Jason Sommer is the Chief Operating Officer at Insignia Financial, with over 25 years of experience in wealth management, superannuation, and investment management. He leads the companys Strategy and Enterprise Services functions. A Fellow of the Institute of Actuaries of Australia, he previously held senior executive roles at AMP, Sunsuper, NAB Wealth, and Deloitte.
While leading AMP Investments, he drove a simplification strategy that successfully reduced costs by 9% and increased profits by 15% between 2022 and 2023.
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Experience
19 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Greater Sydney Area, Australia
Personality Overview
How Jason shows up
Believer
Enthusiastic
Relationship Oriented
They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.
Priorities
Topics Jason cares about
Strategic Operations
His career includes consulting on strategic operating models at Deloitte and now leading Strategy and Enterprise Services at Insignia Financial.
Wealth Management
Possesses over 25 years of deep experience across the wealth management industry, including superannuation, investment management, and life insurance.
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Career
Work history
7-2024
Chief Operating Officer
Insignia Financial
3-2024 - 6-2024
Consultant
Deloitte
6-2021 - 2-2024
Director, Investments and Transformation, AMP Australia
AMP
3-2019 - 5-2021
Chief Financial Officer
Sunsuper
11-2016 - 3-2019
Executive General Manager, People, Projects & Performance
Sunsuper
In the press
Media appearances
Insignia Financial Announces New Operating Model and Executive Team Changes (includes appointment of Jason Sommer as COO). Featured in Insignia Financial (official website)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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