OpenInvest, the online marketplace for self-directed investors, has set the scene for rapid growth with two key appointments – Ravi Verma as Business Development Manager and Phoebe Kohler as Marketing Manager.
Co-founder and CEO of OpenInvest, Andrew Varlamos, says: “Since launching in November, there has been amazing interest among self-directed investors, and especially self-managed super fund (SMSF) trustees, in our platform that offers unprecedented access to the resources and expertise of leading investment managers.
“To take advantage of this keen interest, now is the right time to appoint Ravi and Phoebe into these important positions where they can play key roles in growing the business.
“Ravi has more than 25 years’ experience in various consultative and distribution roles in accountancy, advisory and the investment management industry in Australia and the UK. He will promote the OpenInvest marketplace to accountants and advisers as a logical solution for their self-directed clients, particularly SMSF trustees.
“Phoebe has tremendous experience helping self-directed investors via the online provision of information and resources, joining from the Constant Investor where she headed Operations and Client Services. Before that, she had senior roles at the Eureka Report and the Business Spectator.”
Verma says: “I tremendously excited to be joining the OpenInvest team. In a post Royal Commission world where people are looking for expert advice from an unbiased source, OpenInvest provides an excellent solution to many individuals who simply don’t know where to find information and, when they do, whether they can trust it.”
Kohler says: “OpenInvest opens up a new avenue for SMSF trustees, in particular, to find high-quality investment managers and then determine which manager best suits their investment goals. The opportunity to market such a valuable investment platform will be both challenging and extremely fulfilling.”
OpenInvest is an online marketplace that enables self-directed investors, including SMSF trustees, to engage with and select an investment management company to help them manage their investment portfolio. It’s the first of its kind in Australia, empowering investors with knowledge, choice, and control. OpenInvest commits to always use plain language, be transparent, and keep fees low, and never have a conflict of interest.