WealthO2 appoints head of distribution
Wealth management software firm WealthO2 has appointed Andrew Whelan to the newly-created role of chief distribution officer, reporting to chief executive, Shannon Bernasconi.
Whelan joined from financial planning software firm Midwinter where he led the sales, marketing and distribution teams.
Before that, he held various senior roles that included director of advisor services at Milliman, and head of adviser services at Morningstar.
Bernasconi said Whelan had more than 20 years’ experience in the financial services market and his experience with Milliman, Morningstar and other financial technology providers made him a good fit for the WealthO2 team.
“Andrew’s core focus throughout his career has been on developing new business opportunities as well as assisting advisers to deliver exceptional client outcomes,” Bernasconi said.
“His appointment comes as WealthO2 is rapidly expanding the penetration of its adviser platform alternative in the market.”
This followed the recent appointments of the founders of HUB24, COIN and Macquarie Wrap to the WealthO2 board, as Neil Roderick joined the board as chair and Darren Pettiona joined as executive director.
AUTHOR
Chris Dastoor
Recommended for you
The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
