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Everything from Wealth o2

WealthO2 appoints non executive director

WealthO2 has appointed Graham Hand as a non-executive director to its board. Shannon Bernasconi, co-founder and managing director of WealthO2, said the appointment comes as the WealthO2 platform passes the $1.5 billion mark in funds under administration, reflecting the growing demand for a low cost, unconflicted, adviser platform alternative. “Graham has over 40 years of experience in financial markets […]

27 Aug 2019

Advisers demanding more from technology and platform providers

From Wealth o2

The expectations from financial advisers on the ability for software and platform providers to act transparently and with integrity has substantially increased since the release of the Hayne Royal Commission findings, according to WealthO2 managing director, Shannon Bernasconi. Commissioner Hayne’s report had a focus on the monetary benefits that flow to advisers and licensees, however one […]

20 Aug 2019

WealthO2 creates national BDM role to meet adviser demand

From Wealth o2

WealthO2 has appointed Phil Anderson to the newly created role of national business development manager to meet growing demand for a low cost, unconflicted, adviser platform alternative. Anderson joins the Sydney-based wealth and adviser solution provider from wealth advisory firm Stanford Brown and before that Challenger, where he worked for almost a decade. Prior to working […]

01 Aug 2019

Wealth o2 launches new tax accounting service

From Wealth o2

WealthO2 has launched an unbundled tax accounting service through a partnership with Class Limited, to complement its investment platform and financial planning services solution suite. WealthO2 is a low cost, unconflicted, adviser platform alternative established in 2015. Shannon Bernasconi, managing director of WealthO2, says the new service was developed in response to advisers’ need to optimise their […]

11 Jun 2019