Powered by MOMENTUM MEDIA
Omniwealth launches AFSL consultancy

Omniwealth launches AFSL consultancy

Yes

Dealer group Omniwealth Services has launched a licensee services business to cater to demand for consulting from boutique financial planners.

Omniwealth Licensee Services will provide clients with “the same practice support as our normal members”, providing them access to a network, while maintaining control of their Australian financial services licence (AFSL).

“Over the last two years, we have been approached by firms who hold their own AFSL,” said Omniwealth managing director Matthew Kidd.

“Having done all the hard yards, they are reluctant to give up their licence but still want to benefit from being a member of our unique group,” he added.

Advertisement
Advertisement
Omniwealth launches AFSL consultancy
ifa logo
FROM THE WEB
  • 23
    Days
  • :
  • 07
    Hours
  • :
  • 54
    Minutes
  • :
  • 01
    Seconds

ifa Business Strategy Day is nearly here!
Have you got your ticket?

SUBSCRIBE TO THE IFA DAILY BULLETIN

News