DASH expands business with eight hires

bt-financial-group/

23 February 2023
| By Rhea Nath |
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DASH has appointed former BT manager Tim Rogers as head of distribution among eight new hires to its development, operations, marketing, and sales teams.

Rogers would oversee the firm’s national licensee and adviser distribution strategy. 

He came to the role with three decades of experience in wealth advisory and distribution, most recently as regional manager NSW and the ACT at BT Financial Group. 

He held various roles in his nearly 15 years at the wealth management brand of Westpac, including client services, business development, and head of adviser migration. 

"DASH has an ambitious, but needed, vision for our financial advice industry, and I'm excited and happy to be an integral part of that," said Rogers on his appointment.

"The team had great energy and fantastic skillsets, and it's wonderful to be in a position to bring such positive change to the financial planning profession."

Additionally, Sarah Cagnacci was appointed head of marketing to support the distribution strategy, investment operations and client service. She would move over from Evergreen Consultants and sister firm Evergreen Ratings.

Her resume would also include roles at BT, Fidelity, van Eyck, and Commonwealth Bank.

Further hires included four developers to bolster DASH’s technology.

Andrew Whelan, DASH chief executive, stated: “Having an injection of skills like this into the business is critical for developing and delivering on our vision and to our clients’ needs.”

Chaired by Geoff Lloyd, the advice technology solutions platform was formed in April 2022 following a merger with financial planning software firm Roar Software, wealth platform software specialist NEO and platform technology provider WealthO2.

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