WealthO2 appoints BDM

WealthO2/phil-anderson/business-development-manager/BDM/Stanford-Brown/challenger/macquarie/Shannon-Bernasconi/Royal-Commission/

30 July 2019
| By Chris Dastoor |
image
image
expand image

Wealth and adviser solution provider WealthO2 has appointed Phil Anderson as national business development manager (BDM), to meet growing demand for the company’s adviser platform alternative.

Anderson would join the Sydney-based firm in the newly-created role, and was previously at Stanford Brown, Challenger and Macquarie in various business development roles.

Shannon Bernasconi, WealthO2 managing director and chief executive, said Anderson would help introduce the company to the broader adviser community.

“Phil brings with him a long track record of success in building loyal and trusting adviser relationships,” Bernasconi said.

“In the wake of the Royal Commission, and the bank exodus from wealth, the adviser community is at a point of inflection.

“WealthO2 has appointed Phil to enable those advisers reviewing their future partners, margin recovery options and scalability for the future, with an unconflicted technology driven alternative.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago

TOP PERFORMING FUNDS