Insights

WealthO2 announces leadership change for next growth phase

BACK TO INSIGHTS

MEDIA RELEASE: 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”.

Get in touch

Speak with us now to find out how we can help you

Send a message
+-