Margin lending executive Alexandra Tullio said the appointments would help the company reach its growth objectives as a specialised gearing business.
“We are in a stronger position to deliver on our commitment to service excellence and we are in the final stages of being able to announce the appointment of a third gearing lolutions manager for NSW, and our first in Victoria,” said Ms Tullio.
“Leveraged Equities is committed to exceeding customer expectations, particularly for those investors who take the view that it is an opportune time to either leverage their portfolio of existing equities, or for those who have decided that it’s time to begin building a share portfolio,” she said.
Ms Starr was previously at Macquarie Margin Lending and is well regarded amongst Leveraged Equities key account partners and advisers. She holds considerable customer experience and product and market knowledge.
Mr Steven joins Leveraged Equities from ANZ One Path and brings with him solid margin lending experience and his many Perth-based contacts.
Mr Pottenger previously performed a role involving contracting, heading projects, providing workflow process integration, client management and investment and advice tools at NAB/MLC Wealth.
Mr Bournazos previously contributed to the bank’s scaled advice platform, where he championed phone-based advice to the bank’s retail customers. He is interested in developing his career at a B2B level where he can further contribute to the bank with his skills.
