Middletons Securities announces two key appointments to local team

Middletons Securities has announced the addition of Andrew Winter and David Mead as Authorised Representatives to its local team to drive its expansion activity across the South Australian market.

Middletons Securities spokesperson, Mr Nick Loxton, said the pair would play a pivotal role in building on the strong reputation of the professional services firm and expanding its client base across South Australia.

“Middletons Securities is entering an exciting phase of its development and the significant industry experience and credibility that both bring will perfectly complement our talented team,” Mr Loxton said.

“Both offer a strong understanding of the strategic challenges and opportunities facing our industry and will be of great benefit to Middletons Securities,” he said.

Mr Winter started his career in the financial services industry in 1984 when he joined the State Bank of South Australia (now BankSA), and spent more than a decade working in various branch and Head Office roles. He then joined Pembroke Financial Planners in 1994 as a Strategic Planner and remained with the business through its transition to Ord Minnett, before becoming a financial adviser in 1998.

Most recently the Certified Financial Planner® and Senior Associate of FINSIA was an adviser with Prescott Securities before joining the Middletons Securities team.

Mr Mead has over 25 years' experience within the Securities and Financial Services industry from his previous employment with ASIC and its predecessors. He has held a number of senior roles and has a solid track-record in building and strengthening relationships with clients in many different and challenging circumstances.

The announcement of the appointments follows the professional services firm being accredited as Professional Practice by the Financial Planning Association, in recognition of its high professional and ethical standards.

“Middletons Securities is committed to setting the highest of standards across the industry, and attracting market-leading staff to provide clients with the best advice and develop strategies designed to secure their financial security,” Mr Loxton said.

“Andrew and David join a team that has a strong reputation for providing clients with quality portfolio management and investment advice to ensure strong cash flows for retirees and solid asset accumulation for people who are still working.”

About Middletons Securities

With its offices located in Adelaide, Middletons Securities is an authorised representative of Lonsdale Financial Group Limited and advises corporations, organisations and individuals in a comprehensive manner, including direct equities, managed funds, superannuation and insurance products.

The Middletons Securities team offers an extensive range of investment, tax effective investing, wealth creation and asset protection solutions to clients. Its financial advisers have access to investments and services provided by all of the major investment institutions and offer an extensive approved product list.