All Articles tagged with 'Andrew Whelan'

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Australian Ethical and DASH team up to power direct to consumer projections

From Australian Ethical Investment

Australian Ethical has teamed up with innovative tech solutions company, DASH Technology Group to power direct to consumer projections. The deal will result in customised projections appearing in the online

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02 May 2022

WealthO2 renames as DASH to reflect new vision and next phase of growth

From DASH Technology Group

Advice software and platform solutions provider WealthO2 has announced that the group will begin operating under the name DASH Technology Group and brand itself as DASH. The re-name strategy reflects

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05 Apr 2022

WealthO2 merges with Roar and Neo to become the first advice technology solutions company to focus the on end-to-end adviser experience

WealthO2 has merged with financial planning software firm, Roar Software and wealth platform software specialist, NEO. The move will cement its position as the first advice technology solutions company to

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18 Feb 2022

WealthO2 appoints head of client success to support new business growth

WealthO2 has appointed Ahn Rutty to the newly created role ‘head of client success’ as demand for their innovative adviser tech software solution increases. Ahn will play a pivotal role

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25 Nov 2021

WealthO2 focuses on further expansion with Ord Minnett pilot program

WealthO2 has announced a structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. The program will see Ord Minnett pilot WealthO2’s

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19 Aug 2021

WealthO2 appoints Andrew Whelan as head of distribution

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

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28 Jan 2021

Milliman announces appointment of Andrew Whelan as Director, Adviser Services

Global actuarial firm Milliman has announced the appointment of Andrew Whelan to the position of Director, Adviser Services. In this newly created role Mr Whelan will spearhead the development and

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27 Mar 2018

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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 [...]