SMSF service provider OneVue has made a spate of appointments following a senior management restructure involving its SMSF teams.
As part of the changes, David Storm has joined as OneVue’s head of platform strategy, sales and service and will work with existing sales executive Stephen Karrasch to expand OneVue’s distribution in the intermediary market.
Under the restructure, the adviser services and SMSF teams will report to Mr Storm, who joins OneVue from a role as head of distribution at IOOF’s SMSF provider, Australian Executor Trustees.
“David has a strong track record of delivering and exceeding targets, and tailoring propositions to suit the SMSF and self-directed markets, which OneVue is heavily concentrated on,” OneVue chief executive Connie Mckeage said.
“[He] has an intimate knowledge of the SMSF industry, which is particularly important for OneVue, and he has a strong understanding of the adviser market at individual and dealer group level.”
Previously, Mr Storm also worked at Citibank Wealth Management as head of financial planning.
Former head of strategic partnerships Brett Marsh will take on the role, as the platform provider prepares to be listed in 2014.
In addition, OneVue has merged the strategy, sales and service teams that oversee OneVue’s direct to consumer and adviser platform offerings.
“A key consideration in merging the teams was the increasing synergies between the two channels and that many of our clients are starting to recognise the potential of leveraging these different offerings to optimise their own suite of services,” Ms Mckeage said.
With the financial services industry undergoing change, it is “vital that OneVue transforms and evolves with it”, she added.
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