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Showing 1 - 10 of 20 results for "Andrew Whelan"

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... critical as DASH continues to expand its footprint and deepen relationships across the market," DASH chief executive Andrew Whelan said. "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology," ...

DASH adds two new executives to C-suite

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... delivering connected, advice-centric technology across its platform and software ecosystem. DASH chief executive Andrew Whelan said: "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology." "Her ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... positioning him to drive operational excellence as the firm broadens its whole-of-wealth offering. DASH chief executive Andrew Whelan said the appointments reflect the firm's ongoing evolution. "Terri and Mark have both played instrumental roles ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... accelerating DASH's development roadmap, enabling faster releases that align with client requirements. DASH chief executive Andrew Whelan said the investment will enable the company to expedite its key developments, which are driven by the needs of advisers ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... 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 ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... 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 ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... 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 ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... 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 ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... 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 ...

WealthO2 rolls out rebrand

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... 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. ...
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Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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