Non-aligned dealer group Omniwealth Services has hired an AMP Horizons graduate as its latest adviser.
Omniwealth managing director Matthew Kidd said that Ashly Mani, who holds a master of applied finance and an engineering degree, represents the “future of financial advisers”.
“Degree qualified and fee for service will, without doubt, be the norm in the not too distant future,” Mr Kidd said.
Mr Mani, who will be based in the Sydney office, said he was attracted to the non-aligned nature of the business.
“Moving to a group like Omniwealth was a very easy decision. I’m not a fan of product-based large institutions, as I want to deliver genuine, non-aligned, fee for service advice to my clients,” he said.
“Being a business owner and good adviser is a hard balance to get right, but the team at Omniwealth make it feel seamless.”
Ominwealth offers financial planning, property investment, mortgage and accounting services.
News
- 22 Jan 2019Advice issues stem from writing of SOAs, says RafteryBy Adrian Flores
- 21 Jan 2019Federal Court winds up CFS Private WealthBy Eliot Hastie
- 22 Jan 20192.44m Aussies suffer from financial stressBy Sarah Simpkins
- 22 Jan 2019BT releases 6 ‘core’ managed portfoliosBy Eliot Hastie
- 21 Jan 2019Licence conditions placed on Sydney AFSLBy Adrian Flores
- 21 Jan 2019O’Dwyer steps down from politicsBy Adrian Flores
- view all
