Middletons appoints new ARs
Middletons Securities has sought to underpin a further stage in its growth by announcing the appointment of two new authorised representatives.
The company announced that Andrew Winter and David Mead had been appointed as authorised representatives within its local team to drive its expansion activity across the South Australian market.
Commenting on the appointments, Middletons Securities spokesperson, Nick Loxton said that Winter and Mead would play a pivotal role in building on the strong reputation of the professional services firm and expanding its client base across South Australia.
“Middletons Securities is entering an exciting phase of its development and the significant industry experience and credibility that both bring will perfectly complement our talented team,” Loxton said.
Winter started his career in the financial services industry in 1984 when he joined the State Bank of South Australia (now BankSA), and spent more than a decade working in various branch and Head Office roles. He then joined Pembroke Financial Planners in 1994 as a Strategic Planner and remained with the business through its transition to Ord Minnett, before becoming a financial adviser in 1998.
He has most recently been the Certified Financial Planner with Prescott Securities.
Mead has over 25 years’ experience within the Securities and Financial Services industry from his previous employment with ASIC and its predecessors. He has held a number of senior roles and has a solid track-record in building and strengthening relationships with clients in many different and challenging circumstances.
The announcement of the appointments follows the professional services firm being accredited as Professional Practice by the Financial Planning Association.
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
