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Showing 1 - 6 of 6 results for "APAC Kelli Willmer"

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... advice is delivered, what services are offered, and who can access them," Iress chief executive of wealth in APAC Kelli Willmer said. "With 63% of Australians under 40 being open to digital advice solutions, embracing hybrid models, AI, and chat-based ...

Challenger, Iress partner for retirement income solution

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... calculations, strategy modelling, advice generation and the advice review processes. Iress chief executive - wealth APAC Kelli Willmer said the demand for retirement advice will grow as the number of Australians entering retirement is set to increase ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... mobile solutions that support small businesses to manage their finances. Iress' chief executive of wealth APAC Kelli Willmer welcomed the duo to the firm. "They both have extensive global leadership experience in product engineering and software ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... contribute to Iress' goal of enabling the delivery of more advice to more people." Iress chief executive, wealth APAC Kelli Willmer said Webb's deep understanding and proven track record across the wealth management landscape and will help steer ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... implementing basic and complex advice than those who use it less frequently. Iress chief executive, wealth, APAC Kelli Willmer said the report allows advisers to view the bigger picture and recognise areas to improve. "The Advisely Index results demonstrate ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software and service ...
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