Steve Davison

Midwinter Financial Services Pty Ltd (Midwinter) and Count Financial Limited (Count) have announced a partnership that enables Count’s adviser network to leverage Midwinter’s leading financial advice software.

The partnership provides greater flexibility and competitive IT ownership costs for Count practices through a choice of software provider as well as tailored settings and advice templates.

Following a 4-month pilot program during which some of the licensee’s flagship practices trialled Midwinter’s software with overwhelmingly positive feedback, Count selected Midwinter due to its strong client engagement tools and market-leading modelling capabilities.

As a growing licensee, Count is committed to supporting innovation that will make providing high quality, compliant advice easy for its network.

Reg Gabila, Head of Licensee Systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution to its advisers.

“As a licensee, we are committed to providing our advisers with access to the leading providers in the advice software space. We are delighted to be partnering with Midwinter and giving our community more options in how they deliver quality financial advice to clients.”

Steve Davison, Chief Commercial Officer at Midwinter is delighted to have Count as their newest partner. “We are thrilled that Count has selected Midwinter to provide advice software choice for their network. As a trusted partner, Midwinter is committed to working with Count to support the technology needs of their business as well as the needs of Count advisers.”

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Steve Davison

Midwinter Financial Services Pty Ltd (Midwinter) has announced that AIA Australia has selected its advice software for their Financial Wellbeing business.

AIA Financial Wellbeing is a new advice business offering affordable, reliable, and straightforward solutions for life and health insurance, superannuation, and wealth advice.

Midwinter’s financial advice software will underpin all aspects of advice generation, enable efficiencies, and support compliance at AIA Financial Wellbeing.

AIA selected Midwinter because it offered comprehensive advice software that required minimal customisation to meet their requirements. AIA Financial Wellbeing were operational on the software following an implementation of just over four months.

CEO of AIA Financial Wellbeing, Pina Sciarrone, said “Midwinter has been easy to work with and their comprehensive and configurable software has helped us quickly stand-up our new advice business. We’re excited about the partnership and Midwinter’s ability to support our goal of enhancing the financial wellbeing of Australians.”

Chief Commercial Officer of Midwinter, Steve Davison, said “We’re proud to have been selected as the financial advice software partner for AIA Financial Wellbeing. This is a testament to the completeness of our advice software and vision, and our team’s ability to implement the software quickly and effectively.”

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Hamilton joins Midwinter from start-up life insurer Integrity Life where, as Head of Development, he was focused on creating a technology ecosystem that would make life insurance more accessible. Prior to this, Hamilton held solution architecture roles in AMP and Westfarmers Insurance.

“Technology, when designed and implemented right, can be an important differentiator for an advice business,” Hamilton said.

“I am excited to join the Midwinter team to build on the great work they have already done and help take our advice solutions to the next level. Technology advances way quicker than the financial services industry can; my role will be to look for opportunities to harness new technologies in a way that helps advisers better engage their clients and reduces their cost to serve, helping them achieve the outcomes they want in their business.”

Steve Davison, Chief Commercial Officer at Midwinter is pleased to have Hamilton on the team.

“Fraser brings a wealth of technology knowledge and experience to Midwinter,” said Davison.

“This extensive experience, combined with his innovative thinking, will help Midwinter stay at the forefront of advice technology, so we can help our customers harness the power of technology in their business.”

This appointment will allow one of Midwinter’s original Founders, Andrew McClelland, to step back from day to day activities and free up his time to focus on strategic initiatives.

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Zietara joins Midwinter from capital market technology solution provider GBST, where he was focused on enterprise technology strategy and delivery. Prior to this, Zietara held positions in AMP in both a licensee management and an advice practice coaching capacity. In these roles he helped hundreds of advice practices evolve their business model and value proposition.

“I am passionate about the difference technology can make in financial advice,” Zietara said.

“There is a big opportunity for advice businesses to improve efficiency through technology, particularly for advice production and compliance. I also believe many Australians could benefit from advice if it was more accessible. I am excited to join a company that is building technology that will unlock these opportunities.”

Steve Davison, Chief Commercial Officer at Midwinter welcomes the appointment.

“We are delighted Andrew has joined Midwinter as our new Head of Product,” said Davison.

“In this role, Andrew will lead the product strategy and proposition for Midwinter. His background in financial advice consulting, licensee management and financial services technology implementation make him a great fit to provide both forward-thinking innovation and delivery discipline for Midwinter’s advice software.”

Zietara’s appointment as Midwinter’s Head of Product is effective from Monday 11 October 2021.

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Steve Davison

Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry.

Advisers using Midwinter’s AdviceOS and Moneysoft’s Fact Find solution can now seamlessly push and pull data between the two systems.

The integration allows advisers to select which system they would like as the source of truth for each piece of data, and which data to sync between the systems. This provides a highly granular level of control through a simple integration that eliminates double handling of data.

Steve Davison, Chief Commercial Officer at Midwinter, is pleased to have Moneysoft onboard as Midwinter’s newest integration partner.

“We are committed to providing our clients with choice and flexibility and our growing number of native integration partners is one of the ways Midwinter is achieving that goal. This integration allows advisers who use Moneysoft’s Fact Find solution to seamlessly integrate their data with AdviceOS to make use of its sophisticated financial modelling, product comparison and client engagement features.”

Jon Shaw, Chief Executive Office at Moneysoft, also welcomed the integration with AdviceOS.

“Midwinter’s AdviceOS is the latest addition to the Moneysoft integration library and the Midwinter team have been outstanding with technical support and product collaboration throughout. We are proud to add the integrated fact find capability to our solution stack, which will benefit IFA’s, dealer groups and funds looking to automate and digitise the advice process. This integration is specifically designed to improve completion rates, significantly increase the efficiency of advice delivery, and reward clients and members by compressing the interest-to-execution timeframe. The Moneysoft team is looking forward to work with Midwinter on a number of upcoming deployments”.

The Moneysoft integration is available now, on request, to all AdviceOS customers.

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Davison joins Midwinter from Better Trade Off, a Singapore based Fintech developing digital financial planning services. His previous experience includes senior roles across AMP and AXA’s Wealth Management, Transformation and Advice divisions.

“We are delighted to welcome Steve as the Chief Commercial Officer for Midwinter,” Bravura CEO Tony Klim said.

“In this new role, Steve is tasked to build on the combined Midwinter and Bravura offering, support the needs of existing and new clients and pursue opportunities to expand the Midwinter business in Australia and internationally.

“An accomplished senior executive with diverse experience in digital platforms, SaaS, fintech, financial advice, sales and corporate strategy, we are confident Steve’s appointment will strengthen our existing capabilities and experience in the financial advice market.”

This appointment follows the departure of Jeff Hall from his position as Midwinter’s Chief Operating Officer in April.

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