DASH expands business with eight hires

bt financial group

23 February 2023
| By Rhea Nath |
image
image
expand image

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 13 hours ago

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

5 days 19 hours ago

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

3 weeks 3 days 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 5 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 ...

4 days 17 hours ago

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

3 days 20 hours ago