Midwinter appoints new Head of Distribution


Sydney-based financial planning technology provider Midwinter has appointed a new Head of Distribution – Helen Thom, in addition to beginning the recruitment process of several new positions within the company’s sales and support team.

Helen Thom, who was initially hired as a Senior Business Development Manager back in April 2015, has been appointed internally to lead the Distribution team as it continues to expand in 2016. This follows the resignation of Peter Burns at the end of 2015.

Managing Director of Midwinter, Julian Plummer has expressed his excitement for the new appointment, saying “Helen has extensive expertise in the financial planning industry, with 15 years of experience under her belt and considerable management ability. We are so excited to have her passionate enthusiasm leading the charge for what is shaping up to be a big year for us already.”

“It is definitely a new chapter for the team and as the company as a whole, and we are confident of Helen’s ability to take us to the next level.”

As part of the expansion, Midwinter has also elected Evan Polos as Head of Support and Robert Koorey as Business Development Manager (both internal promotions) – and several new hires within the customer service and support division currently underway.

Speaking of the team expansion Mr Plummer has said “2015 was a period of rapid growth for us and a massive year for FinTech in general. With many new clients coming on board and with Midwinter’s Digital Advice Solution due for release a couple months from now, it was evident we needed to accommodate for the demand to ensure that Midwinter continues its good reputation of quality customer service, training and support.”

“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. By expanding the distribution team, we are guaranteeing that we continue to adequately meet the needs of all our clients – both large and small.”

Plummer continued, speaking about the current interest and growth in the FinTech space “There is so much happening in planning software at the moment – APIs expanding the breadth of planning application, the onset of digital, virtual and remote advice, straight through processing (STP) to registry systems and increasingly complex SMSF requirements – there is a need to have a team which speaks the language of advisers and is also conversant with the latest technology trends.”

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