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Showing 1 - 10 of 17 results for "Andrew Whelan"

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. ...

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 ...
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