Why Choose DASH?

The delivery of financial advice plays a pivotal role in ensuring the scalability and accessibility of this crucial service for all Australians. DASH leverages innovative technology to address this challenge comprehensively.
Our approach encompasses individual advice firms, AFSLs, stockbrokers, and institutional companies, setting us apart as the first advice technology company to tackle these issues through the entire advice process.
What sets DASH apart is our commitment to progress. We have a robust development pipeline, supported by steadfast institutional investors who provide stability and reinforce our long-term vision. You can trust that you are partnering with a company that is continuously pushing boundaries to revolutionise the financial advice landscape.
Our experienced management team has a proven track record in founding and delivering industry leading solutions including Coin Software, HUB24, Provisio and YTML.

Explore the comprehensive services offered by DASH

At DASH, we provide an extensive range of services that cater to your unique needs and propel your practice toward success. You can explore our offerings:

Practice consulting

Identify and address the pain points within your practice with our expert guidance.

Practice consulting

Identify and address the pain points within your practice with our expert guidance. Our seasoned consultants specialise in analysing your operations and pinpointing the areas causing the most strain. We work closely with you to develop tailored solutions that align with your specific needs, ensuring a logical starting point for your transformation journey.

Practice transition services

Transitioning to a more efficient advice delivery system can be a daunting task.

Practice transition services

Transitioning to a more efficient advice delivery system can be a daunting task. However, with our dedicated team by your side, the process becomes seamless and hassle-free. We shoulder the burden of making the necessary adjustments, allowing you to focus on what you do best. Trust us to handle the heavy lifting as we guide you through the transition and ensure a smooth implementation of improved systems.

Bespoke consulting

Institutions seeking to implement a digital advice delivery system catered to their members and direct customers can rely on our expertise.

Bespoke consulting

Institutions seeking to implement a digital advice delivery system catered to their members and direct customers can rely on our expertise. Our experienced team excels in designing and facilitating the creation of architecturally sound advice solutions tailored to your unique requirements. With our bespoke consulting services, you can ensure a seamless integration of digital advice into your existing framework, revolutionizing the way you serve your clients.

Ongoing support

Regardless of the shape and form of your DASH solution, we are committed to providing unwavering support to ensure it continually works for you.

Ongoing support

Regardless of the shape and form of your DASH solution, we are committed to providing unwavering support to ensure it continually works for you. Our dedicated support team is always at your disposal, ready to assist with any questions, concerns, or technical issues that may arise. Rest assured that we are here to ensure the optimal functioning and performance of your DASH solution, allowing you to focus on delivering exceptional advice to your clients.

Meet the Team

Board and Executive team

Geoff Lloyd

Chairman of the Board

Geoff Lloyd has over 20 years’ experience in the financial services industry, with an extensive understanding of the sector and demonstrated leadership skills. He is a founding member of the not-for-profit group, Virgin Unite - B Team and held the role of Chief Executive Officer at MLC from 2018 to 2020.

He joined ASX-listed financial services group Perpetual in August 2010 as Group Executive of Private Wealth and was appointed Managing Director and Chief Executive Officer in February 2012, a role he held until June 2018.

Before commencing at Perpetual he served as General Manager, Advice and Private Banking at BT Financial Group (BTFG) following the merger with St George’s Wealth Management business. Prior to the merger, Geoff led St George’s wealth management portfolio and was a member of the St George Bank Group Executive reporting to the CEO. He held many senior positions at BTFG, including Chief Legal Counsel and Head of the Customer and Business Services Division.

Geoff was chairman of the Financial Services Council from 2016 to 2020.

Darren Pettiona

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Director of Strategy

Darren has over 30 years’ experience in the financial services industry and has been at the forefront of financial services technology. Darren was the founder and CEO of Advent Software Australia Pty Ltd (SS&C Technologies, USA), Coin Software Pty Ltd acquired by Macquarie Bank in 2006 and HUB24 Ltd(ASX:HUB).He has also held non-executive directorships in various financial service and government entities including Charles Schwab Australia, Investorfirst Ltd, Allied Funds Management, van Eyk Research and TOTE Tasmania.

Phone - 1300 726 008

Kate Eriksson

Non-Executive Director

Kate Eriksson has over 25 years’ experience in the financial services and technology sectors, with an extensive understanding of growth, strategy, client experience and regulation. She is a Venture Partner at Co:Act Capital, Startup Founder, and has executive experience across Venture Capital, Banking, Payment and Wealth Management.

Kate has held leadership roles in Australia, Sweden and Silicon Valley, with expertise in digitisation, mortgage broking, financial advice, venture funds, mobile banking, international payments, customer experience and open banking and privacy.

She's lead successful and awarded initiatives for companies including Sealcorp Holdings (Asgard), Ericsson, Telstra, Twitter, Skype, Google, AT&T, NAB, and ANZ, including directing a Silicon Valley innovation Centre.

Sarah Brennan

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Andrew Whelan

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Chief Executive Officer

With over 20 years’ experience in the financial planning industry Andrew’s expertise spans across advice technology, processes and documentation.

Prior to DASH he was head of distribution with Midwinter and has held senior positions with Milliman and Morningstar. Andrew joined WealthO2 in January 2021.

Phone - 0410 391 072

Kevin Liao

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Chief Innovation Officer

Passionate about pioneering new software solutions, Kevin is a qualified Lean Six Sigma consultant with over ten years of experience in IT and financial services. Having worked for the likes of Coin software and Suncorp, Kevin co-founded technology companies Saropa, and ROAR Software. Kevin strongly believes software should be designed to meet business needs and enhance processes – essentially, it should be tailored not forced to fit. Inspired by a desire to improve such integration.

Phone - 0410 401 889

Rudi Engelbrecht

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Executive Director

Rudi has over 28 years’ experience within financial services and technology. He developed multiple wealth management platforms and trading solutions for various investment banks in the USA and South Africa. Rudi co-founded two successful SaaS fintechs, Lautus Solutions in South Africa and Paradigm Global Solutions in Australia, both providing SaaS solutions to Wealth Management Platforms.

Phone - 0455 500 369

Ted Tsao

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Chief Technology Officer

Having spent over a decade working in IT, Ted has developed a wealth of knowledge and skills – specifically, the design and build of software. Never content to settle for standard solutions, Ted has devoted a large part of his career to creating best-in-class software for the financial services industry. Having previously worked as a DBA and Software Architect, Ted co-founded YTML in 2010. With Ted’s in-depth understanding of both the practicalities of software and the needs of advisers, Ted has played a vital role in ROAR Software since inception.

Phone - 1300 726 008

Michelle Russo

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Chief Operations Officer

Michelle has over 25 years experience in financial services across operations, business transformation, and vendor management. Prior to DASH she was Head of Wealth Customer Resolution at ANZ as the executive responsible for the advice aligned customer remediation programs.

With a background in superannuation and investment administration Michelle has previously held roles at StatePlus, Goldman Sachs, and BT Financial Group.

Deepti Manocha

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Chief Financial Officer

Deepti is a progressive and innovative senior finance leader with a results-oriented, strategic approach to driving growth and profitability. She has nearly 20 years of experience across a range of financial roles working in financial services, governance, and superannuation.

Prior to joining Dash Technology Group, she was the General Manager of Finance and Data Oversight at Equity Trustees, where she was responsible for the financial governance of 15 superannuation entities with $40 billion in assets under management, providing leadership, direction, and management of the finance and data functions. Deepti has held additional positions within EQT, including Head of Finance of the Superannuation Trustee Office.

Distribution Team

Tim Rogers

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Head of Distribution

As a seasoned financial services professional with 30 years’ experience, Tim has a broad and passionate understanding of the advice process and what it takes to deliver successful outcomes for clients.

Tim has worked in both independent advisory firms and institutional financial services companies such as Wealth by Design, 360 Private, and BT. This experience gives him a deep understanding of the advice process and the workflows required to have successful client outcomes.

Seeing financial advisers and their clients have high quality and engaging experiences is what Tim is passionate about.

Shannon Brown

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State Manager NSW/ACT

Having started his journey in the financial advice industry as a client services administrator, Shannon understands much of what goes on in the ‘back office’ of advice practices involving traditional platform processes and other incorporated advice technology.

With career experience in several leading advice tech firms, he understands that delivering technology offering is about listening to market participants in order to create the best solution for advisers and their clients.

Shannon has an enthusiasm for technology and the potential it brings to create newfound efficiencies, including being able to add needed scale to advice firms, creating the opportunity for advisers to spend more time with their clients in the most meaningful ways.

Phone - 0415 720 033

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Peter Panigiris

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State Manager QLD

Peter has over 10 years experience in the financial advice landscape. Peter started his career as a paraplanner for a boutique advice firm, before moving to EY where he assisted wealth management and financial advice businesses in order to realise operational efficiencies and provide an exceptional experience to their clients. Most recently, Peter has held key roles assisting advisers with financial planning software solutions, which span across the entire advice value chain.

Phone - 0432 647 627

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Simon Bishop

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State Manager VIC/TAS

Simon has held key sales and distributions roles in the industry for over 25 years. His experience covers both the software and platform solutions thanks to his time at Coin Software and Hub24 ensuring a deep understanding of what’s important to both advisers and their clients. Simon also worked at salesforce.com, Advent Software and was an Associate Director at Macquarie Bank.

Phone - 0412 279 029

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Mark Selth

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State Manager WA

Mark is a highly respected financial services professional with 25 years’ experience. His career spans a broad spectrum of the industry including roles supporting advice, technology, platform, and insurance solutions. Mark has also previously been named the Lonsec / Money Management Magazine - Business Development Manager of the Year.

With a passion for helping Australians make informed decisions on their financial future, Mark enjoys working closely with advisers to ensure client needs are efficiently matched to appropriate solutions. He is driven to help businesses meet the needs of their customers.

Phone - 0402 417 946

Catherine Moore

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Key Accounts Manager

Catherine (Cat) has over 20 years’ experience in financial services, having worked in institutional banking for companies such as RBS, Macquarie, and ABN Amro in operational and compliance roles. Cat joined DASH at its beginning over 7 years ago and onboarded the very first adviser and practice onto the platform. Since then she has built many strong relationships with advisers and their staff and is a key asset to both DASH and advisers.

Client Success team

Ahn Rutty

Head of Client Success

Ahn has over 20 years experience in the finance and Advice industry, spending time as a paraplanner before then transitioning into software. From training to account and relationship management to senior customer success roles, Ahn has worked closely with every piece of the financial advice chain from individual practices, to licensee teams including many of Australia’s leading institutions. Ahn's depth of experience, knowledge and passion for client experience makes her an extremely valuable addition to the DASH team and your business alike.

Phone - 1300 726 008

Nathan Day

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Client Success Manager

Nathan is passionate about supporting advisers through the evolving technology and platform landscape to enable them to successfully embed the change in their business.

He has held support and frontline roles across Count Financial, Commonwealth Private Advice, and Colonial First State with a focus on providing tangible solutions and driving the change process to ensure advisers are fully supported.

Phone - 1300 726 008

Jonathan Li

Client Success Manager

Jonathan's passion for finance stems from finding solutions and scalable technology within the ever-changing financial landscape. As the industry is at the crux of revolutionary technology, which is being structured for financial advisers, it is allowing AFSLs to seamlessly integrate change into their businesses and create efficiencies.

Jonathan has held a combination of front, middle, and back-office roles and understands the challenges faced by advisers, and how technology can be the bridge to simplification and efficiencies.

Phone - 1300 726 008

Product Team

Hong Nguyen

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Head of Product - Platforms

Hong has over 15 years of experience within Financial Services. Hong has held various roles across portfolio administration, product development, design & strategy. Hong has worked for several leading Financial services companies and technology providers where he has played a key role in developing advanced portfolio management technology solutions.

Phone - 1300 726 008

Terri Ho

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Head of Product - Adviser Solutions

With over 20 years in the financial services industry, Terri’s experience spans across a number of operational and management roles as well as practical experience as a senior financial adviser. Having worked within organisations such as Asgard Wealth Solutions, St George Bank, BT Financial Group and Macquarie Bank, she understands the importance of optimising productivity and client experience. Her areas of expertise include Technical Support, Paraplanning (including outsourcing overseas), Advice Documentation, and Practice Development. Terri’s practitioner experience as an adviser allows her to understand what’s important to an adviser running their own business.

Phone - 1300 726 008

Cameron O'Sullivan

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Head of Product - Digital Engagement

Cameron was a highly decorated financial planner with Financial Wisdom for a decade, winning best Young Adviser and the first multi-winner of their Value of Advice awards. Cameron was a founder and product owner for financial planning systems for over a decade (including Provisio and COIN), specialising in Advice Optimisation and AI algorithms. He built the first online robo-advice platform to offer contributions, TTR and retirement advice with AustralianSuper over a decade ago.

Phone - 1300 726 008

Hear from your peers

"With DASH we’re able to move very quickly and ensure every portfolio is optimised across a large client base. It’s orderly, process-driven and was made easy to implement through professional support."

Keith Bensley, Future Assist

"DASH enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system."

Steve Woodford, Frontier Financial Group

"DASH's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."

Nigel Baker, Arch Capital

"Thanks to the DASH team for creating such great products. They were able to swiftly use our API for life insurance product comparisons and create a useful web application in no time - these are software developers you can count on."

Trishanth Chandrahasan - CSO

“I found DASH after trying many different software solutions, which all were trying to be ‘the one’ solution. DASH has been great as I can connect the software I need and build the advice software which works for me. The support has been excellent and the fact that I can import my Astute Wheel data straight into DASH to then use in the SOA and ROA has saved me significant amounts of time per client, as no more re-keying data! The SOA and ROA are also the most client friendly documents I have found and the feedback from clients has been excellent. I highly recommend DASH.”

Stuart Roe, Roe Financial

Find out how to introduce winning efficiencies into your practice

Select the relevant state on the map to book a chat or demo with one of our experts today.

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Write to us

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General Enquiries

Phone - 1300 726 008

Software support - [email protected]

Platform support - [email protected]

Sales Enquiries

Phone - 1300 726 008

Email - [email protected]