iscover
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.
Newsletter
Omniwealth bolsters advisory offering with senior appointments
19 February 2016•2 minute read
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.
You need to be a member to post comments. Become a member for free today!
