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Financial planningFuneral Bonds

Tullio to play key role in building Bendigo's wealth business

16 February 2011 |Media centre

Bendigo and Adelaide Bank has announced Alexandra Tullio will join its wealth team in March as Head of Wealth Markets.

Ms Tullio will be responsible for overseeing the sales, partner management and the dealer group functions of wealth markets.

The bank’s Executive Wealth, John Billington, said Ms Tullio’s appointment sees the bank fill one of the key roles created by the recent realignment of its wealth business.

“Our focus is to support and enhance the customer experience; however the customer chooses to engage with us.

“At the heart of our business is the experience we create and maintain for our customers, after all we are the people they choose to trust with their wealth aspirations,” he said.

“A key element of Alexandra’s role is to structure all teams around our product offerings and services, and be able to take these to market in a holistic fashion.

Ms Tullio joins the bank after almost a decade at IOOF, where she was Head of Sales for the past four years.

“Alexandra’s previous experience, combined with her ability to put the customer at the heart of everything the bank does, will help to drive and develop our wealth strategy,” Mr Billington said.

“The bank is committed to building a strong wealth capability over the coming months and years, allowing the bank to attract and seize new opportunities, while assisting its existing customers to develop a complete and comprehensive financial position.

“We want to grow our wealth business by delivering quality funds management through Sandhurst Trustees and relevant superannuation, investment and wealth protection products.”

Ms Tullio said it’s crucial to our wealth strategy that we are able to create affinity with our partners and drive revenue growth.

“I am very excited about playing a key role in the development of a consolidated wealth business which is a natural progression for a bank leading the way in customer connection and community engagement.”

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