Midwinter grows sales, marketing and customer service teams

Midwinter Financial Services Andrew Whelan Jeff Hall

24 February 2020
| By Chris Dastoor |
image
image
expand image

Cloud-based financial advice software business, Midwinter Financial Services, has made three new appointments to lead its sales, marketing and customer services teams.

Andrew Whelan was appointed head of distribution to lead the sales and marketing team; Christine Murr was the new client services lead, leading the customer support team; and Deborah Dalziel was the new marketing manager.

Whelan had 20 years’ experience in the financial services market and was previously director of the adviser services for Milliman.

Murr joined Midwinter last month from StatePlus where she was a financial planner was most recently, experience which would support her role in building a network with Midwinter’s retail and corporate clients.

Dalziel also joined last month and would lead the transformation of the Midwinter brand to support the future direction of the business.

Jeff Hall, Midwinter chief operating officer, said: “With the recent industry changes and our acquisition by Bravura last year, this is an exciting time of growth for the Midwinter business.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 3 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 6 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 5 days ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

2 weeks 3 days ago

TOP PERFORMING FUNDS