Kevin Liao

Kevin Liao Email and Phone Number

Chief Innovation Officer @ DASH Technology Group
Sydney, NSW, AU
Kevin Liao's Location
Greater Sydney Area, Australia, Australia
Kevin Liao's Contact Details
About Kevin Liao

DASH is the first advice technology company to focus on solving problems across the end-to-end advice process.- Streamline your practice while maintaining focus on your client’s experience- Pick and choose from Dash modules and integrated, best of breed partners to build your own software package- Cashflow modelling optimisation which slashes time to generate SoAs, demonstrates the value of advice and engages your client- Show and track how clients will reach their goals- Never re-key client data by utilising a platform that is fully integrated into your advice software package- Manage and adjust your client’s portfolios at scale by a specialist, next generation managed account platform

Kevin Liao's Current Company Details
DASH Technology Group

Dash Technology Group

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Chief Innovation Officer
Sydney, NSW, AU
Kevin Liao Work Experience Details
  • Dash Technology Group
    Chief Innovation Officer
    Dash Technology Group
    Sydney, Nsw, Au
  • Dash Technology Group
    Executive Director Of Innovation
    Dash Technology Group Sep 2023 - Present
    North Sydney, Nsw, Au
  • Dash Technology Group
    Executive Director Of Product
    Dash Technology Group Mar 2022 - Sep 2023
    North Sydney, Nsw, Au
    The first advice technology solutions company to focus on solving problems across the end-to-end adviser experience.Dash Technology Group offers highly flexible and easy to implement solutions built for a post-Covid world enabling financial advisers to create their own experience so they can achieve their goals faster. Our best of breed solutions solve critical issues not just for financial advisers but for the broader wealth industry.
  • Saropa Pty Ltd
    Non Executive Director
    Saropa Pty Ltd Nov 2008 - Present
    Sydney, New South Wales, Au
    The concept of Saropa is to provide secure, professional disaster recovery services to the retail and SME market. Our services are sponsored by financial services firms.
  • Roar Software
    Co-Founder, Ceo
    Roar Software Mar 2010 - Mar 2022
    Roar Software is a simplified and centralised technology platform for financial service businesses. The platform features an Advice Marketplace where advisers have the flexibility to select from best-of-breed, independent technology solution which are deeply integrated. With core functionalities including CRM, file notes and document generation, it offers a subscription based fee model providing financial service businesses of all sizes with a flexible technology solution.ROAR Software was merged with WealthO2 and Neo to form Dash Technology Group in March 2022
  • Umbo
    Advisory Board Member
    Umbo Dec 2018 - Feb 2022
    Sydney , Au
    Children in rural areas have limited access to allied health professionals, such as speech pathology, occupational therapy, physiotherapy, psychology, inhibiting their inclusion in society.Meanwhile, allied health professionals in cities struggle to find flexible working arrangements, leading to underemployment.What if there was a way to connect the two? Now, there is: Umbo.Umbo is a social enterprise, an online platform that connects allied health professionals to children who are least able to access these services.We enable children with disabilities to receive vital therapy regardless of where they live, while simultaneously getting therapists, often young mothers, back into the workforce.Umbo do it through an integrated solution which offers video calling, record keeping and goal setting, the ability to transfer files and share therapy resources, and track progress.
  • Adviser Intelligence
    Co-Founder, Director
    Adviser Intelligence 2013 - Dec 2015
    Sydney, Nsw, Au
  • Suncorp
    Senior Coin Analyst
    Suncorp Nov 2009 - Apr 2010
    Brisbane, Brisbane, Au
    My duties as Senior COIN Analyst in Suncorp include:。 Develop strategies and create tools to improve business process efficiency。 Manage and facilitate project implementation。 Create Integration tools of Coin Office with internal systems。 Develop and maintain automation templates using Coin Office
  • Coin Software
    Professional Services Consultant
    Coin Software Feb 2006 - Oct 2008
    Sydney, Nsw, Au
    My duties as Professional Services Consultant in Coin include:。 Relationship Manager for major Australian financial institutions。 Manage Coin Office release projects for major financial institutions。 Manage Client requests, itemize, prioritise and delegate tasks.。 Develop and design internal tools to improve development of automated templates that includes automated regression testing.。 Develop and design automated templates using Coin Office。 Develop and design Integration tools of Coin Office with third party systems.。 Develop and design core features in Coin Office
  • Individual
    Freelancer
    Individual 2004 - 2006
    Various freelance works.
  • Core Games
    Operations & Hr Manager
    Core Games Feb 2004 - Dec 2005
    My duties as Operations & HR Manager in Core Games include:。 Ensure services to all clients are always at high quality。 Design and implement business operation processes。 Coordinate marketing and promotion activities。 Staff recruitment and payroll。 Resource planning and management。 Design and coordinate staff development program

Kevin Liao Skills

Lean Six Sigma Business Analysis Business Process Management Stakeholder Management Strategy Financial Services Integration Business Strategy Business Process Improvement Project Management Project Delivery Sdlc Consulting Crm Risk Management Agile Project Management Change Management Vendor Management Requirements Analysis Software Project Management It Strategy Training Governance Project Portfolio Management Project Planning Business Transformation Testing Business Intelligence Management Consulting Erp Customer Relationship Management

Kevin Liao Education Details

  • Agsm @ Unsw Business School
    Agsm @ Unsw Business School
    Lean Six Sigma (Black Belt)
  • Agsm @ Unsw Business School
    Agsm @ Unsw Business School
    Certificate - Lean Six Sigma (Green Belt)
  • Unsw
    Unsw
    Computer Engineering
  • Unsw
    Unsw
    Biomedical/Medical Engineering
  • Newington College
    Newington College
  • Unsw
    Unsw
    Biomedical Engineering

Frequently Asked Questions about Kevin Liao

What company does Kevin Liao work for?

Kevin Liao works for Dash Technology Group

What is Kevin Liao's role at the current company?

Kevin Liao's current role is Chief Innovation Officer.

What is Kevin Liao's email address?

Kevin Liao's email address is ke****@****opa.com

What is Kevin Liao's direct phone number?

Kevin Liao's direct phone number is +614104*****

What schools did Kevin Liao attend?

Kevin Liao attended Agsm @ Unsw Business School, Agsm @ Unsw Business School, Unsw, Unsw, Newington College, Unsw.

What skills is Kevin Liao known for?

Kevin Liao has skills like Lean Six Sigma, Business Analysis, Business Process, Management, Stakeholder Management, Strategy, Financial Services, Integration, Business Strategy, Business Process Improvement, Project Management, Project Delivery.

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