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Showing 1 - 10 of 19 results for "Shannon Bernasconi"

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON | WEDNESDAY, 11 MAY 2022

... has been confirmed as permanent chief executive. Whelan has been acting in the role since August 2021 when Shannon Bernasconi left the company, then called WealthO2. Whelan has led the firm through its merger with Roar and NEO and subsequent rebrand. ...

Platform co-founder departs

ANNABELLE DICKSON | MONDAY, 9 AUG 2021

... co-founder and chief executive has suddenly departed the company as two directors are appointed to the board. Shannon Bernasconi has left WealthO2 after six years at the helm. She previously left her role as managing director of Calastone Australia to ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON | THURSDAY, 8 JUL 2021

... manager to their client, compared to the often higher cost equivalent SMA product," WealthO2 chief executive Shannon Bernasconi said. "The MDA best of breed service is a logical extension to WealthO2's existing discretionary and non-discretionary ...

WealthO2 launches adviser app

KARREN VERGARA | TUESDAY, 22 JUN 2021

... even more aware of possible hidden fees and lack of transparency," WealthO2 co-founder and managing director Shannon Bernasconi said. Bernasconi added that advisers have told her that many of their clients are more engaged with their financial strategies ...

Platform cuts fees

ELIZABETH MCARTHUR | MONDAY, 24 MAY 2021

... profitable service to the typically lower balance adult children of existing clients," Wealth02 managing director Shannon Bernasconi said. "Super Simplifier gives members the personalisation, transparency and flexibility of an SMSF but for a fraction ...

Platform hires distribution lead

KARREN VERGARA | WEDNESDAY, 27 JAN 2021

... CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. Bernasconi said Whelan's appointment comes as WealthO2 rapidly expands the penetration of its adviser platform alternative ...

WealthO2 names chair, director

ANNABELLE DICKSON | TUESDAY, 12 JAN 2021

... wealth the time is perfect for technological innovation to flourish." WealthO2 chief executive and co-founder Shannon Bernasconi said the appointments bring a depth of experience to the business. "The appointment of these two financial services stalwarts' ...

Chi-X TraCRs added to specialist platform

ALLY SELBY | WEDNESDAY, 5 AUG 2020

... payments giant Mastercard and pharmaceutical company Gilead Sciences. WealthO2 co-founder and managing director Shannon Bernasconi said the new low cost and innovative Chi-X solution would enable financial advisers and their clients using the platform ...

Wealth platform appoints technology lead

ALLY SELBY | WEDNESDAY, 27 MAY 2020

... WealthO2 has appointed Matthew Done as its chief technology officer, set to report directly to managing director Shannon Bernasconi. Bernasconi said Done will bring a wealth of experience to the platform. "Matthew is a highly accomplished application ...

Platforms maintain cash rate on RBA cut

ALLY SELBY | FRIDAY, 20 MAR 2020

... the Reserve Bank's rate cut to 0.50% on March 3. At the time, WealthO2 co-founder and managing director Shannon Bernasconi said the likes of Netwealth and HUB24 have some explaining to do. "Platforms did not get any scrutiny during the Royal Commission," ...

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Insignia taps SS&C, outsources 1000 workers

KARREN VERGARA

Insignia Financial has tapped SS&C Technologies to transform its master trust business as part of its cost-cutting drive that is set to outsource more than 1000 of its employees to the fund administrator.

UniSuper names product head

ELIZABETH FRY

UniSuper has appointed a new head of product following Ian Lorimer's decision to step down after 13 years with the superannuation fund.

Funds are 'getting back to basics', says report

ANDREW MCKEAN

Global public pension funds and sovereign funds are refocusing on generating long-term returns, generally targeting opportunities in private markets, emerging markets, and green assets, according to the Official Monetary and Financial Institutions Forum (OMFIF) Global Public Funds 2024 report.

TAL creates consumer and growth division

MATTHEW WAI

The life insurer has appointed a general manager to lead its newly created consumer and growth team.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Tailored or off-the-shelf: What's right for your practice?

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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