OneVue has made several new appointments to support its growing client base and some planned initiatives, according to an announcement from the investment platform and unit registry provider.
Waheed Rahman and Shamil Samji have both joined OneVue from SMSF provider SuperIQ, where they were new business manager and senior fund accountant respectively. Mr Rahman and Mr Samji will work within OneVue’s adviser solutions team.
OneVue has also appointed Susan Sampson to the role of national relationship manager for institutional clients, which the company said is “bolstering its unit registry side of the business.”
“[Ms] Sampson will play a significant role in terms of taking care of clients who use OneVue’s unit registry and in helping the business to find ways in which it can expand its offering,” said group chief executive Connie Mckeage.
Marketing executive Kirstie Walia has also been appointed, who is currently assisting the group in taking its new investment platform pricing to market.
“We have been working closely with our key clients to ensure these initiatives are well thought out and we plan to announce our new pricing very soon,” Ms Mckeage said.
In addition, OneVue will be rolling out new SMSF services in the “very near future” following consultation with advisers and accountants within the sector.
“I can’t divulge more detail around what we’re doing in this space apart from saying we’re looking
forward to announcing new initiatives we have lined up for the SMSF market in the coming months,”
Mr Marsh said.
The corporate regulator has cancelled the licence of three Queensland-based fina...
The majority of the company’s advisers have transferred to another licence as ...
ASIC has fired a warning shot at real estate agents providing unlicensed advice ...