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Terri Ho · Greater Sydney Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Terri Ho is listed as Chief Risk Officer at DASH Private (formerly Integrated Portfolio Solutions).
Experience
Chief Risk Officer (CRO)Current
DASH · Sydney, New South Wales, Australia
Nov 2025 – Present
Director & General Manager
ROAR Software · 456 Kent St Sydney
Jul 2015 – May 2022
ROAR Software (previously YTML Group) - meeting your Advice, Compliance and business efficiency needs through technology.
Education
- FPA — Certified Financial Planner · 2009
- UNSW — Master of Commerce - Banking & Finance · 1996 – 1998
Skills
Business RiskRelationship ManagementBusiness AnalysisInvestment StrategiesBusiness Process ImprovementFinancial AdvisoryInvestmentsWealth ManagementProject DeliveryChange ManagementManagementFinancial ServicesRetirementBusiness StrategyWealthFinanceBusiness TransformationCustomer ServiceFinancial AnalysisBankingFinancial MarketsPublic RelationsPortfolio ManagementEquitiesBusiness PlanningPensionsStakeholder ManagementRetirement PlanningFinancial RiskRisk ManagementCommercial BankingInsuranceStrategic Financial PlanningAsset ManagementPrivate BankingAsset AllocationInvestment ManagementSuperannuationEstate PlanningBusiness Relationship Management