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Showing 11 - 20 of 54 results for "Shannon"

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... Whelan who has been confirmed as permanent chief executive. Whelan has been acting in the role since August 2021 when Shannon Bernasconi left the company, then called WealthO2. Whelan has led the firm through its merger with Roar and NEO and subsequent ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... WealthO2's co-founder and chief executive has suddenly departed the company as two directors are appointed to the board. Shannon Bernasconi has left WealthO2 after six years at the helm. She previously left her role as managing director of Calastone ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
... and effectively cater to all clients and all advice businesses," he said. Also joining Praemium's distribution team is Shannon Victor as a business development manager in Queensland. She joins from Zurich OnePath, having also held roles at ANZ and Suncorp. ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... professional manager to their client, compared to the often higher cost equivalent SMA product," WealthO2 chief executive Shannon Bernasconi said. "The MDA best of breed service is a logical extension to WealthO2's existing discretionary and non-discretionary ...

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
... Commission and are even more aware of possible hidden fees and lack of transparency," WealthO2 co-founder and managing director Shannon Bernasconi said. Bernasconi added that advisers have told her that many of their clients are more engaged with their ...

Platform cuts fees

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
... provide a profitable service to the typically lower balance adult children of existing clients," Wealth02 managing director Shannon Bernasconi said. "Super Simplifier gives members the personalisation, transparency and flexibility of an SMSF but for ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... marketing at CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. Bernasconi said Whelan's appointment comes as WealthO2 rapidly expands the penetration of its adviser platform ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
... banks from wealth the time is perfect for technological innovation to flourish." WealthO2 chief executive and co-founder Shannon Bernasconi said the appointments bring a depth of experience to the business. "The appointment of these two financial services ...

Chi-X TraCRs added to specialist platform

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... global payments giant Mastercard and pharmaceutical company Gilead Sciences. WealthO2 co-founder and managing director Shannon Bernasconi said the new low cost and innovative Chi-X solution would enable financial advisers and their clients using the ...

Franklin Templeton announces revised APAC team

ELIZA BAVIN  |  WEDNESDAY, 29 JUL 2020
... Zealand. Linda Lian will take on a new role as head of China strategy. Isabella Chan will be appointed head of Hong Kong. Shannon Wang will continue as general manager of Legg Mason Investments (Taiwan). For India, Sanjay Sapre will continue in his role ...