Ashish Jeena

General Manager Advice Capability and Research

AIA Financial Wellbeing

Next Appearing at:

Ashish brings a wealth of experience to his role as Head of Advice Capability and Research. Prior to joining AIA in September 2021, he spent 12 years at ANZ starting as a financial planner before moving into senior management and program director roles. As Program Director for Simplification, Ashish was tasked with reengineering ANZ’s advice process. He successfully led a program of work that enhanced operational efficiencies, reduced the cost base, and improved advice delivery turnaround times by 72%.

As Executive Manager, Commonwealth Financial Planning – NSW & ACT, Ashish improved the delivery of financial advice to customers through a national program of work to transform the end-to-end advice process, resulting in significantly reduced turnaround times and strengthened quality controls.

With a passion for problem solving and organisational improvement, Ashish is FASEA accredited and holds a Master of Financial Planning from RMIT.

Next Appearance
Future of Financial Services, Sydney 2024
88 Speakers
7 Sponsors
Dr. Jordan Nguyen
Sanjoy Sen
Linda Da Silva
ING Australia
Paul Norman
David Walker
Westpac Group
Tim Hogarth
We’re Cracking the Code to Simplify and Modernise our Technology
Future of Financial Services Melbourne panel discussing topic
10 August - 11 August 2023
  • ICC Sydney
To participate as a speaker:
Stella Spackman
Senior Conference Producer
T: +61 433 732 794
To participate as a speaker:
Murali Ramesh
Production Director
T: +61 2 8484 0904
To participate as a speaker:
Jasmine Haw Alverez
Conference Producer
T: +61 2 8484 0918