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
A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.
