ANDREW WHELAN

Financial planning

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...

People & Products

DASH has made two senior appointments to position the technology company for future growth....

People & Products

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...

Financial planning

Introducing end-to-end software solutions can reduce the cost of providing comprehensive financial advice from $5,335 to $2,918 according to DASH Technology Group....

Financial planning

Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform....

People & Products

Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief distribution officer Andrew Whelan....

People & Products

Andrew Whelan has been appointed to the newly-created role of chief distribution officer....

People & Products

Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 1 week ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 days 23 hours 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...

2 weeks 4 days ago

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

4 weeks ago