Centric hires Sequoia operating chief

Martin Morris
Centric - Chief Client Officer
Date: 12 February 2024
Position: Chief Client Officer
By Elizabeth Fry

The wealth management and investment platform provider has appointed former Praemium executive Martin Morris as chief client officer to turbocharge growth.

In his new role, Morris will play a pivotal role in Centric's mission to provide advisers and their clients with a seamless, value-driven platform experience.

Martin joins from Sequoia Financial Group, where he served as chief operating officer for just six months.

In a LinkedIn post, he addresses his short stint in the role.

"This new role is no reflection on my time at Sequoia, which I really enjoyed and hope Garry Crole, Floriane Allard and the wider management team continue to succeed as they have been and achieve their goals and aspirations."

Before Sequoia, Morris spent seven years Praemium as distribution chief departing last May when the firm restructured.

He previously served as chief executive at Complete Super Solutions - the administrative and compliance specialist for SMSF, Family Trust and high-net-worth individuals.

Earlier, Morris worked at Endowment Bond Exchange, Capstone Financial Planning and Skandia.

Centric said the recruit's expertise in understanding client needs aligns perfectly with Centric's client-first philosophy.

"Martin's appointment comes at a crucial time as we continue to build on our recent successes and look towards future growth," said Tony Roussos, co-chief executive at Centric's parent company, Findex.

"His proven track record in fostering strong client relationships and his strategic vision will be invaluable as we continue to innovate and provide our network of advisers with a platform that truly makes a difference in their clients' financial journey."

Centric has recently doubled its funds under administration and significantly increased its platform users.

Morris said Centric has a real opportunity to challenge how we view platforms in Australia, and he is excited to be part of the next stage in that journey.

"My career in Australia has been based around working with advisers to enhance their client engagement experience and build more efficient businesses and platforms are at the core of that."