All Articles tagged with 'Andrew Whelan'

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DASH appoints Chief Product Officer and Chief Growth Officer to drive unified platform and software strategy

From DASH Technology Group

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

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22 Jan 2026

DASH announces key executive appointments

From DASH Technology Group

DASH Technology Group (DASH) has announced two senior leadership appointments as the company continues to strengthen its executive team to deliver in line with its strategic goals. Terri Ho has

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01 Dec 2025

DASH boosts Investment Platform with technology uplift

From DASH Technology Group

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

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29 Jul 2025

DASH welcomes two to executive team

From DASH Technology Group

DASH Technology Group (DASH) has finalised two executive appointments following the acquisition of Integrated Portfolio Solutions (Integrated) in late 2024. Darryl Johnson has been named chief platform officer and Mark

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05 Feb 2025

DASH reports double-digit growth across entire group during FY24

From DASH Technology Group

DASH Technology Group (DASH) has achieved another year of growth, reporting double-digit uplift across the group. Group operating revenue increased by 50.3 per cent, driven by platform growth and digital

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12 Sep 2024

DASH hires Chief Technology Officer to deliver key integration milestone

From DASH Technology Group

DASH Technology Group (DASH) has appointed a new Chief Technology Officer who will help facilitate the business’s next stage of growth. Jim Lim has joined the business from Sincidium where

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20 Jun 2024

DASH strengthens leadership team with new board member and executive hire

From DASH Technology Group

DASH Technology Group has made changes to leadership following its expansion over the past 12 months, positioning the company for further growth. Kate Eriksson, a venture partner at Co:Act Capital,

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17 Nov 2023

DASH expands with 10 new hires following capital raise in March

From DASH Technology Group

DASH Technology Group has expanded for the second time this year, hiring 10 staff across operations, platform, superannuation, product development, and client success teams. The industry leading fintech company completed

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20 Apr 2023

DASH launches a first of its kind goals based tool, cutting complex modelling and SOA production time in half

From DASH Technology Group

DASH continues to lead the way on next generation tech innovation for advice practices with the launch of Archer, a first of its kind goals-based advice cash flow modelling tool.

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27 May 2022

Geoff Lloyd announced as new Chairman of the DASH Board

From DASH Technology Group

DASH Technology Group is excited to announce the appointment of Geoff Lloyd, as new Chairman of the Board commencing in September 2022. The group has also announced that Andrew Whelan will move

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12 May 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]