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New Head of Leveraged Announced - Media Release

1 February 2020 |Latest news

New Head of Leveraged Announced - Media Release

1 February 2020 |Latest news

Lily Elliott has been appointed as the new Head of Leveraged. Ms Elliott is an accomplished Executive Manager with more than 20 years’ experience in the Australian banking and finance industry and brings a strong record in driving a consistent customer experience and advocacy, particularly in the Broking and Margin Lending space.

Prior to Leveraged, Ms Elliott was Head of CommSec Customer Engagement, a position she held for six years. Ms Elliott also previously held roles as Head of Customer Experience, Leveraged and Senior Manager, Trading Floor at Westpac.

“I am delighted to welcome Lily Elliott back to the Group and look forward to working together to continue to invest in and grow the Leveraged business. Ms Elliott has a solid record of consistently delivering customer satisfaction and business growth and importantly, brings a genuine passion for the business to the role, along with twenty-three years of industry experience. Ms Elliott is well recognised for leading businesses through varying and volatile market conditions whilst creating opportunities for growth. Lily will continue to build on our hard-won reputation as innovators in the margin lending space, leaders in customer experience and to firmly cement our leading position in the industry”, said Paul Rohan, Head of Wealth Services, Bendigo and Adelaide Bank.

Commenting on her appointment, Ms Elliott said: “I look forward to leading the Leveraged team. Leveraged has always been a very customer focussed service provider and we will be building on and refining our customer acquisition strategies and engaging more widely with the advice industry, connecting with Independent Financial Advisers and with new and existing direct customers”.

“Leveraged will continue to focus on delivering a market leading customer experience, working with advice professionals to promote greater understanding about the role Leveraged can play in helping customers build, diversify a share portfolio and in preparing for generational and demographic change in investor preferences”, concluded Ms Elliott.

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