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WealthO2 to offer complete tech solution to financial planners

Hear from Andrew Whelan, our Acting CEO as he talks to Penny Pryor from Industry Moves about Wealth02’s goal to become a complete tech solution for financial planners and rapid expansion plans for the business.

New structured pilot program with Ord Minnett announced

We are excited to announce a new structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. Andrew Whelan, Acting Chief Executive Officer of WealthO2 said: “This exciting pilot with Ord Minnett demonstrates our commitment to delivering meaningful efficiencies through customer-led technology innovation that puts advisers and their clients first.”

WealthO2 announces leadership changes as it focuses on next phase of growth

Wealth has welcomed two new board members from the existing shareholder base: Class Super founder and founding WealthO2 shareholder, Richard Barber and John Griffiths from Nimit Capital Partners. Richard and John bring over 50 years’ combined experience and a deep understanding of the financial planning technology, platform and investment banking areas.

WealthO2 launches top manager MDA

We are excited to launch our Best of Breed Investment Series. Now with WealthO2, financial advisers can access the expertise of Australia’s best of breed investment managers, with WealthO2's innovative and leading Adviser Support services, trading and administration of assets.

WealthO2 launches new app

WealthO2 has launched an app for financial advisers and their clients to help them manage their investment and superannuation information.

Where do platforms fit in the industry’s regulatory transformation? (ifa Podcast)

Hear from our managing director Shannon Bernasconi and chief distribution officer Andrew Whelan as they join host Sarah Kendall in the latest episode of the ifa show (Independent Financial Adviser) to discuss the latest developments in the platform space as advisers grapple with the need to automate and reduce their cost of advice.

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