Their appointments follow the recent addition of Ciaran McAssey, formerly Head of Sales – Asia (ex-Japan), Australia and New Zealand at BlueBay Asset Management, and forms part of a broader investment in national distribution coverage, adviser engagement, and client outcomes.

Craig Brooke, KeyInvest CEO said, “Jason, Jarrad, and Ciaran each bring depth, credibility and a clear understanding of what advisers are seeking and need.”

“As more Australians seek alternatives to traditional investment structures, we’re ensuring our partners have the support and expertise to meet that demand with confidence.”

Jason Goodacre, based in Sydney brings more than 35 years’ experience across roles with BT Financial, Thomson Reuters, IRESS, and MidWinter. He will focus on strengthening KeyInvest’s presence along the East Coast.

Jarrad Gray, based in Adelaide joins with over 25 years’ experience in financial services, having held positions in large institutions such as ANZ & CBA’s Wealth Management business. Alongside this, Jarrad understands Investment Bonds, having spent time at Australian Unity, and maintains a strong adviser network.

With the introduction of Division 296 tax reforms targeting large superannuation balances, advisers and clients are rethinking how they grow and preserve wealth over the long-term. Investment bonds are attracting renewed attention for their tax-paid structure, estate planning benefits, and accessibility across generations.

At the same time, wholesale investors are increasingly seeking alternatives to listed markets – driving greater interest in the evolving private credit sector.

Brooke added, “We’re seeing stronger demand from advisers and family offices in investment solutions that prioritise flexibility, capital preservation, and income certainty. It’s a shift that’s reshaping how wealth is managed across Australia.”

The expansion of KeyInvest’s distribution team aligns with the firms broader transformation efforts, including the rollout of a new adviser portal, enhancements to client servicing, and a continued focus on delivering results through disciplined investment management.

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Catherine Lavender and Jason Goodacre have joined Midwinter as Senior Business Development Managers. The appointments reinforce Midwinter’s keen focus on supporting Independent Financial Advisers with established and trusted advice technology.

Catherine, based in Melbourne, has more than 24 years of experience in financial services, most recently serving as Head of Distribution at Centrepoint Alliance. Her proven track record at ClearView Wealth and Colonial First State equips her with deep expertise in adviser-centric distribution strategies and product value alignment.

Jason, based in Sydney, brings over three decades of experience in enterprise software sales and financial market solutions having worked for Praemium, Iress, BT Financial Group and Thomson Financial. With a background spanning business development, client engagement, and strategic management, he will play a key role in accelerating Midwinter’s go-to-market initiatives and driving growth.

Joining them is Leica Urrutia as Senior Manager, Service and Operations. With 23 years in client success and operations across banking, insurance, and technology, Leica is focused on scaling service delivery, further enhancing client experience and supporting ongoing and sustainable growth of the business across IFA and Enterprise markets.

In addition to new hires, Midwinter has promoted key talent from Bravura to bolster product leadership and client delivery. Michelle Lusty, who has worked extensively across various Bravura product development roles for nearly two decades is now heading up Midwinter’s Advice Product team, bringing a wealth of proven industry experience and vision.  Roshan Ranasinghe has expanded her remit as Head of Client Delivery across both Midwinter and superannuation products for enterprise program delivery, including digital advice.

“These appointments mark an important milestone in Midwinter’s growth journey,” said Paul Dunn, Chief Executive for APAC at Bravura Solutions.

“As we double down on innovation and regional expansion, bringing in and elevating top-tier talent ensures we’re not only meeting market demand, but leading the way in advice technology.”

Midwinter’s talent strategy is directly aligned to its broader growth agenda, with an emphasis on expanding distribution, accelerating product development, and delivering an exceptional client experience across its expanding footprint within Australian’s financial services sector.

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