A Wealth of Advice

Our Executives

  • Jason Dunn
    Chief Executive Officer

    MApp Fin (FP)

    Jason joined Anne Street Partners in early 2015 and comes with nearly 30 years of financial services experience and 20 years of senior executive and leadership experience.

    Prior to joining Anne Street Partners, Jason headed the financial planning arm of St.George Bank, Bank of Melbourne and Bank SA Financial Planning during his 15+ year tenure within Westpac Banking Group. In this position, he led and implemented numerous programs in his capacity as National Westpac Financial Planning Client Value Program Director and National Head of Business Development, Consumer.

    Jason joined Anne Street Partners as General Manager, Strategy and Distribution and was appointed to Chief Executive Office in October 2017. His role is to drive Anne Street Partners purpose – to help all Australians create a brighter future.

    Jason’s personal achievements include multiple Ironman triathlons, including the Hawaii Ironman World Championships, two-time silver medallist at the Australian elite 100-kilometre Ultra-Marathon Championships, as well as a prestigious Silver Buckle at the Western States 100. Jason is also a motivational speaker, who shares his inspirational journey of fears, failures, sacrifices and lessons he has learned over the course of his career.

  • John Rojas
    Head of Strategy and Distribution

    BCom, AdvDip FP, Cert IV Mortgage Broking, Cert IV Real Estate

    Prior to joining Anne Street Partners in 2015, John owned and operated a financial planning practice in Liverpool, Sydney. His extensive career has included numerous roles with major financial institutions ranging from National Mutual, GE Money, National Australia Bank and finally with BT Financial Group where he was based for six years.

    During his time with BT Financial Group, John held the position of Regional Manager across various financial planning teams at St George Financial Planning (Retail and Private Bank), Bank of South Australia and Westpac Financial Planning.

    John is a committed and successful leader, and a coach and mentor within the financial services industry. He has a proven talent for inspiring and influencing others to embrace change and embrace teamwork.

    Within the various development and leadership roles that John has held over the last 20 years, he has delivered consistent results through coaching and mentoring his teams. John is often referred to as a champion of change by implementing strategies to drive business growth and successful outcomes. He continues to build upon these leadership skills by studying for his Masters of Business Administration (MBA).

  • Sean Ward
    Head of Risk and Compliance

    ADFP, GradCertFP

    Sean comes to Anne Street Partners with a comprehensive understanding of the financial planning industry that has been developed from a career spanning over 13 years. Originally beginning his career as a Financial Adviser, he rapidly progressed to Responsible Manager for a medium sized AFSL.

    Additionally, Sean’s professional career has seen him lead numerous high-level projects, including a large-scale advice remediation program. Sean also has extensive experience working across multi-brand advice businesses where he was responsible for delivering large-scale strategic plans that developed high performing sales capability. Sean’s career has included being responsible for championing and leading change across a range of advice projects to support business vision and goals, while balancing the changing demands of the financial industry and client requirements.

    Sean’s passion for financial services is embedded in ensuring consistent delivery of quality advice outcomes for clients’ whilst embracing their best interests.

  • Paul Johnston
    General Manager, Finance

    BA (Hons) Accounting and Finance, FCA, FCT, Dip FP

    Paul joined Anne Street Partners as General Manager, Finance in August 2017. He is a Chartered Accountant with over 25 years’ experience in financial management, business development, treasury and finance transformation and has led a number of major projects that have delivered improvements in processes, business growth and risk management.

    Originally starting his career at PricewaterhouseCoopers, Paul has previously held numerous senior finance based roles within the tobacco industry. He comes to Anne Street Partners with extensive level of international business experience where he worked across range of senior positions in the United Kingdom, Europe and the Asia Pacific region.

    As Anne Street Partners continues to grow and broaden its relationships with business partners, Paul is looking forward to unlocking value across various revenue streams to drive further growth and assist the business in delivering brighter futures.

  • Daniel Carbone
    General Manager of Operations

    B.BgIntFin, GradDipAppFin (FP Major)

    Daniel joined Anne Street Partners in January 2016 as Advice Operations Manager and in May 2016 was appointed as General Manager of Operations. He comes with nearly 12 years’ experience in financial services from Australia and London.

    Prior to joining Anne Street Partners, Daniel held a number of roles with BT Financial Group (BTFG) in the wealth management division that included Paraplanning Operations Manager, Change Manager and Project Manager. During his four-year career at BTFG, he successfully implemented and delivered multiple process improvement and change initiatives and was awarded a prestigious opportunity whilst at Westpac to take part in a secondment with the Jawun Indigenous Corporate Partnership for six weeks in Aurukun, Cape York.

    As General Manager of Operations, Daniel is responsible for identifying improvement opportunities in our business processes and functions to drive operational excellence and customer experience.

    His favourite quote is: “I had no shoes and complained until I met a man with no feet.”

Arrange your complimentary 45 minute initial consultation today.

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