Financial advice technology provider Midwinter Financial Services has made a number of appointments to give support to digital transformation projects.
Ivon Gower has been selected for the newly formed role of senior product manager and Peter Panigiris is joining the company as a business development manager.
In addition to these senior appointments, Midwinter has also promoted head of digital advice and implementation Esther Moseley to head of professional services, with the firm saying she will build out the team with increasing client demand.
Midwinter has also expanded its support and testing divisions, with Cassandra Dunning (client support officer) and Oliver Race (systems integrations testing) joining the team.
“It’s great to have someone of Ivon’s calibre join our growing team,” Jeff Hall, chief executive of Midwinter, said.
“Midwinter is set to undertake several major integrations for enterprise clients in areas such as straight-through processing (STP), the implementation of advice through registry systems and integrating with third-party CRMs.
“With Ivon on board this will enable us to increase the number of integrations we complete simultaneously.”
Mr Gower has worked in financial services for more than 20 years, having held positions at ANZ, COIN, Macquarie, AMP and most recently CCUBE, where he was responsible for its product direction.
Mr Gower commented, “The industry is undergoing significant change and I feel that Midwinter is uniquely placed to support advisers and licensees to navigate this and I’m excited about the opportunity to contribute to these efforts.”
Mr Panigiris said he had experience using Midwinter’s advice operating system on some of his projects while working at EY and called it a “game changer”.
“In light of the royal commission, and the changing nature of the financial advice industry, brilliantly simple advice technology will play a crucial role in allowing advisers and providers to meet these regulatory obligations; and Midwinter have the potential to be front-runners in this space,” Mr Panigiris said.
“I’m excited to be a part of that.”
On Mr Panigiris’ appointment, Mr Hall noted, “Peter will help to ensure that as Midwinter continues to expand, we also continue to listen, understand, and incorporate the needs of clients into the software, in order to remain at the forefront of financial advice innovation.”
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].
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