Sarah Murray

DASH Technology Group (DASH) has appointed Sarah Murray as Chief Product Officer (CPO) and James Louw as Chief Growth Officer (CGO).

In the newly created CPO role, Murray will lead the integration of DASH’s platform and software teams, bringing product strategy, delivery, and user experience under a single, unified product function. The appointment cements DASH’s commitment to delivering connected, advice-centric technology across its platform and software ecosystem.

“Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology,” said Andrew Whelan, CEO of DASH. “Her focus on human-centred design, product integration and scalable execution will accelerate our roadmap and improve outcomes for advisers and their clients.”

Murray brings more than 15 years’ experience in product leadership having previously held roles at REA Group and IBM, with a track record of building high-performing teams and delivering commercially aligned, user-focused technology solutions.

Murray shares, “It’s a pivotal time to join DASH. The opportunity to bring platform and software together under a single product vision is compelling, and I’m excited to help deliver technology that genuinely simplifies advice, improving efficiency for our customers and their clients.”

Louw joins DASH as CGO, bringing deep industry experience from his role as Head of Wealth Solutions at Morningstar. He will be responsible for aligning sales, partnerships, and client growth across all DASH products. His role sharpens DASH’s go-to-market execution, with a focus on sustainable revenue growth across adviser and institutional segments.

Whelan says, “James brings clarity and discipline to how we scale. His experience in revenue strategy and commercial execution will be critical as DASH continues to expand its footprint and deepen relationships across the market.”

“I’m excited to be joining DASH at such an important stage. There’s a clear opportunity to help more advisers and institutions access integrated technology that supports growth, efficiency and better client outcomes.” Said Louw.

These appointments reflect DASH’s continued investment in leadership, product and commercial capability as it builds a whole-of-wealth technology ecosystem for the Australian financial advice market.

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Terri Ho has been appointed Chief Risk Officer, transitioning from her previous role as Head of Adviser Solutions, while Mark Papendieck has been appointed Chief Operating Officer, having previously served as Chief Commercial Officer.

As Chief Risk Officer, Ho will oversee governance, compliance, and risk frameworks across DASH’s expanding advice, platform, and technology ecosystem. With more than two decades of experience in financial services, she brings deep expertise in advice operations, advice remediation, and the ability to integrate regulatory obligations into practical frameworks. Her appointment reflects DASH’s commitment to maintaining robust risk management practices as the business scales.

“Our risk management focus is about making room for growth so that we can safely continue to build on what we do best for our clints”, Ho states.

In his new role as Chief Operating Officer, Papendieck will lead the operational side of DASH’s platform and software divisions, including investment operations, client service, and implementation teams. As a leader with extensive experience in financial advice, distribution, and strategic partnerships, he will focus on driving operational excellence and ensuring the seamless delivery of DASH’s whole-of-wealth platform.

DASH Chief Executive Officer Andrew Whelan said the appointments mark an important evolution in the company’s leadership structure.

“Terri and Mark have both played instrumental roles in DASH’s transformation to date. These appointments strengthen our operational and governance capabilities while ensuring we remain focused on delivering innovation, efficiency, and trust for our clients.”

These leadership changes follow a period of growth for DASH, including the acquisition of Integrated Portfolio Solutions (now known as DASH Private) and funds under administration growth of 314%, reaching $18.7bn for financial year 2025.

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Cameron O’Sullivan

DASH Technology Group (DASH) has published a thought piece, Digital Advice: Redefining Accessibility, Affordability, and Scale in Financial Advice, which delves into the true nature of digital advice and its misconceptions. It aims to build trust amongst advisers by addressing the key themes facing practices today: boosting profitability, managing the intergenerational wealth transfer, engaging ‘unserviceable’ clients, the rising cost to serve, and how this solution could revolutionise financial planning.

DASH believes there is still some confusion on what the spectrum of digital advice is, with some still viewing digital advice as the robo-advice of years past. DASH believes advice falls into three omni channels: client-only digital tools, ideal for simple, self-directed advice scenarios; hybrid advice, advisers use advanced digital tools during appointments, enabling faster, more consistent advice delivery; traditional comprehensive advice, for complex client needs requiring deep technical and strategic expertise.

A key difference between earlier robo-advice models and today’s digital advice solutions is the way advisers are integrated into the process. While robo-advice was primarily designed to automate simple portfolio investments, modern digital advice tools provide a broader and more flexible framework. Digital advice solutions use advanced algorithms to deliver quality strategy advice and seamlessly connect clients to an adviser when needed – whether that’s because the client chooses to engage directly with an adviser, or because the complexity of the advice requires professional expertise.

Cameron O’Sullivan, Head of Digital Advice at DASH, shares, “Robo-advice has historically been limited to simple portfolio investments. By contrast, digital advice leverages advanced algorithms to deliver high-quality strategy advice and triage effectively to an adviser when needed.”

O’Sullivan says the most misunderstood opportunity for digital advice tools is in the area of adviser driven tools, where common advice topics can be condensed into a series of interactive screens the adviser and client can go through together, allowing a much exploration of the client’s options, and the likely benefits of each option they could take.  These tools will allow most businesses to do 50-to-80 per cent of their common SOAs in under an hour, with half of that time even being done while sitting with the client, if desired.

“Digital advice is transforming retirement planning by making it simple, accessible, and intuitive. It shows clients exactly how much income they can afford in retirement, helps them identify what’s needed to achieve their goals, and provides tailored suggestions to close any gaps. By removing the complexity of decision-making, customers don’t need deep financial knowledge to navigate confusing contribution choices. The solution integrates seamlessly into statements, websites, and educational tools, ensuring easy access at every stage. With a more intuitive and user-friendly experience than traditional advice, it not only simplifies the journey but also provides a clear pathway into full comprehensive advice when needed.”

DASH believes its singular advice engine, underpinned by advanced algorithms and designed with adviser integration in mind, combined with a unified engine capable of powering digital, hybrid, and comprehensive advice experiences on one platform, is the solution.

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Andrew Whelan

DASH Technology Group (DASH) has announced a comprehensive uplift of its core platform technology.

The uplift introduces a suite of new tools and reporting features that are now available to all practices using the DASH platform. Key enhancements include:

• support for trading and reporting across more than 20 international stock exchanges
• multi-currency administration across international assets, FX, fixed interest, and private non-custodial assets
• a new performance and reporting suite, featuring 16 enhanced reports
• improved user interface and an upgraded client portal with MFA and advanced reporting features.

These advancements reflect DASH’s commitment to providing a whole-of-wealth solution that is accessible and scalable for all advice-led businesses. It is a next-generation technology solution designed to meet the needs of the full investor spectrum, from retail clients to family offices, and ultra-high-net-worth individuals – addressing the growing wholesale investment market.

This release follows the recently announced partnership with global private markets fintech, S64, which gives DASH users access to private market investments, further expanding the breadth of investment opportunities available on the platform.

DASH CEO Andrew Whelan explains, “Every upgrade we deliver is shaped by feedback from advisers and their clients.”

He adds, “This marks a major milestone for DASH off the back of last year’s capital raise, delivering meaningful, next-gen enhancements for existing DASH clients. We’ve worked closely with advisers to ensure the new solution meets their needs and goes beyond what they’ve had access to previously, and beyond what has previously been available in the market.”

DASH is also pleased to report a strong financial performance for FY25, with revenue from contracts up 40 per cent*, funds under administration up 314 per cent, and software users up 48 per cent during the financial year.

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*Subject to audit.

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Mark Papendieck

DASH Technology Group (DASH) and S64, the global alternatives fintech and solutions partner to the wealth management industry, are pleased to announce a strategic partnership designed to significantly enhance access to private market investments for financial advisory firms and their clients across Australia.

This collaboration brings together DASH’s leading financial advice and investment execution platform with S64’s global expertise in private markets technology and product solutions. Through the partnership, Australian advisers will benefit from streamlined access to private markets, multi-jurisdictional regulatory reporting and customised private market product solutions tailored for a range of client segments – from family offices through to retail investors.

Headquartered in the UK, S64 is a global private markets fintech pioneer and home of semi-liquid evergreen funds, possessing a leading presence throughout the APAC region, including Australia. S64’s modular technology platform enables private banks, advisory firms, and investment managers worldwide to efficiently deliver private market investments at scale. S64’s solutions span the full investment lifecycle, including bespoke product manufacturing capabilities, empowering firms to design and distribute their own private market offerings.

“Our partnership with S64 is an exciting milestone for DASH,” said Mark Papendieck, Chief Commercial Officer of DASH. “The shift to private markets is structural and advisers need more than access, they need seamless infrastructure. We’ve always opened the door to an unlimited investment universe, but this partnership takes things further, it simplifies how private investments are sourced, structured and held. Whether it’s supporting firms with institutional quality manager selection and due diligence or enabling liquidity via curated secondary marketplaces, through our work with S64, we’re giving advisers the tools to operate at scale. The message is clear: if you want to build a differentiated, future ready whole-of-wealth investment offering, this is how you do it.”

Demand for private market investments continues to grow rapidly in Australia, along with the need for better education and operational solutions to support advisers in this space. This partnership ensures DASH’s network of advisers can easily offer private markets and alternative assets, backed by S64’s robust technology and product structuring capabilities. S64 will work closely with DASH to provide access to a curated roster of leading open ended and closed ended global investment managers.

“We are delighted to partner with DASH as part of our continued commitment to the Australian wealth management industry,” said Matt Stovold, Head of Australia and New Zealand at S64. “Australia is a key market for S64, and our growing local Australian team have deep experience and trusted relationships across the industry. Together with DASH, we look forward to providing innovative private market solutions and supporting advisers in delivering best in class client outcomes.”

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Johnson and Papendieck previously held co-founder/managing director and chief commercial officer roles respectively at Integrated.

These appointments signal another step for DASH towards its strategy to deliver technology that ensures quality advice is accessible to all Australians, regardless of portfolio size.

DASH CEO Andrew Whelan shares, “There’s no doubt 2024 was a huge year for DASH and seeing these two high calibre individuals join our executive team to help steer and execute on our strategy is great news. Darryl and Mark are stepping into newly created roles, and we are looking forward to what this will bring to the team.”

Whelan continues, “Darryl and Mark bring considerable expertise and experience with them. Following the acquisition of Integrated, we are of course committed to continuing to deliver the services and outcomes that Integrated’s clients expect, while also leveraging the best of both the DASH and Integrated worlds to deliver meaningful benefits for all clients.”

Johnson, co-founder of Integrated, brings a deep expertise in investment operations. In his new role, he will lead all platform-related product development and enhancements across DASH Technology Group.

“DASH has entrusted me with a clear mandate: to drive innovation in platform product development. I’m genuinely excited about the possibilities we can unlock with our experienced, professional, and dedicated team. We’re not just building for the next two to five years—we’re laying the foundation for the next 20 and beyond.” Says Johnson.

Papendieck has held many strategic and C-level roles including as the founding CEO of Australia’s first ‘online-only’ wrap platform and serving as the COO/CGO of advice groups, FinTech, and private wealth solutions. As chief commercial officer at DASH, he is responsible for driving growth, enhancing client engagement and ensuring DASH’s commercial strategy aligns with its overall vision.

“Whilst we know that navigating the accelerating change that technology is driving across our industry is not always easy, we also know that meaningful change only comes from embracing innovation. I look forward to supporting advice firms as they reimagine their business models and embrace smarter, integrated platform and advice technology to not just adapt but thrive in a digital-first world.”

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By implementing advanced AI solutions and digital advice models, DASH is breaking down barriers to professional financial advice, providing a streamlined, cost-effective way for more Australians, particularly those with lower balances, to access personalised financial advice. This is a significant step in addressing the “advice gap,” where many Australians are underserved in financial planning due to cost and complexity barriers.

“With AI, we’re transforming how financial advice is delivered and ensuring that every Australian has the opportunity to prepare for their retirement, regardless of their financial situation,” said Chief Technology Officer Jim Lim. “This award underscores our commitment to using technology for social good, and we’re excited about the positive impact our solutions are making for Australians striving to retire with dignity and peace of mind.”

Currently there are five key areas where AI is uplifting the advice process: new business, client sentiment monitoring, advice preparation, administration, and advice delivery.

Lim continues, “We are seeing measurable outcomes with our advisers with cases of client onboarding and advice preparation being cut down to one third of the time, as well as higher client conversion and satisfaction. This results in increased capacity for advisers to take on new clients and advise them efficiently.”

Through an integrated advice model, DASH empowers superannuation funds, financial advisers, and other advice providers to reach previously underserved clients, offering tailored advice journeys that align with their needs and long-term goals. This scalable approach enables a personalised yet simplified experience, fostering financial literacy and confidence as clients work towards their retirement aspirations.

DASH remains dedicated to pioneering solutions that bridge accessibility gaps and enhance the lives of Australians. Winning the award is a testament to the company’s drive to create a sustainable and client-centred future, where every Australian has the tools they need to have a financially secure future.

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The company’s strategy is centred on fully integrating the advice process, removing the need for multiple data entry and other manual tasks, allowing advisers to focus more on client interactions and business scalability.

DASH’s client-led and adviser-led digital advice tools aid in bridging the advice gap for both institutional business and financial advice practices and have been a driver of software revenue during FY24.

“DASH’s strong growth this year reflects our commitment to innovation and integration in the financial advice space,” said Andrew Whelan, DASH CEO.

He adds: “Our goal is to make reliable financial advice more accessible to those who need it most, and that means leveraging technology to help bridge the advice gap that continues to be a pressing concern.”

With the completion of the Integrated Portfolio Solutions purchase, DASH will service the entire market of clients, from retail through to high net worth and family offices. DASH is the only financial services business currently offering the entire spectrum of advice tools under one umbrella.

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Jim Lim has joined the business from Sincidium where he was Co-founder & CTO. Prior to this, Lim has held various leadership roles in product management, engineering and architecture, including roles at Litera Microsystems and DocsCorp. Additionally, Lim has extensive experience in technical due diligence via Grovitec, further enhancing his strategic and technical expertise.

DASH CEO, Andrew Whelan, says “This role is a critical position within our business, and we have been quite particular with our appointment of Jim. His background and enthusiasm are what we require as a business to continue on our current product roadmap, most importantly our integration of software and platform.”

Lim will accelerate the DASH development roadmap, enabling faster releases that align with client requirements.

Lim explains “I am customer-centric when it comes to product management and development, ensuring that clients and end-users receive value and that we deliver on company objectives.”

“DASH has a specific strategy that I am excited to be a part of – delivering such a significant integration of financial planning software and investment platform is going to be a game-changer for the industry.”

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Meray El-Khoury

DASH Technology Group (“DASH”) and MetLife Australia (“MetLife”) have partnered to create a new insurance solution that utilises technology to simplify how insurance is offered and applied for by Super Simplifier^[1] customers. The solution leverages the cutting-edge DASH platform to streamline the insurance process for advisers.

The insurance solution utilises DASH’s investment platform to provide advisers with immediate access to quote, apply, view, and alter client insurance details, powered by the MetLife online application system.

Super Simplifier offers customers three life insurance options via MetLife:

1. Life and Terminal Illness cover
2. Total and Permanent Disablement (TPD) cover, and
3. Income Protection (IP) cover.

The MetLife insurance offer is designed specifically for members of Super Simplifier to include features such as:

• Up to 75% replacement ratio plus up to 10% superannuation contributions for IP cover^[2];
• TPD payments do not offset IP payments; and
• Access to MetLife’s health and wellbeing offering, 360Health.

DASH Head of Distribution, Tim Rogers, says, “This insurance product is a simple, advised solution that is aimed at addressing the under-insurance problem amongst Australians.

“Many advisers have left the personal insurance advice space in more recent years due to growing complexity, but with this solution now in the market, they can deliver much needed personal insurance advice to everyday Australians who need it.”

Meray El-Khoury, Chief Insurance Officer, MetLife Australia, says, “We offer fit for purpose insurance products that are easy to access and deliver value, by leveraging digital solutions to help our customers build a more confident future. Working with DASH means we are able to make it quick and easy for advisers to secure insurance for their clients.”

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Notes:
[1] Super Simplifier issued by Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757 AFSL 229757, is a personal superannuation account enabling you to build your preferred investment strategy in consultation with your authorised Financial Adviser.
[2] Subject to the minimum and maximum monthly benefit amounts.

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