Jeff Hall

Midwinter Financial Services Pty Ltd. provides financial planning software. The firm serves the financial advisers, superannuation funds, dealer groups and accountants. The company was founded by Julian Plummer and Matthew Esler in 2006 and is headquartered in Sydney, Australia.

Lumiant Pty Ltd. is a cloud-based advice and client engagement platform that connects clients and their advisors around their lives, values, and finances. The company is based in Sydney, AU. The platform helps clients make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process, creating a memorable, measurable, and repeatable process that anyone can deliver. and has subsidiaries in the United States. Lumiant was founded by Santiago Burridge and Chris Dadej, and Santiago Burridge has been the CEO since incorporation.