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.

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“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.”




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