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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Terri Ho

DASH Technology Group (DASH) has teamed up with HealthyMe Digital (HMD) to provide a holistic digital financial advice solution which delivers relevant health and wellbeing content to clients. Through this joint venture, DASH aims to provide bite-sized, accessible content that individuals can easily consume and apply, fostering lasting positive changes in their lives.

Recognising the prevalent challenge of affordability and accessibility of financial advice, with recent research showing that only 10 percent of Australians sought professional financial advice in the past year*, DASH’s digital advice journeys assist advisers and superannuation funds in delivering personal and affordable advice, and thereby alleviating financial stress.

DASH’s Head of Adviser Solutions, Terri Ho, highlights that for many Australians, not having financial advice could lead to financial uncertainty, which in turn impacts their wellbeing, leading to bad financial decisions. Assisting individuals to look at their situation from both a financial and personal lens, means they have a better chance of making long lasting changes for the better.

Ho emphasises, “Our joint venture with HealthyMe Digital endeavours to provide balanced and holistic wellness resources in different formats. This is while being able to access personal financial advice and track their ongoing progress towards their financial goals.”

HealthyMeWise spans various categories, including financial well-being, mental health, lifestyle, and transformational topics.  The content is already leveraged by some of Australia’s largest companies, including one of Australia’s top four banks. HMD’s content has become an invaluable resource across both private and public sector organisations.

The utilisation of digital journeys has gained traction among advisers, institutions and super funds seeking to engage either low-balance clients or to reach more super fund members more effectively. Offering a comprehensive solution to this demographic is pivotal in closing the advice gap prevalent in Australia.

This content is accessible to DASH’s current advisers for white-labelling purposes, as well as institutional clients already utilising DASH’s digital advice solution.

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Notes:
[1] Source: Investment Trends

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Terri Ho

Customer take up of life insurance advice could be adversely affected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate.

This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA provided in Consultation Paper CP 284, which YTML say does not prioritise the information consumers are most looking for, the advice.

‘We believe the disclosure of commissions is over played in its current position in the SOA. This represents too much focus on remuneration.’

Further: ‘One of our key suggested improvements is to change the positioning of the commission disclosure and to have the document lead with the advice, as opposed to leading with payments.’

YTML argues the Life Insurance Framework and Best Interests obligations are designed to provide greater transparency and disclosure, to help the customers assess the value and cost of the advice.

It states these reforms are designed to improve the perceptions of the financial planning industry as a trusted profession.

‘That is why it is important to prioritise the message of value of advice followed by remuneration,’ the submission states. ‘So, as an industry we focus on the difference advice makes and not price the service in the SoA before the value is communicated.’

YTML has suggested focus groups with quality financial advisers would have shown ASIC the importance of communicating the value of advice followed by remuneration. It advocates the payment disclosure is moved from page one to page three under Summary of Recommendations.

‘This would still ensure disclosure is sufficiently prominent but is also provided with context to the value this cost brings to the customer.’

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