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Showing 1 - 10 of 20 results for "Andrew Whelan"

DASH hires Morningstar wealth exec

ELIZABETH FRY | THURSDAY, 22 JAN 2026

... critical as DASH continues to expand its footprint and deepen relationships across the market," DASH chief executive Andrew Whelan said. "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology," ...

DASH adds two new executives to C-suite

ANGELIQUE MINAS | WEDNESDAY, 21 JAN 2026

... delivering connected, advice-centric technology across its platform and software ecosystem. DASH chief executive Andrew Whelan said: "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology." "Her ...

DASH reshapes leadership team

ELIZABETH FRY | THURSDAY, 27 NOV 2025

... positioning him to drive operational excellence as the firm broadens its whole-of-wealth offering. DASH chief executive Andrew Whelan said the appointments reflect the firm's ongoing evolution. "Terri and Mark have both played instrumental roles ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN | MONDAY, 1 JUL 2024

... accelerating DASH's development roadmap, enabling faster releases that align with client requirements. DASH chief executive Andrew Whelan said the investment will enable the company to expedite its key developments, which are driven by the needs of advisers ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI | TUESDAY, 19 SEP 2023

... will enable us to align our resources with the real needs of advisers," he commented. Meanwhile, Loyalty director Andrew Whelan said the group sees the issue as an industry-wide problem that demands cooperative solutions. "While this pilot focuses on ...

DASH adds to leadership

CASSANDRA BALDINI | WEDNESDAY, 19 APR 2023

... hired a client success associate, quality assurance analyst and an actuarial business analyst. Its chief executive Andrew Whelan commented that getting the right people in the business is crucial. "We are on track to deliver some innovative and exciting ...

DASH lands venture capital investment

ANDREW MCKEAN | WEDNESDAY, 22 MAR 2023

... advisers and licensees, aiming to streamline advice processes and implementation workflows. DASH chief executive Andrew Whelan outlined a clear vision of what the company needs to achieve for its clients with this latest round of funding. One goal is ...

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. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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