OmniWealth branches into accounting and legal

financial-planning-group/financial-advice/mortgage/

2 November 2011
| By Chris Kennedy |
image
image
expand image

Financial planning group OmniWealth is adding accounting and legal services, hoping to attract more planners to the firm. 

OmniWealth managing director Matthew Kidd pointed to the current round of proposed legislative changes as a factor in the decision. He said the company goal was to provide clients with a single optimum solution and to support its advisers.

The arrangement would enable the group to provide clients with consolidated accounting services, as well as a spectrum of financial advice concerning mortgage, property investment and legal solutions, the group stated.

OmniWealth said the overall operation will now encompass dealer services, financial planning, mortgage and finance, accounting and audit, legal and property investment.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND