The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 18 results for "Shannon Bernasconi"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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' ...|
|... 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 ...|
|... 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 ...|
|... 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," ...|
|... Schapkaitz, has nabbed the newly created role, and will report directly to co-founder and managing director Shannon Bernasconi. Bernasconi said the appointment comes off the back of unprecedented structural changes within the advice industry. "In each ...|
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The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
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The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
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Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
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Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
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