Martin Morris Email & Phone Number

Sydney, New South Wales, Au

Centric is a comprehensive online wealth management platform and leading MDA and Investment Management business. Designed by and for advisers, Centric offer a wide APL of investment solutions that can be accessed via a digitally focused platform with a disruptive pricing regime.As Head of Centric, leading the executive team to drive market disruption, this role is about delivering the value advisers want at a price investors see value in paying.

Sydney, New South Wales, Au

Backed by global technology experts FNZ, Centric is a comprehensive online wealth management platform designed by and for advisers, enabling access to competitive investment products including Centric IDPS, Centric Super and Centric One.

Melbourne , Vic, Au

Melbourne, Victoria, Au

Established in 2001, Praemium has grown to be a market leading provider of investment platforms, investment management, portfolio administration and CRM solutions with offices in Australia, UK, Jersey, Armenia and Hong Kong. The worlds leading financial advisers, Investment Managers, institutions, accountants and product providers use Praemium to manage or administer over $80bn worth of investment globally across more than 300,000 accounts.

Moorabbin, Vic, Au

COMPLETE SUPER SOLUTIONS PTY.LTD. (CSS) are specialists in SMSF, Family Trust and HNW investment portfolio administration and year end compliance providing a range of back office support to accountants and financial advisers in Australia.

3rdphase is an organisation set up to provide business advisory solutions to small to medium enterprises, specialising in Client Acquisition and market penetration strategies. Using unique behavioural awareness models we can mentor business owners to generate greater success.Business Strategy AdviceClient Acquisition and Retention StrategiesMarketing and Brand Development Advice Client Engagement AdviceBusiness Succession Planning SupportSales Leadership Team Personalised Mentoring Programs Sales Team Assessment and Behavioural ProfilingSales Team Incentive SchemesBusiness Valuation and Succession Planning Offsite and Meeting Facilitation

As a qualified Company Director I was appointed to the AMEE board to provide strategic guidance and corporate principles.AMEE provides commission management solutions to the Financial Services market in Australia.

Endowment Bond Exchange provides a genuinely new Financial Planning tool for Financial Planners and Accountants to use in their recommendations to clients.Post GFC has seen the need for greater levels of certainty into Retirement and general cashflow strategies. Endowment Bonds are the new solution to offer certainty for investors without displacing the need for longer term growth strategies, particularly in Retirement, and the need to allocate large percentages of retirement funds.

Business Development and Marketing Commenced in Nov 2008Capstone Financial PlanningCapstone Financial Planning is an independently owned licensee and provides dealer services to 50 financial planning practices throughout Australia. Purely a B2B solution provider, it has based the current model on being attractive to financial planning principles who want a high level of autonomy and flexibility from their licensee.Role ObjectivesDriving Revenue growth for Capstone Financial PlanningBusiness Coaching for advisory practicesDeveloping best practice models for advisor practicesRecruitment of new practicesBuilding and implementing marketing strategies for practicesDelivery of Professional Development DaysManagement of Marketing and TechnologyManagement of CWrap (Badged Wrap Platform)Corporate ResponsibilitiesBusiness Continuity ResponsibilityProviding guidance to Business Units on Best Practice PrinciplesManagement of Brand StrategyCommittee representation Research and Approved Product ListingsAdvisor Training and Development ProgramsCompliance and Professional StandardsAnnual Conference and PD Day ProgramsCareer History Cont'd

Stockholm, Se

Skandia was a Financial Services organisation, specialising in long term savings solutions, that had its heritage in Europe and at the time of departure was owned by Old Mutual. The business has subsequently been sold to IOOF. Originally employed as a Business Development Manager in Victoria to assist in the launch of Skandia to the Australian market and then promoted to State Manager for Victoria/Tasmania within 18 months. The success of these roles and recognition as a future leader globally for Skandia led to the final promotion to Head of Retail Distribution.Role Responsibilities Strategic Business Planning control of distributionStrategic responsibility for delivery of Skandia's product base.Market analysis to achieve Skandia's long term Vision. Management of the Australian Distribution Management Team and mentoring of Skandia managers.Organisational control of 5 State Offices and 8 teams. Total of 9 direct reports, 30 person sales teamInternal and External Conference Management Key National Account ManagementCreation of B2B solutions for clientsKey Successes160% budget achievement in first 12 months of rolePromotion to State Manager within 18 monthsDevelopment of Victoria to leading State for Australia from 2002 onwardsPromotion to Head of Retail Distribution within 4 yearsRecognised as Future Leader Achieved Directors Choice award for Australia for 2 years running as BDMMember and subsequent manager of No1 BDM Team in Australia (ASSIRT Survey 2003/4/5 and 6)

netwealth Investments is an independently owned platform provider in the Australian financial services market.

Scottish Amicable is a UK based Life Company that offered a series of long term savings vehicles, and investment linked insurances, which were distributed to Independent Financial Advisers.

Originally worked alongside a previous client, within a solicitors firm, and then moved to one of North London's largest Independent Dealer Groups to offer advice to their high net worth clients. .

Scottish Life is a UK based insurance company that offered long-term savings vehicles and life insurance products in conjunction with Inheritance Tax mitigation to Independent Financial Advisers.

Master Of Business Administration (Mba), Generic

Company Directors Course, Board Governance, Strategy & Finance