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

WealthO2 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.


Mr Neil Roderick, Chairman of the WealthO2 board said: “These new board appointments bring a wealth of strategic expertise and networks to support the exciting next phase of WealthO2’s expansion plans and to accelerate delivery efficiency gains for our clients”.


Mr Andrew Whelan, WealthO2’s Chief Distribution Officer has assumed the role of Acting Chief Executive Officer effective 4 August 2021, replacing Ms Shannon Bernasconi.


The organisation thanked Ms Bernasconi for her contribution to the business. Mr Roderick said: “The Board extends its’ appreciation and thanks for Shannon’s efforts these past four years. We wish her well for the future”.

Other News

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.”

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