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.

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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.




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