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Showing 1 - 10 of 18 results for "Shannon Bernasconi"

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," ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... 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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