Omniwealth makes senior hires

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.

Advertisement
Advertisement
Omniwealth makes senior hires
default
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.