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Showing 1 - 10 of 30 results for "Julian Plummer"

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... acquisition was completed on May 10 this year. After finalising the deal, Midwinter has announced new leadership roles. Julian Plummer will become managing director of InvestmentLink. Salvador Saiz will maintain key relationships with platforms and data ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... working at Accenture, COIN, Macquarie, and Ernst & Young to Midwinter." Midwinter co-founder and executive director Julian Plummer said Hall's skills had been targeted for some time by the technology provider, particularly after a working association ...

Financial services data breaches recorded

HARRISON WORLEY  |  FRIDAY, 13 APR 2018
... found 28% of respondents had full confidence in the cyber security hygiene of their staff. Kamino managing director Julian Plummer found that the concerns of business owners around cyber incidents were genuine, but not reflected in the preparedness for ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
... aware of mandatory data breach notification laws which came into effect in February 2018. Kamino managing director Julian Plummer said the results were highly concerning. The survey also found 45% within the industry had experienced at least one cyber ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... world class CRM that speaks to our own state of the art modelling tools with ease," Midwinter managing director Julian Plummer said. "Our partnership with Midwinter is really exciting because it automates the advice process even further. It delivers ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... how to build your own media brand and in another room, experts discuss how to integrate fees into risk advice. Julian Plummer from Midwinter does a live hack, scaring the bejeesus out of the delegates in the room who are green to cybersecurity trends. ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... leading teams from his time at CBA and the Reserve Bank of Australia, according to Midwinter managing director Julian Plummer. Kamino will provide vulnerability assessments, penetration testing and ongoing monitoring of accounting for advice practices ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... calculators to generate the same scaled and comprehensive advice produced by AdviceOS. Midwinter managing director Julian Plummer said the calculators have been developed with various 'calls to action'. "These 'calls to action' give the client a clear ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... partnerships namely, SuiteBox, Rice Warner, Xero, Revex, Class, InvestmentLink, and CashDeck. Midwinter managing director Julian Plummer said he is excited about the efficiencies the integration will deliver to users of both OmniLife and AdviceOS. Plummer ...

REST launches online financial advice

ALEX BURKE  |  MONDAY, 19 DEC 2016
... they'd like to invest their money and grow their retirement savings with confidence." Midwinter managing director Julian Plummer said the new service was important because of the growing proportion of REST's member-base who aren't as amenable to initial ...
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