Diversified financial services group, Omniwealth, has appointed Atle Crowe-Maxwell as its COO and also as director of its new business advisory service.
Atle has joined to build a business advisory/succession planning service across the group. Previously he was with BDO as a corporate recovery partner.
“The synergies between an accounting practice and a financial planning practice all working together offers the right mix to assist businesses as they grow and mature. Owners need advice around the best strategy and structure for the business to weather the current business climate and succeed,” Atle Crowe-Maxwell, Director, Omniwealth Business Advisory.
“While estate planning has become a growth area for financial planners, succession planning has been overlooked or misunderstood by a lot of professionals advising SMEs. The progressive retirement of baby boomers has brought the question of succession to centre stage for many companies and their family owner members.
“Omniwealth now has a deeper expertise in-house to assist with planning succession strategies. We believe the first need in succession thinking is to assist clients develop the right strategy and the best structure before considering tax or funding matters,” said Mr Crowe-Maxwell.
‘We are delighted that Atle has joined Omniwealth. His appointment will bring an extra dimension to our service offering. Omniwealth finds that many of our small business clients want the skills of a big firm with key services available in one place at one time so that they can access the collective IP that all of our advisers have amassed about them to assist them,” said Matt Kidd, Managing Director of Omniwealth.
Media enquiries
Atle Crowe-Maxwell
Director
Omniwealth Business Advisory
t: 02 9112 4344
e: atle[at]omniwealth.com.au