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Showing 11 - 19 of 19 results for %22Shannon Bernasconi%22

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... Schapkaitz, has nabbed the newly created role, and will report directly to co-founder and managing director Shannon Bernasconi. Bernasconi said the appointment comes off the back of unprecedented structural changes within the advice industry. "In each ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... 15 years at Macquarie in various business development roles. WealthO2 managing director and chief executive Shannon Bernasconi credited Anderson's "track record of success in building loyal and trusting adviser relationships," citing examples of ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage their FoFA best ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... Australian deposit-taking institution (term deposits and At Call accounts). According to WealthO2 managing director Shannon Bernasconi, the product is available at a fee comparable to an industry super fund with all monitoring, management and reporting ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers to access local and international managed funds, and it charges transaction-based fees only. ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... fund balance of $1,066,080, average operating expenses would work out to be $11,300. MA Operator co-founder Shannon Bernasconi said the good news is many of these expenses can be reduced or avoided. "The inefficiencies and additional cost layers imposed ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution ...

RARE joins Calastone network

MARK SMITH  |  TUESDAY, 2 SEP 2014
... Fidelity, UBS, IOOF and, most recently, Dimensional Fund Advisors. Calastone Australia's managing director Shannon Bernasconi said the efficiency of the Australian industry had increased markedly over the two and half years since Calastone automated ...

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... mostly transmitted by fax, post and email in lengthy manual processes. Calastone Australia managing director Shannon Bernasconi said that at the moment "each individual holding has to have its year-end income and tax statement accounted for, involving ...
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