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.

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.

Kate Eriksson has over 25 years’ experience in the financial services and technology sectors, with an extensive understanding of growth, strategy, client experience and regulation. She is a Venture Partner at Co:Act Capital, Startup Founder, and has executive experience across Venture Capital, Banking, Payment and Wealth Management.

Kate has held leadership roles in Australia, Sweden and Silicon Valley, with expertise in digitisation, mortgage broking, financial advice, venture funds, mobile banking, international payments, customer experience and open banking and privacy.

She's lead successful and awarded initiatives for companies including Sealcorp Holdings (Asgard), Ericsson, Telstra, Twitter, Skype, Google, AT&T, NAB, and ANZ, including directing a Silicon Valley innovation Centre.

David has been a growth stage investor in technology-based businesses since 1999 and was an IPO investor in Xero. He is Chair of Bailador Technology Investments [ASX:BTI], an ASX-listed investment fund targeting expansion stage technology companies.

David is Chair of Bailador investee company Rosterfy, and a Director of Bailador investee company RC TopCo, made up of brands Rezdy, Checkfront and Regiondo.

David is Chair of KMD Brands [ASX:KMD, NZ:KMD], made up of brands Kathmandu, Rip Curl and Oboz, and Chair of Forsyth Barr, a privately-owned New Zealand investment firm. He recently retired as Chair of Sydney Festival.

David is the former CEO of Fairfax Media, where he led the successful investment into several internet businesses including Fairfax’s acquisitions of Trade Me and Stayz.

Prior to joining the corporate world, David enjoyed a highly successful rugby career. He captained the All Blacks to win the World Cup in 1987 and was awarded an MBE in 1988. He was also a policy advisor to the New Zealand Prime Minister.

David is a Rhodes Scholar with degrees in Medicine from Otago University, and Philosophy, Politics and Economics from Oxford University.

James is Partner at Bailador Technology Investments, an ASX-listed investment fund targeting expansion stage technology companies.

He is Director of Bailador investee companies Access Telehealth and Straker [ASX:STR], and a Board Observer for Bailador investee companies Mosh and Rosterfy. He managed Bailador’s investments and successful exits in InstantScripts, DocsCorp, Lendi and Viostream.

James has extensive experience in venture capital, strategy consulting and corporate development. He previously worked as a strategy consultant across the Virgin Group and was the founding Commercial Director of Mozo, an online financial comparison marketplace.

James has a Bachelor of Accounting from UTS, qualified as a Chartered Accountant, and is a Graduate of the AICD.

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

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

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.

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.

With over two decades in technology leadership, Jim brings extensive experience in delivering and maintaining complex software products to DASH. Known for his strong leadership and innovative approaches, Jim has successfully managed geographically distributed teams in high growth organisations in the accounting and legal industries, whilst also developing an excellence in secure software development practices. At the core of Jim's beliefs is to surpass customer expectations by developing a customer-centric product development organisation. Jim's strategic vision and commitment to continuous improvement will strengthen DASH's complete advice platform, ensuring top-tier solutions and enhanced efficiency.

Michelle has over 25 years experience in financial services across operations, business transformation, and vendor management. Prior to DASH she was Head of Wealth Customer Resolution at ANZ as the executive responsible for the advice aligned customer remediation programs.

With a background in superannuation and investment administration Michelle has previously held roles at StatePlus, Goldman Sachs, and BT Financial Group.

With over 20 years of C-suite experience spanning platform innovation, fintech, asset management and financial planning, Mark is a seasoned leader at the intersection of wealth management and technology. From the founding CEO of Australia’s first ‘online-only’ wrap platform to serving as the COO/CCO of advice groups and private wealth solutions and now as the Chief Commercial Officer at DASH —he has played a pivotal role in reshaping digital wealth solutions.

With deep industry expertise and a proven track record of driving meaningful change, Mark is uniquely positioned to help wealth management businesses leverage technology to navigate and lead our industry's inexorable transformation.

Darryl served as the Managing Director and Co-Founder of Integrated, playing a pivotal role in launching the business from the ground up in 2010. During his tenure, he managed all daily operations, compliance, and governance responsibilities. Additionally, Darryl led the execution of Integrated’s technology development strategy, ensuring the company remained a leader in cutting-edge innovation within the industry.

After DASH acquired Integrated, Darryl transitioned to overseeing platform product development, driving DASH’s position as a leader in platform technology and ensuring its capabilities remain future-ready.

With a wealth of experience in operations, project management, and IT, Darryl has held various leadership roles across platforms, custody, margin lending, and financial planning operations. Darryl served as Operations Manager and Responsible Manager for Macquarie’s WRAP platform.