Stacey Cowan

Midwinter Financial Services (Midwinter) has announced it has partnered with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers.

Midwinter has launched the Paraplanning Partners Program following a successful pilot phase. This program connects Midwinter’s clients with a network of highly skilled paraplanning professionals trained in the Midwinter software, enabling seamless collaboration and efficient delivery of paraplanning and administrative services.

 A key feature of the program is the unique paraplanning license, providing a secure and streamlined way for paraplanners to access specified client records through the Midwinter financial advice software. This facilitates the seamless delivery of external paraplanning and administrative services, with advice businesses able to tap into this expertise and additional resource pool when required.

Stacey Cowan, Head of Advice, Midwinter says, “Following a successful pilot, Midwinter is thrilled to be partnering with leading paraplanning providers to create a holistic offer to advisers, ensuring they can operate efficiently and effectively in delivering expert advice to their clients. With the support of our trusted paraplanners, advice businesses can confidently embrace Midwinter and focus on what matters most – their clients.”

Alex Gassner, General Manager, Scale Up Paraplanning says, “We are excited to be one of the inaugural members of Midwinter’s Paraplanning Partners Program. This represents a pivotal opportunity for Scale Up Paraplanning to enhance our partnership, deepen industry ties, and strengthen the quality of our service offering. By focusing on our strengths and collaborating to maximise the provision of quality advice, we’re able to better serve our clients and help them reach their goal of scaling advice operations. As we continue to progress on this journey, we are confident that this partnership will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector.”

Esha Khosla, Director, TNW Solutions says, “We are very excited to be a part of the Midwinter’s paraplanning program. Together with Midwinter, we are aspiring to challenge the status quo and add value in the financial planning space. We have a common objective to increase our footprint in the financial services industry and are looking forward to this partnership which will make way for opportunities to service more customers by providing feasible, cost-effective and efficient solutions for advisers and their practices.”

Damien Winberg, Director, Rocket Services says, “We are thrilled to be working with Midwinter as a preferred support partner. Rocket Services has long supported Midwinter’s intuitive software, which coupled with their commitment to ongoing training and customer satisfaction, has been instrumental in our success. This collaboration allows us to bring our expertise in Paraplanning and Admin to a broader audience, offering financial planning practices a seamless back office solution and Advisers more time to focus on delivering outstanding advice to their clients.”

TNW Solutions is an independent Australian-owned and operated business, providing efficient and high-quality paraplanning services nationwide. Scale Up Paraplanning is an Australian-based back-office service provider that delivers outsourced paraplanning, admin/research and practice consulting services. Rocket Services creates, sources and connects expertise offshore to deliver seamless support to clients.

 The Paraplanning Partners Program marks another milestone in Midwinter’s commitment to delivering innovative solutions that support the financial planning industry. 

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Stacey Cowan

Midwinter Financial Services Pty Ltd (Midwinter) has announced CQUniversity Australia’s financial planning students have successfully completed Term 1, 2023 using the software, as Midwinter continues to support the development of qualified financial advisers.

In March 2023, Midwinter announced a partnership with CQUniversity to provide financial planning software to its students undertaking financial planning units. With this partnership, Midwinter is supporting CQUniversity with access to the technology students will use once they enter the workforce, setting them up for success in their profession.

Following a successful first term, CQUniversity is now developing the financial planning units around the Midwinter software further, with a view to making the modules mandatory from 2024.

Stacey Cowan, Head of Sales at Midwinter says, “The Midwinter team has been really impressed with how readily CQU students engaged with the Midwinter financial advice software. With the industry on the cusp of significant change following the Quality of Advice review, knowledge of advice technology is critical. With this partnership, students can practice and learn new financial planning skills, and familiarise themselves with real-life technology as they prepare to enter the workforce and become financial advice professionals.”

Dr. Angelique N. McInnes, Lecturer, College of Business and Law at CQUniversity says, “Students were highly engaged with the Midwinter software. They were able to familiarise themselves with the software quickly, and use the Cashflow Modelling, Super Modelling, Portfolio modelling and product comparison modelling tools effectively.”

Lachlan Melville, Bachelor of Accounting student at CQUniversity says, “This software gave us a really good insight into the type of software used by financial planners. We received good guidance from Midwinter around the use of the software throughout the term, giving us important hands-on experience as we look for job opportunities. Use of the technology also allows us to add another skillset to improve our resume.”

As part of the agreement, CQUniversity’s financial planning students have access to Midwinter’s financial advice software, as well as training to support the students using the technology.

The advice software is available to students studying a Bachelor of Business, a Bachelor of Accounting, and a Bachelor of Property Studies, as well as other non-business courses with financial planning units.

The post CQUniversity financial planning students get hands on experience with Midwinter Software appeared first on AdviserVoice.

Stacey Cowan

Midwinter Financial Services Pty Ltd (Midwinter) has announced a partnership with CQUniversity Australia to provide financial planning software to its students undertaking financial planning units.

As part of the agreement, CQUniversity’s financial planning students will be able to access Midwinter’s financial advice software, as well as training to support the students using the technology.

The digital advice software will be available to students studying a Bachelor of Business, a Bachelor of Accounting, and a Bachelor of Property Studies, as well as other non-business courses with financial planning units.

Stacey Cowan, Head of Sales at Midwinter says, “With adviser numbers continuing to fall across the industry, Midwinter is excited to support the development of future qualified financial advisers by providing access to advice technology during their education.”

“Midwinter’s modules not only allow students to practice and learn new financial planning skills, but also to familiarise themselves with real-life technology as they prepare to enter the workforce and become financial advice professionals.”

Dr. Angelique N. McInnes, Lecturer, College of Business and Law at CQUniversity, says “CQUniversity is thrilled about the opportunity this partnership offers to our students. The financial services industry is changing fast – and it is now more critical than ever for current and future professionals to understand how technology can help stay compliant and more efficient,” Dr. McInnes commented.

Midwinter’s financial advice modules will be available to all CQUniversity students undertaking financial planning units from Term 1 2023 onwards.

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