Financial advice technology provider Midwinter Financial Services has appointed a new chief executive amid continued expansion.
Jeffrey Hall joins Midwinter after spending almost seven years at Ernst & Young as a director within the wealth and asset management division, as well as spearheading the professional services division at COIN in the early 2000s.
Mr Hall’s appointment is in response to Midwinter’s rapid expansion over the past several years, particularly within the enterprise market.
In response to this, it had been actively searching for additional executive presence to complement its existing management team.
Mr Hall said he’s happy to be back in the industry with such a well-known organisation as the number two provider of financial planning technology in Australia, and looks forward to helping them strengthen that position.
“With the government’s lens focusing on the increasing obligations of financial services providers, the wealth management industry is only going to get more regulated and I believe technology will have a crucial role to play here,” Mr Hall said.
“I’m excited to be bringing my technical knowledge from my time working at Accenture, COIN, Macquarie, and Ernst & Young to Midwinter – who I believe to be a real game changer in this space.”
Midwinter co-founder and executive director Julian Plummer welcomed Mr Hall’s appointment.
“With Jeff joining the team, it allows all three founding directors to drill even deeper into the future requirements of the modern financial advice provider and bring these learnings into realisation through our innovation software solutions,” Mr Hall said.
“What this means for me in particular, is freeing up my time to focus on the future model of our company and how it continues to shift and evolve with the future model of advice.
“Part of this includes strategic partnerships and acquisitions, which we believe are integral to our vision of being one of the most innovative providers of financial planning technology in Australia.”
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
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