Australian based financial advice technology provider Midwinter Financial Services appoints new CEO

Australian based financial advice technology provider Midwinter Financial Services appoints new CEO

Australian based financial advice technology provider Midwinter Financial Services has today announced the appointment of Jeffrey Hall as Chief Executive Officer off the back of consistent growth.

Midwinter has continued to expand rapidly over the past several years, particularly within the enterprise market. As a consequence of this, Midwinter has been actively searching for additional executive presence to complement its existing management team. 

He joins Midwinter after spending almost 7 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.

Jeffrey Hall is pleased to be joining the independent company, saying “I’m happy to be back in the industry with such a well-known organisation – I believe Midwinter is currently the number two provider of financial planning technology in Australia and I’m looking 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. 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.” 

Co-founder and Executive Director of Midwinter, Julian Plummer also welcomes the appointment, saying “We are delighted to finally get Jeff across and working on the coal face alongside us. 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.”

“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.”

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