WealthO2 appoints distribution chief

Andrew Whelan
ANDREW WHELAN
Dash - Chief Distribution Officer
DEPARTURE
Midwinter Financial Services Pty Ltd
MIDWINTER FINANCIAL SERVICES PTY LTD
Date: January 2021
Position: Head of Distribution
APPOINTMENT
DASH
Date: January 2021
Position: Chief Distribution Officer

Andrew Whelan has joined WealthO2 as chief distribution officer, a new role in the organisation. He will report to CEO Shannon Bernasconi.

Whelan was most recently the head of sales for Midwinter. He's also held senior roles with Milliman and Morningstar.

"Andrew has more than 20 years' experience in the financial services market and his experience with Milliman, Morningstar, and other financial technology providers makes him a good fit for the WealthO2 team," said Bernasconi. "Andrew's core focus throughout his career has been on developing new business opportunities as well as assisting advisers to deliver exceptional client outcomes.

Whelan commenced in his role on 27 January.