DASH expands business with eight hires

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

Add new comment

The content of this field is kept private and will not be shown publicly.
 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

7 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

8 hours 56 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND