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Showing 1 - 10 of 21 results for "Steve Davis"

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
Midwinter's financial advice software has been chosen to underpin AIA's recently established advice business. The Sydney-based financial advice software company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
Midwinter has appointed a new head of advice sales this month, who spent nearly a decade at Challenger. Stacey Cowan finished up as the state manager for New South Wales and the Australian Capital Territory at Challenger in December to join Bravura's ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
Bravura Solutions' advice technology division hired a chief technology officer from Integrity Life. Fraser Hamilton joined Midwinter as chief technology officer, taking over from Andrew McClelland who is stepping back to focus on the group's strategic ...

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
Midwinter Financial Services has appointed a new head of product, nabbing a former leader within AMP's advice business. Andrew Zietara has joined Midwinter as head of product. Zietara joins Midwinter from capital market technology solution provider ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bravura Solutions' advice technology division has hired a new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. Davis served nine years at Australian ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... where he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. He replaced Steve Davis who departed Australian Unity in March.

Fintech expands with eight new appointments

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
... distributors and resellers. New appointees in client-facing roles include: Victoria Cougan (Dedicated Customer Support team) Steve Davis (Enterprise Sales Executive - Melbourne) Robbie Koorey (Enterprise Sales Manager - Sydney)
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