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.

With over 20 years of C-suite experience spanning platform innovation, fintech, asset management and financial planning, Mark is a seasoned leader at the intersection of wealth management and technology. From the founding CEO of Australia’s first ‘online-only’ wrap platform to serving as the COO/CCO of advice groups and private wealth solutions and now as the Chief Commercial Officer at DASH —he has played a pivotal role in reshaping digital wealth solutions.

With deep industry expertise and a proven track record of driving meaningful change, Mark is uniquely positioned to help wealth management businesses leverage technology to navigate and lead our industry's inexorable transformation.

Adrian Bell is an accomplished finance executive with over 24 years of experience in Australia’s financial services sector, spanning fintech, wealth management, private banking, and financial advice. He joined DASH Technology Group in December 2024, bringing a strong track record in leading high-performing teams, transforming finance functions, and driving strategic growth in complex, regulated environments.

Prior to joining DASH, Adrian held senior finance leadership roles at major institutions including ANZ Wealth, Colonial First State, BT Financial Group and Insignia Financial. At ANZ, he led Finance functions for the ANZ Advice, Private Wealth and Insurance and platform distribution businesses. He also oversaw the transformation and transition of financial systems, processes, and data to acquirers of ANZ’s Wealth businesses.

Adrian is known for his collaborative leadership style, deep sector expertise, and ability to build highly engaged, delivery-focused teams.

Darryl served as the Managing Director and Co-Founder of Integrated, playing a pivotal role in launching the business from the ground up in 2010. During his tenure, he managed all daily operations, compliance, and governance responsibilities. Additionally, Darryl led the execution of Integrated’s technology development strategy, ensuring the company remained a leader in cutting-edge innovation within the industry.

After DASH acquired Integrated, Darryl transitioned to overseeing platform product development, driving DASH’s position as a leader in platform technology and ensuring its capabilities remain future-ready.

With a wealth of experience in operations, project management, and IT, Darryl has held various leadership roles across platforms, custody, margin lending, and financial planning operations. Darryl served as Operations Manager and Responsible Manager for Macquarie’s WRAP platform.

With over two decades in technology leadership, Jim brings extensive experience in delivering and maintaining complex software products to DASH. Known for his strong leadership and innovative approaches, Jim has successfully managed geographically distributed teams in high growth organisations in the accounting and legal industries, whilst also developing an excellence in secure software development practices. At the core of Jim's beliefs is to surpass customer expectations by developing a customer-centric product development organisation. Jim's strategic vision and commitment to continuous improvement will strengthen DASH's complete advice platform, ensuring top-tier solutions and enhanced efficiency.

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.

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.

With over 20 years of financial services experience, Michelle brings broad experience covering operations, reconciliations, and project management. Having held roles at leading organisations including BT, Zurich, and TAL, she has developed a deep understanding of the industry’s operational landscape.

Known for her detail-oriented and solutions-focused approach, Michelle has a strong track record of delivering efficient, customer-focused outcomes. With a passion for well-designed processes and smooth execution, she plays a key role in ensuring reliable and effective day-to-day operations.

Sarah began her career in financial services in 2006 and has since worked with a range of brands and businesses within financial planning, investment research, and asset management.

Sarah has experience bringing to market a variety of products and campaigns, having worked for boutique firms through to larger institutions such as BT, CBA, and Fidelity.

Sarah enjoys working with brands that have a unique edge as well as those that provide a genuine solution to a critical problem.

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.

Jane Hickey is currently serving as Head of Customer Success at DASH. With a strong track record in supporting long-term client relationships, she drives initiatives to enhance customer satisfaction and drive retention.

Her career is marked by her ability to lead cross-functional teams, develop strategic customer engagement programs, and deliver impactful results.

Jane holds a degree from the Dublin Institute of Technology.

With over a decade of experience in the financial services industry, Vivi currently leads the Adviser Services team at DASH. She brings a wealth of knowledge and expertise in superannuation, platform investments, and operations from Macquarie Bank and BT Financial Group. Her deep understanding of financial products and regulatory environments, combined with hands-on experience in managing end-to-end operational processes, makes her a key asset to the team.

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.

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.