Happy university student, female, looking at her laptop.

Midwinter’s industry leading software will support students as they prepare for a career in financial advice.

Sydney, 8 March 2023 – Midwinter Financial Services Pty Ltd (Midwinter) has today announced a partnership with CQUniversity Australia to provide financial planning software to its students undertaking financial planning units.

As part of the agreement, CQUniversity’s financial planning students will be able to access Midwinter’s financial advice software, as well as training to support the students using the technology.

The digital advice software will be available to students studying a Bachelor of Business, a Bachelor of Accounting, and a Bachelor of Property Studies, as well as other non-business courses with financial planning units.

Stacey Cowan, Head of Sales at Midwinter says, “With adviser numbers continuing to fall across the industry, Midwinter is excited to support the development of future qualified financial advisers by providing access to advice technology during their education.”

“Midwinter’s modules not only allow students to practice and learn new financial planning skills, but also to familiarise themselves with real-life technology as they prepare to enter the workforce and become financial advice professionals.”

Dr. Angelique N. McInnes, Lecturer, College of Business and Law at CQUniversity, says “CQUniversity is thrilled about the opportunity this partnership offers to our students. The financial services industry is changing fast – and it is now more critical than ever for current and future professionals to understand how technology can help stay compliant and more efficient,” Dr. McInnes commented.

Midwinter’s financial advice modules will be available to all CQUniversity students undertaking financial planning units from Term 1 2023 onwards.  

For more information on Midwinter’s financial planning software or to request a demo, please visit https://www.midwinter.com.au/service/financial-advice-software.

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Media Contact

For media enquiries please contact:

Deborah Dalziel
Marketing Manager, Midwinter Financial Services
[email protected]

Isis Symes
Communications Coordinator, CQUniversity
[email protected]

About Midwinter Financial Services Pty Ltd

Midwinter Financial Services is an innovative financial advice software company based in Sydney, Australia. Founded in 2006, Midwinter was acquired in August 2019 by Bravura Solutions, a leading provider of software solutions for the wealth management, life insurance, and funds administration industries.

Midwinter’s cloud-based SaaS solutions improve efficiency, scalability, compliance and client engagement for hundreds of Australia’s leading advice practices, dealer groups, wealth management and superannuation firms.

Our solutions meet the evolving needs of the advice industry, its consumers and the professionals who provide financial advice.

To learn more, visit www.midwinter.com.au.

About CQUniversity

Originally founded in Rockhampton in 1967, CQUniversity is regarded as one of Australia’s most inclusive universities and is a pioneer in the delivery of distance and online education.

As a benchmark leader for how universities should engage and collaborate with communities and industry, CQUniversity has a strong vision to strengthen the regions and communities it serves and after more than half a century working with stakeholders in regional Australia, the University is now a renowned research institution.

It is also recognised by Social Traders as Australia’s only certified social enterprise university.

Find out more by visiting www.cqu.edu.au

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