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.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 19 Oct 2018Life insurer fires 50, kills outbound sales businessBy James Mitchell
- 19 Oct 2018Strategic plan for AFCA releasedBy Eliot Hastie
- 18 Oct 2018Clique Paraplanning launches practice portalBy Reporter
- 18 Oct 2018Challenger announces new Netwealth dealBy James Mitchell
- 18 Oct 2018Aussies say royal commission won’t change their view of adviceBy James Mitchell
- 18 Oct 2018Hire younger advisers to get younger clients, paper suggestsBy Adrian Flores
- view all