Geoff Lloyd to chair platform

Geoff Lloyd
Wealth02 - Chair
Date: 11 May 2022
Position: Chair
By Elizabeth Fry

Former CEO of MLC and Perpetual, Geoff Lloyd, will chair DASH Technology Group while Andrew Whelan has been named chief executive.

Whelan has been acting chief executive since August 2021 when Shannon Bernasconi left the company, then called WealthO2.

During this time, he navigated the platform through its merger with Roar and NEO and subsequent rebrand.

Whelan said he is excited to lead "the most innovative technology offering for advisers and the broader wealth industry".

He also added that the industry has "needed this" for some time.

The new DASH chief said Lloyd has unparalleled experience in accelerating sustainable growth of businesses and delivering innovation through several industry firsts.

"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".

Commenting on the new role, Lloyd said he is a true believer in the need to use technology and data to drive innovation across the advice and platform space.

In a LinkedIn post, Lloyd explained that in the last 12 months, he has devoted his time to helping fintechs and insurtechs at either the start-up or scale-up stages.

"Leaders who are truly open to rethinking their business model and engaging with partners can deliver beautiful digital design and service outcomes to clients at scale and with speed," he posted.