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."
SUBSCRIBE TO THE IFA DAILY BULLETIN
13 Dec 2017Proposed ASIC penalties inappropriate: FPABy Staff Reporter
13 Dec 2017AMP QLD head of sales to departBy Aleks Vickovich
13 Dec 2017CBA's Ricky Gillespie gets $3K wrist slapBy Aleks Vickovich
13 Dec 2017Elders appoints NSW-based practiceBy Staff Reporter
13 Dec 2017Zurich outlines advice partnership with ANZBy Jessica Yun and Killian Plastow
13 Dec 2017ASIC gets glowing report card for MoneySmartBy Staff Reporter
- view all