wealth O2

March 4, 2020

Strong business growth prompts new WealthO2 appointments

MEDIA RELEASE. WealthO2 has appointed Greg Schapkaitz to the newly created role of national business development manager. Mr Schapkaitz will be based in Sydney and will report to […]
January 30, 2020

Funds management industry needs cheaper options

MEDIA RELEASE:The funds management industry has failed investors for too long with limited transparency and no alignment of interests, according to Bellmont Securities director, Peter Bell. […]
January 15, 2020

Investors’ the winners of tech disruption race

Australian investors are the beneficiaries of technology-led disruption within the financial services sector as operational complexities are being continually reduced, according to Shannon Bernasconi, managing director of WealthO2.  […]
December 1, 2019

Naked pricing set to reorder financial planning profile

MEDIA RELEASE: The culling of grandfather commissions and FASEA Code #3 and the advent of new technology-led platform solutions for advisers will likely enable a shift […]