Co-founder departs WealthO2

WealthO2 Shannon Bernasconi Class Super Andrew Whelan

9 August 2021
| By Laura Dew |
image
image
expand image

Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief distribution officer Andrew Whelan.

Bernasconi had worked at the firm for the past four years, having joined from Calastone.

Whelan had assumed the role in an acting capacity since 4 August.

The firm had also appointed two board members in Class Super founder, Richard Barber, and managing partner of Nimit Capital, John Griffiths.

The pair were already existing shareholders and brought over 50 years combined experience in the fields of financial planning technology, platform and investment banking.

Chair, Neil Roderick, said: “These new board appointments bring a wealth of strategic expertise and networks to support the exciting next phase of WealthO2’s expansion plans and to accelerate delivery efficiency gains for our clients.

“The board extends its appreciation and thanks for Shannon’s efforts these past four years. We wish her well for the future."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 3 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 1 hour ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 4 hours ago