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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 3 weeks 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....

1 week 6 days ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 5 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 4 days ago