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Wealth Know How’s new GM says Australia’s financial planners must capture future clients much earlier in the sales cycle or risk losing growth opportunities

Wealth Know How (, Australia’s fastest growing independent online financial education video channel, has appointed Fiona Parker as General Manager. Fiona will lead the business in its strategy to position the brand as the “go to” marketing channel for financial services retailers.

Fiona has more than 20 years’ experience in media and financial markets, including as a senior executive for Thomson Reuters Financial in both Sydney and Hong Kong. She will be responsible for executing WKH’s B2B strategy in Australia and key Asian markets.

Co-Founder, George Lucas, says “We’re very excited to have Fiona on the WKH team. She has already made strides in growing our business with her deep skills and experience in both the finance and media sectors. She talks our language and that of our financial planner clients”

The WKH website, through quick, easy-to-understand videos, covers areas of keen interest to financial services consumers.

WKH has seen a consistent demand for digestible, easy to understand video content which can explain financial subjects in a single trusted destination.
Videos topics such as budgeting, term deposits, self managed superannuation funds (SMSFs), shares, and property have proved popular. The company now also offers targeted financial content videos for use by financial clients own digital marketing materials.

Fiona adds; ”With over 56% of Australians going online in 2013 to conduct financial services research before making their financial decisions, Wealth Know How has been able to position itself as a trusted destination for Australian consumers.

“We also know that it’s not just direct investors looking at WKH’s growing video library. Financial planners are sharing these videos with their own clients to improve their financial literacy and this is helping financial planners reposition their role as educators.

“We are growing quickly as the videos are offering an accessible financial content source for all Australians.

“ Wealth Know How is free to all users and its content is sponsored by leading financial organisations such as Lonsec, and Netwealth. I am delighted to be a part of such an innovative business which directly addresses the challenges of communicating financial services offerings to end users”.

Parker has more than 20 years working closely with CEOs and COOs throughout Asia Pacific to develop the opportunities that the digital distribution realm creates for business improvement and customer intimacy. She has consulted on many financial services digital initiatives reaching end consumers including HSBC’s first FX trading portal and China Merchant Banks first retail banking site.

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Simrita Virk at Shed Media
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