Our Executive Team
Midwinter is led by a highly experienced leadership team with a track record of integrity and success in the financial planning software industry – our software consistently tops industry satisfaction awards. Our executive team is made up of our three founding directors, our head of distribution, and senior staff members from various divisions within our company – all who have extensive experience in the Fintech space.
Julian PlummerManaging Director
The primary focus of Julian's role is to develop, implement and drive the growth of Midwinter's financial planning software across Australia. This includes showcasing our value proposition to licensees, practices, trustees and planners, and working with them to accelerate the growth of their businesses.
Julian has held a number of management positions within the financial advice industry including Head of Quantitative Research for CBA and Financial Wisdom, and has worked with some of largest multi-manager and superannuation funds in Australia while an asset consultant at Intech Financial Services.
Julian has a Bachelor of Economics (Hons.) and has completed the Chartered Financial Analyst course.Email: firstname.lastname@example.org
Phone: 0403115676 Connect with Julian on Linkedin Follow @julian_plummer
Andrew McClellandExecutive Director - Financial Planning
Andrew heads up the financial planning technology area of Midwinter. He is responsible for ensuring a smooth financial advice process through effective utilisation of Midwinter’s software. Andrew is responsible for adviser training & development, as well as maintaining our programming base and code development. Andrew draws on his financial planning and technology skills base to enable Midwinter client’s to easily implement complex financial planning and strategies.
Andrew has over ten years experience in the Australian Financial Services industry, including roles as a financial planner and a technology analyst at CBA/Financial Wisdom. In his capacity as Financial Planning Manager WA/SA at AXA, Andrew worked closely with planners to implement practical technology solutions.
Andrew has a Bachelor of Economics, Diploma of Financial Planning and Certificates in Financial Analysis (UTS).