Powered by MOMENTUM MEDIA

WealthO2 adds chief distribution officer

— 1 minute read

WealthO2 has continued its hiring spree with the appointment of a new chief distribution officer.

Andrew Whelan

Andrew Whelan will take on the newly created role of chief distribution officer at Wealth02, reporting to chief executive Shannon Bernasconi. 

“Andrew has more than 20 years’ experience in the financial services market and his experience with Milliman, Morningstar and other financial technology providers makes him a good fit for the WealthO2 team,” Ms Bernasconi said. 

Advertisement
Advertisement

“Andrew’s core focus throughout his career has been on developing new business opportunities as well as assisting advisers to deliver exceptional client outcomes.”

Mr Whelan joins from Midwinter, where he led the sales, marketing and distribution teams. He has also held senior roles at Milliman, including as director of adviser services, and was head of adviser services at Morningstar. 

“His appointment comes as WealthO2 is rapidly expanding the penetration of its adviser platform alternative in the market…Andrew’s appointment to the executive team supports this strategic position,” Ms Bernasconi said. 

Wealth02 recently added Macquarie Wrap founder Neil Roderick as chairman, while Darren Pettiona, co-founder of HUB24 and COIN, also joined the board as executive director. 

 

WealthO2 adds chief distribution officer
Andrew Whelan
ID logo

 

related articles

  • Lonsec CEO to go

    The CEO of one of Australia’s leading investment research houses has announced that he will step down.  ...

  • QBE gets new group CEO

    QBE has appointed a new group chief executive with more than 30 years’ experience across insurance and banking to replace Pat Regan, who l...

  • MLC AM nabs Clime CIO

    MLC Asset Management has appointed a new portfolio manager, who has previously worked with Clime Investment Management and State Street. ...

promoted stories

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.