WealthO2 appoints BDM
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.”
AUTHOR
Chris Dastoor
Recommended for you
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
