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.

Related News:

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."

Related Content

FASEA releases final code arrangements

The Financial Adviser Standards and Ethics Authority (FASEA) has released the legislative instrument and explanatory statement covering the Code of Et...Read more

AAT reduces advisers’ bans by 8.5 years

Two former Macquarie financial advisers have seen their banning periods imposed by the Australian Securities and Investments Commission (ASIC) reduced...Read more

Planners want pre-RC BOLR valuations

The AMP Financial Planning Association (AMPFPA) is being pressured by members to obtain a definitive answer from AMP Limited about how it will treat b...Read more


Add new comment