Non-aligned wealth group Omniwealth has appointed a chief operating officer to build its advisory and succession planning service across the group.
Atle Crowe-Maxwell will also be a director of the group, joining from BDO where he was most recently partner for business recovery and insolvency.
"The synergies between an accounting practice and a financial planning practice all working together offer the right mix to assist businesses as they grow and mature. Owners need advice around the best strategy and structure for the business to weather the current business climate and succeed," Mr Crowe-Maxwell said.
"While estate planning has become a growth area for financial planners, succession planning has been overlooked or misunderstood by a lot of professionals advising SMEs. The progressive retirement of baby boomers has brought the question of succession to centre stage for many companies and their family owner members."
A financial services consultancy has estimated the early superannuation release ...
As Australia grapples with the economic and health impacts of the COVID-19 pande...
A national coronavirus sentiment survey has shown Australians receiving financia...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.
