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Showing 21 - 30 of 59 results for "Shannon"

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 ...

Wealth platform appoints technology lead

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
... provider. WealthO2 has appointed Matthew Done as its chief technology officer, set to report directly to managing director Shannon Bernasconi. Bernasconi said Done will bring a wealth of experience to the platform. "Matthew is a highly accomplished application ...

Platforms maintain cash rate on RBA cut

ALLY SELBY  |  FRIDAY, 20 MAR 2020
... following the Reserve Bank's rate cut to 0.50% on March 3. At the time, WealthO2 co-founder and managing director Shannon Bernasconi said the likes of Netwealth and HUB24 have some explaining to do. "Platforms did not get any scrutiny during the ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... BDM, Greg 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. ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... part of the transition from CBA to CountPlus ownership. He will report directly to the head of professional standards, Shannon Durrant. Concoran spent over four years at CBA. Prior to that, he held financial advice related roles at Kaplan Professional ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... after spending 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 ...