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Showing 11 - 20 of 20 results for "Andrew Whelan"

WealthO2 hires five to focus on tech solutions

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... 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 ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... 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 ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... 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 ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... 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 ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... platform has appointed a distribution lead in a newly created role as it ramps up its offering to financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led the sales ...

Midwinter expands advice software business

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... appointments are across its sales, marketing and customer service functions of the cloud-based software business. Andrew Whelan was appointed as the new head of distribution to lead the sales and marketing team, at the end of last year. Whelan joins ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
A former head of adviser solutions at Morningstar Australasia is taking on a newly created role at Milliman. Andrew Whelan has been appointed as director, adviser services at the actuarial firm. He will be responsible for spearheading the development ...

Robo advice set to fail: Morningstar

KERRIE SYDEE  |  FRIDAY, 20 MAY 2016
Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ...

Count chooses Outplan for paraplanning

COMPANY RELEASE  |  THURSDAY, 5 AUG 2010
... from its own internal offering and use the services of Outplan. Commenting on the move, Outplan executive director Andrew Whelan said that changes within the financial planning industry have meant that outsourcing areas of the advice process has become ...

Coin buys into paraplanning business

HAMISH MADDEN  |  MONDAY, 9 JUL 2007
... independent outsourced paraplanning solutions to adviser practices and Macquarie Adviser Services. Outplan was formed by Andrew Whelan and Michael Blanchflower two years ago and aims to match their paraplanning solutions to the individual needs of the ...
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