WealthO2 appoints Andrew Whelan as head of distribution

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WealthO2 has appointed Andrew Whelan to the newly created role of chief distribution officer, reporting to CEO Shannon Bernasconi, commencing 27 January 2021.

Mr Whelan joins WealthO2 from Midwinter where he led the sales, marketing and distribution teams.

Prior to this Mr Whelan held various senior roles including as director of advisor services at Milliman, and head of advisor services at Morningstar.

Ms Bernasconi, said: “Andrew has more than 20 years’ experience in the financial services market and his experience with Milliman, Morningstar and other financial technology providers makes him a good fit for the WealthO2 team.

“Andrew’s core focus throughout his career has been on developing new business opportunities as well as assisting advisers to deliver exceptional client outcomes.

“His appointment comes as WealthO2 is rapidly expanding the penetration of its adviser platform alternative in the market.

“WealthO2 offers leading advice-led technology, along with a broad service offering, that is unlike that of existing platforms. It is focused on supporting advisers by shifting the margin to the adviser and lowering costs of advice to clients.

“Andrew’s appointment to the executive team supports this strategic position.

This appointment follows the recent appointments of the Founders of HUB24, COIN and Macquarie Wrap to the WealthO2 board. Neil Roderick joined the board as Chairman and Darren Pettiona joined as Executive Director.

Mr Whelan holds a Bachelor of Commerce Degree in Economics from Macquarie University.

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