DASH Technology Group (formerly WealthO2), has announced the appointment of Geoff Lloyd as new chairman of the board.
Set to start in September 2022, Mr Lloyd has over 25 years of financial services experience, having previously worked as CEO at MLC Australia and Perpetual, as well as general manager for advice and private banking at BT Financial Group.
“I am a true believer in the need to use technology and data to drive innovation across the advice and platform space, and I am excited to join DASH as their new chairman of the board,” Mr Lloyd said.
DASH has also announced that Andrew Whelan will move into the permanent role of CEO.
Mr Whelan said the advice software and platform solutions provider is thrilled to welcome Mr Lloyd.
“The fact that someone of Geoff’s calibre is joining DASH is a real vote to what we are trying to achieve with our strategy of being a true wealth management solutions partner,” Mr Whelan said.
“The board sees Geoff as the ideal person to lead DASH through its next phase of growth. He brings an extensive knowledge of platforms, corporate structuring and advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC. He is also highly respected by dealer groups and financial planners and led many advice businesses.”
Mr Whelan recently joined the ifa Show podcast to discuss the company’s recent rebrand from WealthO2, its recent merger with Roar Software and what that means for its role in the advice industry.
Listen to the full podcast with Mr Whelan here.
Geoff’s appointment speaks volumes about what Dash is all about.