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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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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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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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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Kate Eriksson, a venture partner at Co:Act Capital, has joined the board as non-executive director, while Deepti Manocha has joined the executive team as Chief Financial Officer .

“Having both Kate and Deepti join us brings great skill and experience to the group. They both have distinct skillsets which we see as a great benefit in leading the business towards further growth.” says Andrew Whelan, CEO at DASH.

Eriksson has over 25 years’ experience in the financial services and technology sectors in Australia, Sweden and Silicon Valley with an extensive understanding of growth, strategy, client experience and regulation.

She is a venture partner at Co:Act Capital, startup founder, and has executive experience across venture capital, banking, payment and wealth management.

Eriksson says, “Since my engagement with DASH via Co:Act Capital’s investment earlier this year, I have been captivated with the vision and innovation this company has. DASH is supporting Advisers to deliver a new generation of financial advice to Australians.  The trajectory of growth DASH is achieving, particularly via its investment platform, is exciting to see.

Further to Kate’s appointment, DASH as also welcomed Deepti Manocha to the executive team as Chief Financial Officer. Manocha has nearly 20 years’ experience across a range of financial roles working in financial services, governance, and superannuation.

Prior to joining DASH, Manocha was the General Manager of Finance and Data Oversight at Equity Trustees, where she was responsible for the financial governance of 15 superannuation entities with $40 billion in assets under management, providing leadership, direction, and management of the finance and data functions.

“There’s no doubt that these two additions will lead to a strong outcome for both DASH and our adviser community.” concludes Whelan.

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The industry leading fintech company completed a capital raise in March that will enable the business to play an important role in making financial advice more accessible to everyday Australians, by improving the advice workflow burdens embedded within the advice process.

As part of the expansion, Michelle Russo has joined the business as chief operating officer and will be responsible for the investment operations and client services teams as well as bringing key projects to market. Russo was previously at ANZ and has held senior roles across a variety of institutions.

“I’m excited to be joining an innovative and highly client focused group, and a dynamic leadership team.  I see real opportunity in DASH’s strategy to provide sophisticated and more efficient solutions for advisers and their clients.” says Russo.

Russo will apply her extensive experience in superannuation, most recently at StatePlus, to DASH’s superannuation offering, Super Simplifier. Together with Mark Blair, who’s joined the team as a superannuation specialist, she will manage product enhancements to ensure the super product remains competitive and is a suitable solution for advisers looking to implement a low fee product for their clients.

Blair previously held the position of Executive General Manager, Superannuation Trustee Office at Equity Trustees and has experience in similar roles at KPMG and RiceWarner.

DASH CEO, Andrew Whelan comments “Getting the right people in the business is crucial right now. We are on track to deliver some innovative and exciting solutions for advisers that we believe will be a positive addition to any advice practice.”

Whelan continues, “These new hires are in line with our growth strategy and with our mission to provide better advice tools and investment execution to the market. Having a smooth tech stack where all elements integrate seamlessly, and from A-Z, is what will be the game-changer for better staff satisfaction, less administration burdens, and happier clients.”

DASH is delivering innovation and integration to the financial advice community by joining traditional financial planning software and investment platform execution into one solution. The DASH Advice Tools can be used standalone, as modular add-ons or as a fully integrated advice technology suite.

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Archer has paraplanning strength capabilities, but its advanced algorithms and optimisers cut down the time to do complex modelling and SOA production in half. In addition, Archer distils complex advice strategies into engaging screens to enable meaningful discussions with clients. The tool has comprehensive modelling capabilities such as TTR, gearing, lifetime annuities and multi-entities.

Andrew Whelan, DASH Chief Executive Officer said “Archer is the first real innovation that I have seen over the last decade which makes goals-based advice central to the client value proposition. At DASH we are very excited about the launch of Archer and how it will help financial advisers in 2022 and beyond.”

“We wanted to help advisers easily engage in meaningful goals based conversations with their clients and stop focusing their reviews solely on investment performance. Best of all, Archer allows advisers to quantify the value of their advice purely from strategic recommendations and separate to portfolio return” he said.

Archer will also connect directly with DASH’s Dynamic Docs software solution which produces engaging digital SOA presentations in person or on a ‘one to many’ basis with enhanced compliance features. This is all inclusive of an AI driven avatar steering the client through the SOA at their own pace.

The launch of Archer demonstrates the next phase of DASH’s powerful value proposition and vision to provide true software and platform connectivity across the end-to-end adviser experience so they can pick and choose the solutions they need to grow efficiently and scale their practice.

In addition to the launch of Archer, DASH also announced the launch of its brand new corporate website which talks to their end-to-end platform and software solution offering for financial advisers and the broader wealth industry.

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Geoff Lloyd

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 into the permanent role of Chief Executive Officer.

Geoff brings over 25 years of leadership and extensive financial services experience working across employed and self-employed advice, dealer groups, platforms, asset management and both retail and corporate super.

Andrew Whelan said “we are thrilled to have Geoff Lloyd join as our new Chairman of the Board. He has unparalleled experience in accelerating sustainable growth of businesses and delivering innovation through a number of industry firsts.

“The fact that someone of Geoff’s calibre is joining DASH is a real vote to what we are trying to achieve with our strategy of being a true wealth management solutions partner.”

Andrew said, “The Board sees Geoff as the ideal person to lead DASH through its next phase of growth. He brings an extensive knowledge of platforms, corporate structuring and advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC. He is also highly respected by dealer groups and financial planners and led many advice businesses.

Mr Lloyd responded to the new role, said, “I am a true believer in the need to use technology and data to drive innovation across the advice and platform space and I am excited to join DASH as their new Chairman of the Board.”

Andrew said he is excited to lead what he thinks is the most innovative technology offering for advisers and broader wealth industry. He said the industry has been needed this for some time.

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