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 9^th February 2015, and will report directly to Mr Adamson.

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In the role, Ms Hayes, will be responsible for developing, implementing and maintaining a robust risk and compliance program across all business units.

Ms Hayes is well placed to take on the role, with over 20 years’ experience as a lawyer specialising in risk and compliance in wealth management. After a career with leading legal firms such as Henry Davis York Lawyers and Allen, Allen and Hemsley Solicitors, Ms Hayes took on the role of Head of Private Wealth Legal and Head of Perpetual Group Litigation at Perpetual. In her most recent role, Ms Hayes worked at Centric Wealth as Head of Risk, Legal and Compliance and Company Secretary. While there, she played an instrumental part in introducing new structures in preparation for FoFA reforms.

Michael Adamson, CEO of Anne Street Partners, said of the appointment: “We welcome Lisa and look forward to benefitting from her significant experience in legal, risk and compliance.

“The industry has seen many regulatory changes in the past few years, and will continue to do so. An experienced person in the role will ensure we navigate through such changes and continue to develop the right policies and frameworks to benefit our clients. With her extensive experience and proven capabilities in this area we are confident Lisa will deliver.”

Ms Hayes will commence her role on 1 December 2014, and report directly to Mr Adamson.

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