Julian Plummer

Perth, Western Australia, Australia

+91 xxxx xxxxx

[email protected]

4000 followers

Timeline
Jan 1998 - Jun 1998
UB40
Unemployment Benefit Form 40
Jan 1998 - Jan 1999
Quantitative Analyst
Buck Consultants International
Jan 1999 - Mar 2000
Quantitative Analyst
Colonial First State
Mar 2000 - Jan 2002
Manager, Quantitative Research
Commonwealth Bank
Jan 2002 - Nov 2006
Asset Consultant (previously InTech)
InTech Asset Consultants
Current Company
Nov 2006 - Jan 2021
Head of Strategy, Founder
Midwinter, a Bravura company
Sydney, New South Wales, Australia
Aug 2017 - Aug 2019
Managing Director, Founder
Kamino Cyber Security Services
May 2019 - Aug 2019
Managing Director
InvestmentLink
About me
Retired for the time being
Education
- Cfa institute
  1999 - 2003
  Passed all three levels of the cfa program
- Island school
  1986 - 1993
  O levels, a levels
- The university of western australia
  1994 - 1997
  B.ec (hons) pure economics
Experience
- Unemployment benefit form 40
  Jan 1998 - Jun 1998
  Ub40
- Buck consultants international
  Jan 1998 - Jan 1999
  Quantitative analyst
  Corporate superannuation, assistance in the provision of offers to members for switching from defined benefit to defined contribution funds.
- Colonial first state
  Jan 1999 - Mar 2000
  Quantitative analyst
  Researching of investment managers for inclusion on the Colonial Group approved lists.
- Commonwealth bank
  Mar 2000 - Jan 2002
  Manager, quantitative research
  Researching of investment managers for inclusion on the CBA Group approved lists.
- Intech asset consultants
  Jan 2002 - Nov 2006
  Asset consultant (previously intech)
  Advise institutional clients (including superannuation funds, public sector portfolios, insurance companies and distributors of financial products) on their long-term investment objectives, strategies and fund manager selection.
- Midwinter, a bravura company
  Nov 2006 - Jan 2021
  Working with the Midwinter COO to develop long-term strategic plans and objectives through the identification of strategic issues and opportunities within the advice industry.Integration of the InvestmentLink data feed service into Midwinter's software development life cycle. Advice technology solutions for advisers, accountants, superannuation funds and their clients.
  - Head of Strategy, Founder
    Aug 2019 - Jan 2021
  - Executive Director
    Feb 2019 - Aug 2019
  - Managing Director
    Nov 2006 - Feb 2019
- Kamino cyber security services
  Aug 2017 - Aug 2019
  Managing director, founder
  Cyber security packages for advice and accounting practices.
- Investmentlink
  May 2019 - Aug 2019
  Managing director
  Acquisition of InvestmentLink by Midwinter Financial Services. Subsequently responsible for driving InvestmentLink growth, data quality and strategic partnerships with investment platforms and fund managers.
Licenses & Certifications
- Unity essentials pathway
  Unity
  Jun 2023
  View certificate
Honors & Awards
- Awarded to Julian Plummer
  Fintech Thought Leader of the year 2017 - Finalist Fintech Business Jan 2017 This award recognises a fintech community member who has been instrumental in the development of a collaborative and innovative fintech ecosystem and vocal on issues relating to innovation, professional development and regulatory matters. It includes current and existing fintech founders, thought leaders on the consulting side of the sector, and members of the financial services industry who specialise in technology.
- Awarded to Julian Plummer
  KPMG's top 20 powerful Australians on Twitter KPMG Jul 2016 https://home.kpmg.com/au/en/home/insights/2016/07/tweeting-from-the-top-business-leaders-social-media.htmlhttp://www.smartcompany.com.au/marketing/social-media/71819-the-20-top-australian-chief-executives-on-twitter-according-to-kpmg/
- Awarded to Julian Plummer
  Finalist - Fintech Leader of the Year Australian FinTech Awards Jun 2016