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Showing 1 - 10 of 13 results for "Andrew Whelan"

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... of industry firsts". Lloyd will add more than 25 years' experience to the group's leadership team, which includes Andrew Whelan who has been confirmed as permanent chief executive. Whelan has been acting in the role since August 2021 when Shannon Bernasconi ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... partnership as a nod to both our modelling prowess as well as our solutions-based approach," DASH chief executive Andrew Whelan said. "We are excited to support Australian Ethical's members with our highly flexible and easy to implement solutions ...

WealthO2 rolls out rebrand

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... name which will allow us to better articulate our offering to both our customers and the market," chief executive Andrew Whelan said. He said, being in its next phase of the growth, it was the right time to change business name and create a new identity. ...

WealthO2 hires five to focus on tech solutions

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... to focus on solving critical business issues across the end-to-end adviser experience," WealthO2 chief executive Andrew Whelan said. "The fact that these key hires are joining WealthO2 at this time is a significant nod to our recent growth, strategy ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together of WealthO2, ROAR and NEO creates an exciting ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... manager. Prior to this, she worked as a senior account manager at Rubik and Macquarie Group. WealthO2 chief executive Andrew Whelan said adviser interest in WealthO2 is growing strongly, and that Rutty's appointment is a result of this continued ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... processing, broker data connectivity, rebalancing and performance analytics. WealthO2's chief distribution officer Andrew Whelan has assumed the role of acting chief executive in Bernasconi's place. "The board extends its appreciation and thanks for ...

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 ...
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