Who we are

Get to know the experienced and passionate people who are all here to help you enhance your financial wellbeing and achieve your goals.

About Us

At AIA Financial Wellbeing we’re passionate about ensuring Australians have access to affordable, reliable, straightforward financial advice - because we understand how financial wellbeing supports your overall wellbeing.
 
We also get that personal financial advice might not be what you’re after right now, and maybe you just want the peace of mind of having insurance cover in place. If that’s you, we can help you get a quote and apply for AIA life insurance, and refer you to our Health team for a quote on health insurance with AIA Vitality.
 
No matter where you’re at, we’re here to support you.


AIA Financial Wellbeing was launched in 2021 as a financial advice business with a goal to help more Australians access affordable, straightforward advice. We understand how financial wellbeing supports your overall wellbeing.
 
Our financial planners are accredited and experienced in helping customers with their financial planning needs, to make confident financial decisions, protect their families and build wealth for the future. Our insurance consultants are friendly, knowledgeable and accredited to provide information and quotes on AIA life insurance products.
 
We are operated by AIA Financial Services Pty Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). We are guided by AIA’s operating philosophy of doing the right thing, in the right way, with the right people. In upholding our AFSL, we comply with Australian Securities and Investments Commission (ASIC) and all relevant regulatory obligations and standards that protect consumers and ensure we provide advice that is in the best interests of our customers.

Meet the team

The AIA Financial Wellbeing team comprises experienced and passionate people who are all here to help you enhance your financial wellbeing and achieve your goals.

Our Wellbeing Insurance Consultants

Our dedicated team of wellbeing insurance consultants provides general advice on AIA Priority Protection life insurance. They can explain the product features and options, and based on the amount and type of cover you want, can generate a quote and help you apply for the insurance. They can also refer you to our Health team for a quote on AIA Health Insurance.

Our Financial Planners

Our financial planners (also known as financial advisers) are salaried professionals who take the time to listen to you and understand your circumstances, goals and dreams. They keep up to date with legislation, industry changes and financial planning strategies – all so they can provide well-informed advice that is tailored to your objectives and needs.
 
All our financial planners are accredited and comply with professional standards.

Our Paraplanners

Our dedicated team of paraplanners work closely with our financial planners to help them research and prepare high quality advice documents tailored to your goals, objectives and needs. 

Our Customer Solutions Team

Before you meet with a financial planner, you’ll speak to a member of our Customer Solutions Team. Their job is to listen and understand the kind of financial advice you are seeking, and match you with a financial planner with the right expertise. 

Our Advice Associates

Our advice associates provide administrative and research support to our financial planners and paraplanners. They are also able to assist you with queries about any forms and applications that may be required, if you decide to go ahead and implement the advice recommendations.

Our Risk & Compliance Team

Our trusted risk & compliance team ensures all the advice delivered is in your best interest and aligned with current legislation. They track and monitor changing industry standards, ensure operational risk and compliance frameworks are in place, and that decisions are well-informed and timely.

Ash Jeena

 
Ash Jeena was appointed Managing Director and Executive General Manager of AIA Financial Services in September 2026. A strategic, values-driven leader, he has a strong track record of delivering large-scale transformation and operational excellence across some of Australia's leading financial institutions, including ANZ, Commonwealth Bank, and most recently AIA Financial Wellbeing.
 
As one of AIA Financial Wellbeing's most senior leaders since the business was established in 2021, Ash brings deep organisational knowledge and extensive industry expertise. Prior to joining AIA, he spent 12 years at ANZ, progressing from financial planner to senior leadership and program director roles. During this time, he led major transformation initiatives that enhanced operational efficiency, reduced costs, and improved advice delivery turnaround times by 72%.
 
Previously, as Executive Manager, Commonwealth Financial Planning (NSW & ACT), Ash spearheaded a national transformation program that streamlined the end-to-end advice process, significantly improving turnaround times and strengthening quality controls.
 
Passionate about solving complex business challenges and driving continuous improvement, Ash holds a Master of Financial Planning from RMIT University and is FASEA accredited.

Greg Miller

Greg was appointed Chair of AIA Financial Services in March 2022. He has over 30 years’ experience as an executive, director, and responsible manager in the financial services industry. This includes the establishment of MLC Direct and Garvan Financial Planning which grew to be one of the leading licensees in Australia. MLC Direct explored new advice areas of phone and robo strategic advice for clients who looked for alternate forms of advice.
 
Greg served as a director of MLC Licensees from 2001 to December 2017. During this period, he was on the Product & Investment Committee (including as Chair for some years) and Compliance Committees of these licensees. In addition, he was Chair of Calibre Asset Management in Hong Kong and a Director of JBWere from 2015 to 2017.
 
In 2018, Greg established GKM Consulting & Advisory to assist licensees/planners with the practical application of current regulations into their standards and processes. He is currently the Chair of Woodbury Private Wealth.
 
He holds an Advanced Diploma of Financial Planning, a Bachelor of Organisational Leadership (University of New England, NSW) and is a graduate of both the Institute of Company Directors and the Stanford University (USA) Senior Executive Program.

Ash Jeena

 
Ash Jeena was appointed Managing Director and Executive General Manager of AIA Financial Services in September 2026. A strategic, values-driven leader, he has a strong track record of delivering large-scale transformation and operational excellence across some of Australia's leading financial institutions, including ANZ, Commonwealth Bank, and most recently AIA Financial Wellbeing.
 
As one of AIA Financial Wellbeing's most senior leaders since the business was established in 2021, Ash brings deep organisational knowledge and extensive industry expertise. Prior to joining AIA, he spent 12 years at ANZ, progressing from financial planner to senior leadership and program director roles. During this time, he led major transformation initiatives that enhanced operational efficiency, reduced costs, and improved advice delivery turnaround times by 72%.
 
Previously, as Executive Manager, Commonwealth Financial Planning (NSW & ACT), Ash spearheaded a national transformation program that streamlined the end-to-end advice process, significantly improving turnaround times and strengthening quality controls.
 
Passionate about solving complex business challenges and driving continuous improvement, Ash holds a Master of Financial Planning from RMIT University and is FASEA accredited.

Mike Thornton

Mike has more than 30 years’ experience in life insurance, wealth management and financial planning in Australia, the UK and Asia. He was appointed to the AIA Financial Services Board in March 2022.
 
Mike has held a wide range of executive roles, including Group Chief Actuary and Chief Risk Officer roles at AIA Australia and AMP. Prior to that, he had a long career with the AXA Group.
 
He is a Fellow of the Institute of Actuaries in Australia and the UK, and is a Certified Experienced Risk Actuary. Mike is also a Non-Executive Director of BankFirst, a Strategic Advisor for Internal Consulting Group, and a member of the Advisory Board of Chippit Pty Limited.
 
Mike is energetic, enthusiastic and passionate about optimising organisational and risk management capabilities to drive sustainable business performance and make a difference for our customers.

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