Midwinter bolsters adviser support capability

appointments Software financial adviser financial planning amp financial planning

18 November 2008
| By Liam Egan |

Midwinter Financial Services has bolstered its financial adviser support capability, appointing two technical analysts and an information systems manager.

Reda Daher and Justin Labruna have been appointed as technical analysts, and Pratik Patel as information systems manager.

Strategy and technical services general manager Matthew Esler said the appointments “continue Midwinter’s philosophy of providing advisers with practical advice solutions serviced by technical experts”.

Daher was formerly an associate adviser and paraplanner at Omniwealth. He has five years experience in paraplanning and financial planning.

Labruna was formerly with AMP Financial Planning firm EWL & Associates Financial Services. He has five years experience in financial planning.

Patel was formerly a business analyst with Centrepoint Asset Management and COIN Financial Planning Software.

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...

1 day 3 hours ago

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

5 days 9 hours ago

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

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days 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 ...

4 days 7 hours ago

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

3 days 10 hours ago