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Showing 1 - 6 of 6 results for "Andrew Whelan"

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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