Erin Thompson - Email & Phone Number

Adviser Solutions Manager at Wealtho2

Erin Thompson is based out of Greater Melbourne Area and works at Wealtho2 as Adviser Solutions Manager.

Erin Thompson's Contact Information

Latest update

October 10, 2025

Location

Greater Melbourne Area

Erin Thompson's Work History

Adviser Solutions Manager

DASH Technology Group

Feb 2024 - Present

Team Lead - Customer Success and Engagement

Morningstar

Jan 2023 - Feb 2024

Senior Customer Engagement Manager

Morningstar

Jul 2022 - Feb 2023

Senior Customer Success Manager

Morningstar

Mar 2020 - Aug 2022

Technology Implementation Manager - XPlan

BT Financial Group

Jun 2014 - Mar 2020

Erin Thompson's Education

Kaplan Professional

Adv Dip. DFP

Swinburne College Pty Ltd

Dip Business (Accounting)

Westbourne Grammar School

Vce

Erin Thompson's Skills

Management

Microsoft Office

Business Analysis

Microsoft Excel

Project Management

Change Management

Erin's current employer

Wealtho2

Description

WealthO2 is a comprehensive and integrated suite of wealth management software solutions for advisers lowering the costs, adding efficien...

Website

wealtho2.com.au

HQ Location

North Sydney, NSW, Australia

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Wealtho2

Frequent questions about Erin Thompson

What company is Erin Thompson working for?

Erin Thompson works for Wealtho2.

What is Erin Thompson's function at Wealtho2?

Erin Thompson is Adviser Solutions Manager at Wealtho2.

Where is Erin Thompson based?

Erin Thompson is based out of Greater Melbourne Area.

Who are Erin Thompson's co-workers?

Erin Thompson's colleagues are Andrew Whelan, Ted Tsao, Jemmy Pola, Tim Rogers, Sarah Cagnacci, Colin Bernasconi, Ahn Rutty, Shannon Bernasconi, Terri Ho, Gillian Gilmore, Kevin Liao, Rudi Engelbrecht, Hong Nguyen, Justin Ahrens, Daniel Nashokin, Simon Bishop, Nicholas Johnson, Adam Friedman, Vishal Doijode, Rick Su, Kay Hurst, Sotheany Vuth, Jeffrey Lin, Deepti Manocha, Nick Nie, Julio Rodriguez, Michelle Russo, Matthew Done, Andrew Limaru.

Erin's co-workers

Andrew Whelan

Chief Executive Officer

Ted Tsao

CTO

Jemmy Pola

Head Of Investment Operations

Director, Company Secretary & Responsible Manager

Ahn Rutty

Head of Client Success

Shannon Bernasconi

Managing Director

Terri Ho

Head of Product - Adviser Solutions

Gillian Gilmore

Head Of Client Services

Kevin Liao

Executive Director of Innovation

Rudi Engelbrecht

Executive Director - Technology

Hong Nguyen

Head of Product - Platform

Justin Ahrens

Head Of Risk Management

Daniel Nashokin

Senior Software Engineer

Simon Bishop

Senior Sales Executive

Nicholas Johnson

Investment Operations Associate

Adam Friedman

Senior Software Engineer

Vishal Doijode

Senior Software Engineer at DASH Technology Group

Rick Su

Solution Architect

Kay Hurst

GM Superannuation | Program Delivery Manager

Chief Financial Officer

Nick Nie

Investment Operations Manager

Julio Rodriguez

Product Support Engineer

Michelle Russo

Chief Operating Officer

Matthew Done

Chief Technology Officer

Andrew Limaru

Analyst Programmer

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