WealthO2 makes five hires following software merger

WealthO2/

7 March 2022
| By Laura Dew |
image
image image
expand image

WealthO2 has made five hires to its firm in response to adviser demand for its tech solutions.

The hires were across the firm’s distribution, risk, compliance and development teams.

Justin Ahrens would join as head of risk, Kay Hurst would join as program delivery manager and John Shea would join as solutions architect. The distribution team would be boosted by Peter Panigiris from Lumiant and Dennis Cargill from BT Funds Management.

Andrew Whelan, chief executive of WealthO2, said: “We are thrilled to announce these significant cross-functional appointments which will play pivotal role in cementing our position as the first advice technology solutions company to focus on solving critical business issues across the end-to-end adviser experience.”   

“The fact that these key hires are joining WealthO2 at this time is a significant nod to our recent growth, strategy and what we are delivering. Our clients and the broader team will all benefit from their knowledge and expertise."     

The appointments follow the merger between WealthO2, Roar and NEO which saw the team double in size.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

6 days 8 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
3