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January 8, 2017

FinTech Innovation: Julian Plummer, Managing Director – Midwinter

by Jake Moeller.

Recorded on: January 09, 2017

FinTech “disruption” and innovation is a structural theme permeating and changing many aspects of the financial services sector. In this podcast, Julian Plummer, Managing Director and co-founder of FinTech company Midwinter discusses what this innovation means, how it is shaking up traditional companies and affecting business models.

Julian also examines the impact of mobile technology, the role of robo-advice, looks at the latest FinTech trends emanating from Silicon Valley and how these might affect its ongoing evolution.

Jake Moeller, Head of Lipper UK & Ireland Research at Refinitiv, interviewed Julian Plummer in Sydney, Australia on January 9, 2017

About Julian Plummer

As Managing Director of Midwinter, 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 the Midwinter value proposition to licensees, practices, trustees and planners, and working with them to accelerate the growth of their businesses.

Midwinter Managing Director, Julian Plummer. Picture courtesy Midwinter.

Midwinter Managing Director, Julian Plummer. Picture courtesy Midwinter.

Julian has held a number of management positions within the Australian financial advice industry including Head of Quantitative Research for the Commonwealth Bank of Australia and Financial Wisdom. He has also 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.) from the University of Western Australia and has completed the Chartered Financial Analyst course.

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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. We cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.

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