022 Adviser Technology Needs Report: Industry Analysis, p.8. with more than 6,000 active advisers now using the platform.
Mr Brown has been acting in the role since December 2022 and was most recently Head of Account Management at BT. His appointment brings strength and stability to a dynamic team ready for its next exciting chapter.
