ANDREW WHELAN

Financial planning

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...

People & Products

DASH has made two senior appointments to position the technology company for future growth....

People & Products

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...

Financial planning

Introducing end-to-end software solutions can reduce the cost of providing comprehensive financial advice from $5,335 to $2,918 according to DASH Technology Group....

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Financial planning

Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform....

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People & Products

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....

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People & Products

Andrew Whelan has been appointed to the newly-created role of chief distribution officer....

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People & Products

Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 1 day ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

2 weeks 6 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 3 days ago