Leveraged Equities Ltd, a margin loan provider and Bendigo and Adelaide Bank subsidiary, has announced the appointment of Lily Elliott as its new head.
While Ms Elliott has been undertaking the role since late last year, it has only just been officially announced.
The investment finance group noted that Ms Elliott has more than 20 years of experience in the banking and finance industry and most recently spent six years as the head of CommSec customer engagement at the Commonwealth Bank of Australia (CBA).
Prior to working at CBA, Ms Elliott held a separate role at Leveraged as head of customer experience (2003-2011).
Paul Rohan, head of wealth services at Bendigo and Adelaide Bank, said he was “delighted” to welcome Ms Elliott back to the group and commented on the breadth of experience she brings to the role.
“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 23 years of industry experience,” Mr Rohan said.
“Ms Elliott is well recognised for leading businesses through varying and volatile market conditions while creating opportunities for growth.
“[She] 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,” he added.
Commenting on her appointment, Ms Elliott said she looks forward to leading the team.
“Leveraged has always been a very customer-focused 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,” she said.
“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.”
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Hannah Dowling is a journalist for mortgage business, the leading source of news, opinion and strategy for professionals working in the mortgage industry.
Prior to joining the team at Mortgage Business, Hannah worked as a content producer for a podcast catering to property investors. She also spent 6 years working in the real estate sector at a local agency.
Hannah graduated from Macquarie University with a Bachelor of Media and Journalism.