Meet the Team
Senior Relationship Manager
As Midwinter’s account management team lead, Kimberley and her team support our clients, helping them achieve success with Midwinter’s software.
Kimberley enjoys the intersection between technology and advice and has been helping businesses make best use of their advice technology for over ten years. Prior to that, Kimberley spent ten years working in financial services organisations and directly within financial planning practices. She has worked with varying businesses to shape and implement best practice process, tools, templates and technology and has expertise across project delivery, change and training.
Kimberley holds a Bachelor of Business majoring in Accounting and Finance and an Advanced Diploma of Financial Planning.