Midwinter appoints new head of distribution
Helen Thom has been announced as the head of the distribution team at Midwinter, as the financial planning software provider expands its sales and support team.
Thom joined Midwinter in April last year as a senior business development manager, having previously worked in financial planning and business development roles at AXA, AMP, and Decimal.
The announcement comes as Midwinter looks to launch its digital advice solution in the coming months.
Commenting, Midwinter's managing director, Julian Plummer, said "2015 was a period of rapid growth for us and a massive year for fintech in general".
"There is a need to have a team which speaks the language of advisers and is also conversant with the latest technology trends."
Thom's internal promotion follows the resignation of Peter Burns at the end of 2015.
The company also promoted Evan Polos to head of support and Robert Koorey to business development manager, and is currently overseeing several new hires within the customer service and support division.
"From our client's point of view we are seen as highly accessible, so we definitely don't want that to change just because our customer base is growing," Plummer said.
"By expanding the distribution team, we are guaranteeing that we continue to adequately meet the needs of all our clients — both large and small."
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
