The next generation wealth platform empowering advice

Voted #1 for adviser support & investment options

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Launch

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Clients

$1bn

Fastest platform to reach

WealthO2 is a next generation software and service solution that is challenging the long held norms of what a platform should be. We’re on a mission to be the much-needed breath of fresh air for wealth practices by putting the adviser and their client first, increasing efficiency, lowering the cost of advice and providing flexible portfolio management, MDAs, managed accounts and a transparent low-cost superannuation.

Our purpose is to enable more advisers to provide unconflicted advice to more Australians.

We do this by delivering advice-led technology on a simple fee basis with no conflicted investment products or cash or MER clipping … putting more efficiency, and control back in the hands of the adviser. We also help advisers implement scalable, yet tailored advice and more easily demonstrate value to their clients.

We provide a fresh, new alternative for their Super and Pension which is “on HIN” providing greater transparency on the client’s assets. WealthO2’s platform solution uniquely offers legal ownership of cash and assets for investment and SMSF clients.

The technology delivers efficiencies in automation of processes and by way of automated compliance. Our customisable bulk Record of Advice (ROA) generation and integrated client responses through to intraday execution is just one example of compliance innovation.

WealthO2 as a partner enables an adviser practice to grow and be more profitable. We deliver technology and services that enable greater efficiency and scale for the adviser, whilst also allowing for naked pricing shift of margin to advisers and lowering the cost of advice.

If you are frustrated with your current provider the good news is WealthO2 is driving an exciting new era of choice for advisers.

We’re focused on adviser and client success outcomes

Unconflicted tech
advice

We have no investment products

No hidden
fees

And we don’t have fees on your client’s cash

Better
Communications

Take control of your client’s communications

Support & Client Centricity

We put you and your clients' first

Partnership

For adviser support, efficiency and scalability

Transparency &
ownership

On HIN/ CMA for greater transparency and legal ownership

Best interest
duty

Managed accounts efficiency with best interest duty

Technology
roadmap

Customer led technology driving advice practice efficiencies

Unconflicted tech advice

We have no investment products

No hidden
fees

And we don’t have fees on your client’s cash

Better
Communications

Take control of your client’s communications

Support & Client
Centricity

We put you and your clients ‘first

Partnership

For adviser support, efficiency and scalability

Transparency &
ownership

On HIN/ CMA for greater transparency and legal ownership

Best interest
duty

Managed accounts efficiency with best interest duty

Technology
roadmap

Customer led technology driving advice practice efficiencies

Meet the team

Our team has deep experience in the technical, business and customers’ needs of wealth businesses in Australia, but most of all we listen.

Andrew Whelan

Acting Chief Executive Officer


John Griffiths

Executive Director

Neil Roderick

Chairman

Darren Pettiona

Executive Director

Richard Barber

Executive Director

Shannon Brown

Business Development Manager

Sophie O'Neill

Strategic Marketing
Manager

Jonathan Li

Training and Relationship
Manager

Jemmy Pola

Head of Operations

Catherine Moore

Client Relationship Manager

Antonina Mihelyk

Client Relationship Manager

Gillian Gilmore

WealthO2 Practice Lead

Hong Nguyen

Senior Product Development Manager

Matthew Done

Chief Technology Officer

What our clients say...

Steve Woodford, Frontier Financial Group

"WealthO2 enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system.”

The Model Managers on WealthO2
(ROA and MDA)

WealthO2 supports financial advisers by providing access to both the assets that are in best interests of the client (lower MER etc) as well as specialists in investment management who provide models and research and investment committee participation.

Our Model Manager and Asset consultants provide these services to advisers using WealthO2 services.

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Welcome to WealthO2’s
MDA Best of Breed Investment Series

Bringing a professional overlay to your client experience.

At WealthO2 we are focused on making your life easier and putting advisers and their clients’ first. If you don’t want to build your own models, we’ve brought together the who is who in managed accounts to do it for you!

Helpful Links

Our superannuation and pension offering, “Super Simplifier” and is a sub plan of an APRA regulated fund. We have set out to offer a different option to advisers and their clients for superannuation – something new, that sits between a super fund and an SMSF, and at a fee comparable to an Industry Super fund.


Learn More

A true alternative to access managed funds. Our offering allows advisers to use managed funds in their investment strategies without the burden of paperwork or the high costs of administration.

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The WealthO2 Academy is your go-to resource for information on:

  • onboarding
  • user guides
  • education
  • insights
  • videos
  • flyers
  • forms


Learn More

WealthO2’s Managed accounts offer called “MA Operator” is our software and service for advisers to implement advice efficiently and in a compliant manner. MA adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture.


Learn More

Find WealthO2 Frequently Asked Questions here.


Learn More

Andrew Whelan

Acting Chief Executive Officer
Andrew joined WealthO2 in January 2021 as Chief Distribution Officer. In this role, Andrew has lead our business development activities and supported existing clients.
Andrew has more than 20 years’ experience in the financial planning industry and brings expertise in advice technology, processes and documentation. Most recently he was head of distribution with Midwinter and has held senior positions with Milliman and Morningstar.
Effective 4 August 2021, Andrew assumed the role of WealthO2’s Acting Chief Executive Officer.
E: andrew.whelan@wealthO2.com.au M: 0410391072

Neil Roderick

Chairman
Mr Roderick worked for Macquarie Bank for 14 years, retiring in 2013 as chief operating officer (COO) of the banking and financial services group.
Whilst at Macquarie, he founded Macquarie Wrap, the Professional Series, and retail life insurance businesses, as well as leading the Cash Management Trust. In addition to these key achievements and experience, Mr Roderick held the position as Head of the Macquarie Adviser Services Division.
Mr Roderick holds a BSC MSC Pure and Applied Mathematics from University of Auckland

Darren Pettiona

Executive Director
Darren
Darren Pettiona has over 25 years’ experience in the financial services industry and has been at the forefront of financial services technology.
Darren was the founder and CEO of Advent Software Australia Pty Ltd (SS&C Technologies, USA), Coin Software Pty Ltd acquired by Macquarie Bank in 2006 and HUB24 Ltd(ASX:HUB).He has also held non-executive directorships in various financial service and government entities including Charles Schwab Australia, Investorfirst Ltd, Allied Funds Management, van Eyk Research and TOTE Tasmania.

Richard Barber

Executive Director

Richard has over 35 years’ experience within Financial services and Accounting. Richard has held various roles from Product development, Sales Management and Strategy.

Richard was one of the principal co-founders of Class Ltd (CL1), its founding CEO and one the key and active members of its executive team during its journey to a listed company.

Richard has worked for several other financial services companies over his extensive career. He holds a Bachelors of Business in Marketing and Computing.

Shannon Brown

Business Development Manager
Having started his journey in the financial advice industry as a client services administrator, Shannon understands much of what goes on in the ‘back office’ of advice practices involving traditional platform processes and other incorporated advice technology.
With career experience in several leading Advice tech firms, he understands that delivering technology offering is about listening to market participants in order to create the best solution for Advisers and their clients.
Shannon has an enthusiasm for technology and the potential it brings to create newfound efficiencies, add needed scale to Advice firms and create the opportunity for advisers to spend more time with their clients in the most meaningful ways

Sophie O'Neill

Strategic Marketing 

Sophie has over 20 year’s marketing experience working with blue-chip corporates and start-ups across Financial Services, Technology, IT, Telecoms and Entertainment both in Australia and internationally.

Previously Sophie held head of marketing roles at Lonsec, Morningstar and JB Were where she was responsible for delivering growth focused strategies to support business transformation, lead generation and customer engagement.

Sophie has a strong track record in establishing best in class teams and functions with a strong emphasis on metrics-driven marketing.

Jonathan Li

Training and Relationship Manager

Jonathan works with practices and advisers to support with the on-boarding process and training needs.

He brings a consultative and solution-based approach, looking after the seamless utilization of WealthO2’s product to create efficiencies for client’s bespoke requirements.

Bringing experience from broking transitions, he is an integral part of the distribution team, who will pro-actively identify solutions that will assist adviser in reducing administration burden. Allowing advisers more time with assisting clients

Jemmy Pola

Head of Operations

Jemmy is a highly focused Investment Operations Professional with more than 10 years of experience within the financial services industry, particularly around global custody and fund operation functions,

He brings an expert-level knowledge of various types of securities and processes and leverages industry knowledge and analytical capabilities to determine risk levels and optimise the best outcomes for clients and the business.

Catherine Moore

Client Relationship Manager
Cat
Catherine has over 20 years of experience in Financial Services, ranging from Settlements to Compliance officer held in global firms of the likes of UBS, Macquarie and CIMB.
Cat, as she is affectionately known, is a Client Relationship Manager and on boarding specialist helping our clients leverage the best of our service and channels their valuable feedback.

Antonina Mihelyk

Client Relationship Manager
Tonia
Antonina Mihelyk is the Client Services and Relationship Management team in WealthO2’s Sydney office and has been working closely with our clients for over 3 years. Antonina has extensive experience in client onboarding, Super to pension and other Super restructuring activities and is always helpful and proactive with advisers to ensure a great client experience.
Antonina is a multilingual specialist with over 15 years of career across a diverse range of industries where she held various positions in international franchising, marketing and business communication.
Antonina holds a Master of Arts degree from Kings Own Institute in Sydney as well as a Master Degree in Languages and business communication from the University of Constantine the Philosopher, Slovakia.

Gillian Gilmore

WealthO2 Practice Lead
Gillian
Gillian Gilmore is WealthO2’s Practice Lead looking after the seamless onboarding of clients, as well as looking after WealthO2’s official learning resource – the WealthO2 Academy – which aims to educate users on the WealthO2 system as well as providing free education for advisers to assist them in meeting their ongoing CPD requirements.
Gillian has more than 20 years’ experience in senior roles in financial services.

Hong Nguyen

Senior Product Development Manager
Hong is a Product Development Manager at WealthO2 and has over 13 years’ experience in financial services.
Hong has worked extensively on portfolio administration and wealth management platforms in roles across operations, business analysis and product management at Ord Minnett, Iress & HUB24. Hong enjoys working with advisers to develop practical and efficient business solutions.

Matthew Done

Chief Technology Officer
Matt is the CTO at WealthO2 and has over 20 years’ experience in information technology across a diverse range of industries.
He is a highly accomplished Application Architect and Development Manager with experience managing and implementing several, mission-critical, development projects.
An agile practitioner, who specialises in horizontally distributed applications for the cloud.