Middletons Securities has recruited two key authorised representatives to help drive expansion activity across the South Australian market.
Andrew Winter and David Mead have both joined the business, which Middletons Securities spokesperson Nick Loxton said will help build on the company’s strong reputation and help in expanding its client base.
“Middletons Securities is entering an exciting phase of its development and the significant industry experience and credibility that both bring will perfectly complement our talented team,” Mr Loxton said.
“Both offer a strong understanding of the strategic challenges and opportunities facing our industry and will be of great benefit to Middletons Securities.”
Mr Winter is joining from a position at Prescott Securities and has 30 years' experience in financial services.
Previously he held a role at the State Bank of South Australia (BankSA) and has also been a strategic planner with Pembroke Financial Planners and its transition to Ord Minnett.
Mr Mead has more than 25 years’ experience within financial services including previous employment with ASIC.
The appointments follow Middletons Securities’ recent accreditation as a professional practice by the FPA.
“Middletons Securities is committed to setting the highest of standards across the industry, and attracting market-leading staff to provide clients with the best advice and develop strategies designed to secure their financial security,” Mr Loxton said.
“Andrew and David join a team that has a strong reputation for providing clients with quality portfolio management and investment advice to ensure strong cash flows for retirees and solid asset accumulation for people who are still working.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 24 Sep 2018Accountants continue battle for advice spaceBy Adrian Flores
- 24 Sep 2018Netwealth recruits former BT managerBy Reporter
- 20 Sep 2018Independent advice will prosper but must be paid for: LovedayBy James Mitchell
- 21 Sep 2018Former ASFA policy advisor to boost FPA ranksBy Reporter
- 21 Sep 2018Aligned advisers in search of freedomBy Adrian Flores
- 20 Sep 2018Banned Perth adviser did not engage in dishonest conductBy James Mitchell
- view all