Non-aligned wealth group Omniwealth has appointed a new managing partner and partner to its business advisory team as the company looks to place more focus on its SME clients.
In a statement, managing director of Omniwealth Matthew Kidd said Duncan Barber has been appointed to the role of managing partner of business advisory and Kelly Reedman has been appointed as a partner.
Prior to joining Omniwealth's business advisory team, both Mr Barber and Ms Reedman worked for Grange Business Partners.
Commenting on the appointments, Mr Kidd said non-aligned wealth and financial planning advisory groups "need an edge" to win and retain small business owners as clients.
"SME owners and professionals are time-poor and we are seeing a good response to our one-stop service for accounting, financial planning, mortgage and finance and legal services.
"It is becoming more common to have a client come in for the day and have our professionals work on every component – from their finances and assets to their business to their SMSF and trusts to their retirement/succession plans," he said.
When financial failures occur and accountability can’t be pinpointed clearly, often it is the adviser that gets ...
When dealing with high-risk investment portfolios and platforms, it is important advisers manage expectations even when ...
Orbis Investments has added a new marketing head to extend its reach to advised retail investors as part of its “next ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin