David Storm has been appointed to the newly created role of OneVue head of platform strategy, sales and service. Storm joins OneVue from IOOF where he was head of distribution for Australian Executor Trustees, the SMSF provider for the IOOF group.
Storm will work with existing sales executive Stephen Karrasch to broaden the OneVue distribution footprint in the intermediary market, with the adviser services and self managed super fund (SMSF) solutions teams now reporting to Storm.
The appointment comes on the back of OneVue merging its strategy, sales and service teams that oversee OneVue’s direct to consumer and adviser platform offerings which increasingly correlate and provide greater avenues to deliver more robust scaled advice options to the end investor.
“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,” OneVue chief executive Connie Mckeage said.
“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.”
Prior to OneVue, Storm held roles at organisations including Ord Minnett Asset Management where he was key account manager and Advance Asset Management where he was state manager for New South Wales and the Australian Capital Territory.
He also worked at Citibank Wealth Management where he was head of financial planning and Citicorp Investment Limited where he was regional business manager.
“David 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,” Mckeage said.
“In order to prepare for OneVue’s upcoming IPO, I’d also like to announce that former head of strategic partnerships Brett Marsh has accepted the role of chief financial officer.”
Mckeage added that as the landscape of the financial services industry continues to change, it is vital that OneVue transforms and evolves with it.
“As we enter a new stage of our business lifecycle I am looking forward to what lies ahead and to continuing to work with existing and potential clients and partners to create real value in a new world.”