Midwinter bolsters adviser support capability
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.
Recommended for you
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
