Helping advisers and the broader wealth industry to think about financial planning differently.

Historically the software, platform and even wealth management space has been dominated by a take or leave it product approach. At DASH our mission is to break down this culture and offer businesses of all shapes and sizes the opportunity to create an integrated and tailored experience for their business and clients.

We do this by using innovative tech to solve traditional gaps and scalability challenges. At DASH we're facilitating a different advice model to give more Australians access to the advice they need to navigate complex areas of financial planning and investment administration.

Meet the team

Our team has deep experience in the technical, business and customers’ needs of wealth businesses in Australia.

Board and Executive
Chairman of the Board
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Geoff Lloyd

Geoff Lloyd has over 20 years’ experience in the financial services industry, with an extensive understanding of the sector and demonstrated leadership skills. He is a founding member of the not-for-profit group, Virgin Unite - B Team and held the role of Chief Executive Officer at MLC from 2018 to 2020.

He joined ASX-listed financial services group Perpetual in August 2010 as Group Executive of Private Wealth and was appointed Managing Director and Chief Executive Officer in February 2012, a role he held until June 2018.

Before commencing at Perpetual he served as General Manager, Advice and Private Banking at BT Financial Group (BTFG) following the merger with St George’s Wealth Management business. Prior to the merger, Geoff led St George’s wealth management portfolio and was a member of the St George Bank Group Executive reporting to the CEO. He held many senior positions at BTFG, including Chief Legal Counsel and Head of the Customer and Business Services Division.

Geoff was chairman of the Financial Services Council from 2016 to 2020.

Non Executive Director
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Richard Barber

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.

Director of Strategy
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Darren Pettiona

Darren has over 30 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.

CEO
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Andrew Whelan

With over 20 years’ experience in the financial planning industry Andrew’s expertise spans across advice technology, processes and documentation.

Prior to WealthO2 he was head of distribution with Midwinter and has held senior positions with Milliman and Morningstar. Andrew joined WealthO2 in January 2021.

Executive Director of Product
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Kevin Liao

Passionate about pioneering new software solutions, Kevin is a qualified Lean Six Sigma consultant with over ten years of experience in IT and financial services. Having worked for the likes of Coin software and Suncorp, Kevin co-founded technology companies Saropa, and ROAR Software. Kevin strongly believes software should be designed to meet business needs and enhance processes – essentially, it should be tailored not forced to fit. Inspired by a desire to improve such integration.

Executive Director COO
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Rudi Engelbrecht

Rudi has over 28 years’ experience within financial services and technology. He developed multiple wealth management platforms and trading solutions for various investment banks in the USA and South Africa. Rudi co-founded two successful SaaS fintechs, Lautus Solutions in South Africa and Paradigm Global Solutions in Australia, both providing SaaS solutions to Wealth Management Platforms. Rudi holds a BSc Computer Science and Applied Mathematics and MSc (cum laude) Computer Science from University of Pretoria.

CTO Software
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Ted Tsao

Having spent over a decade working in IT, Ted has developed a wealth of knowledge and skills – specifically, the design and build of software. Never content to settle for standard solutions, Ted has devoted a large part of his career to creating best-in-class software for the financial services industry. Having previously worked as a DBA and Software Architect, Ted co-founded YTML in 2010. With Ted’s in-depth understanding of both the practicalities of software and the needs of advisers, Ted has played a vital role in ROAR Software since inception.

Sales Team
State Manager VIC/TAS
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Simon Bishop

Simon has held key sales and distributions roles in the industry for over 25 years. His experience covers both the software and platform solutions thanks to his time at Coin Software and Hub24 ensuring a deep understanding of what’s important to both advisers and their clients. Simon also worked at salesforce.com, Advent Software and was an Associate Director at Macquarie Bank.

Phone - 0412 279 029
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State Manager WA/SA
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Dennis Cargill

Dennis Cargill has over 30 years experience in the Financial Services industry where he has focused on building strong relationships in order to deliver great outcomes. He has spent time working at MLC, ING and BT focusing closely on leading sales teams who partner with Advisers and Licensee businesses. He is most proud of the talent he has nurtured and developed within his Teams to ensure they share his passion in delighting their clients.

Phone - 0484 121 231
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State Manager NSW/ACT
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Shannon Brown

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.

Phone - 0414 720 033
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State Manager QLD
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Peter Panigiris

Peter has over 10 years experience in the financial advice landscape. Peter started his career as a paraplanner for a boutique advice firm, before moving to EY where he assisted wealth management and financial advice businesses in order to realise operational efficiencies and provide an exceptional experience to their clients. Most recently, Peter has held key roles in selling software solutions to advisers, which span across the entire advice value chain.

Phone - 0432 647 627
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Head of Client Success
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Ahn Rutty

Ahn has over 20 years experience in the finance and Advice industry, spending time as a paraplanner before then transitioning into software. From training to account and relationship management to senior customer success roles, Ahn has worked closely with every piece of the financial advice chain from individual practices, to licensee teams including many of Australia’s leading institutions. Ahn's depth of experience, knowledge and passion for client experience makes her an extremely valuable addition to the WealthO2 team and your business alike.

Product
Head of Product - Platforms
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Hong Nguyen

Hong has over 15 years of experience within Financial Services. Hong has held various roles across portfolio administration, product development, design & strategy. Hong has worked for several leading Financial services companies and technology providers where he has played a key role in developing advanced portfolio management technology solutions. He holds a Bachelor of Applied Finance & Economics (Hons) and a Post Graduate Diploma in Applied Finance & Investment.

Head of Product - Software Services
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Terri Ho

With over twenty years in the financial services industry, Terri’s experience spans across a number of operational and management roles as well as practical experience as a senior financial adviser. Having worked within organisations such as Asgard Wealth Solutions, St George Bank, BT Financial Group and Macquarie Bank, she understands the importance of optimising productivity and client experience. Her areas of expertise include Technical Support, Paraplanning (including outsourcing overseas), Advice Documentation, and Practice Development. Terri’s practitioner experience as an adviser allows her to understand what’s important to an adviser running their own business.

Head of Product - Archer
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Cameron O'Sullivan

Cameron was a highly decorated financial planner with Financial Wisdom for a decade, winning best Young Adviser and the first multi-winner of their Value of Advice awards. Cameron was a founder and product owner for financial planning systems for over a decade (including Provisio and COIN), specialising in Advice Optimisation and AI algorithms. He built the first online robo-advice platform to offer contributions, TTR and retirement advice with AustralianSuper over a decade ago.

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