Search Results | Showing 1 - 10 of 16 results for "Andrew Whelan" |
| | ... will enable us to align our resources with the real needs of advisers," he commented. Meanwhile, Loyalty director Andrew Whelan said the group sees the issue as an industry-wide problem that demands cooperative solutions. "While this pilot focuses on ... |
| | | ... hired a client success associate, quality assurance analyst and an actuarial business analyst. Its chief executive Andrew Whelan commented that getting the right people in the business is crucial. "We are on track to deliver some innovative and exciting ... |
| | | ... advisers and licensees, aiming to streamline advice processes and implementation workflows. DASH chief executive Andrew Whelan outlined a clear vision of what the company needs to achieve for its clients with this latest round of funding. One goal is ... |
| | | ... of industry firsts". Lloyd will add more than 25 years' experience to the group's leadership team, which includes Andrew Whelan who has been confirmed as permanent chief executive. Whelan has been acting in the role since August 2021 when Shannon Bernasconi ... |
| | | ... partnership as a nod to both our modelling prowess as well as our solutions-based approach," DASH chief executive Andrew Whelan said. "We are excited to support Australian Ethical's members with our highly flexible and easy to implement solutions ... |
| | | ... name which will allow us to better articulate our offering to both our customers and the market," chief executive Andrew Whelan said. He said, being in its next phase of the growth, it was the right time to change business name and create a new identity. ... |
| | | ... to focus on solving critical business issues across the end-to-end adviser experience," WealthO2 chief executive Andrew Whelan said. "The fact that these key hires are joining WealthO2 at this time is a significant nod to our recent growth, strategy ... |
| | | ... financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together of WealthO2, ROAR and NEO creates an exciting ... |
| | | ... manager. Prior to this, she worked as a senior account manager at Rubik and Macquarie Group. WealthO2 chief executive Andrew Whelan said adviser interest in WealthO2 is growing strongly, and that Rutty's appointment is a result of this continued ... |
| | | ... processing, broker data connectivity, rebalancing and performance analytics. WealthO2's chief distribution officer Andrew Whelan has assumed the role of acting chief executive in Bernasconi's place. "The board extends its appreciation and thanks for ... |
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