Midwinter appoints scaled advice head

Executive Move


Financial planning software company Midwinter has appointed Halie Samson to head up its scaled advice division. Halie previously held the role of project manager - advice delivery at Fortnum Financial Group. A statement from Midwinter said that Samson's hire - as well as two other key hires announced - has come off the back of growth within the Sydney based firm, whose latest cloud based advice solution - AdviceOS has begun to experience "significant traction" in the institutional market.


April 2015

Head of Scaled Advice

Midwinter Financial Services

News reports on this move

Financial Observer
Investor Daily