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WealthO2 creates national role to meet demand

WealthO2 creates national role to meet demand

— 1 minute read

WealthO2 has appointed Phil Anderson to the newly created role of national business development manager to meet growing demand for the platform.

Phil Anderson

Mr Anderson joins the Sydney-based wealth and adviser solution provider from Standford Brown and before that he worked at Challenger for over a decade. 

WealthO2 managing director and chief executive, Shannon Bernasconi said that Mr Anderson had a strong track record of successful product launches and would be invaluable in this new role. 

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“Phil brings with him a long track record of success in building loyal and trusting adviser relationships. He will bring a great understanding of different styles of financial planning businesses with which to introduce WealthO2's transparent, low cost and unconflicted alternative to traditional wrap services,” she said. 

Ms Bernasconi said that the adviser community was at a point of inflection and the community needed to know the benefits of unconflicted technological services. 

“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,” said Ms Bernasconi.

 

WealthO2 creates national role to meet demand
Phil Anderson
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Eliot Hastie

Eliot Hastie

Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms. 

Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.

Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).

You can email him on: [email protected]

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