Matthew Kidd confirms further senior accounting appointments at Omniwealth to bolster its holistic credentials: “We now have clients who come in for a whole day to review business, SMSF and estate/succession planning with our team”.
Duncan Barber and Kelly Reedman join as partners in the Business Advisory service
“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 & 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 & trusts … to their retirement/succession plans,” said Mr Kidd.
Omniwealth appoints Duncan Barber as Managing Partner of Business Advisory
Omniwealth has appointed Duncan Barber as Managing Partner of its Business Advisory team. He was previously a founder of Grange Business Partners. Duncan echoes Matthew Kidd’s views. “The idea of a one touch point solution for business clients was a key part of the attraction for me with the Omniwealth model.
“Having a complete advice team in one place working together and thinking about their clients means that the complexities of SME businesses and their owner’s personal wealth needs can be strategically managed from all facets of their financial services needs,” said Duncan Barber, Partner, Omniwealth.
Kelly Reedman also joins Omniwealth as a Business Advisory partner
Kelly Reedman, also formerly of Grange, joins as a Business Advisory partner. Kelly and her team will work across all Omniwealth clients seeking opportunities to develop their businesses and wealth. With the growth of Cloud applications for business owners Kelly has developed a particular niche in helping clients with their management accounting needs and KPI reporting.
“The concept of the Cloud appeals to me as I’m assisting more clients with their businesses and personal holdings being able to access their information in real time. While the concept of the Cloud as a solution for data works, my concerns are around the information management practices that clients use and how to develop that into useful information for the owners,” said Kelly Reedman, Partner, Omniwealth.
Duncan Barber
Managing Partner
Business Advisory
Omniwealth
duncan.barber@omniwealth.com.au
p 02 9112 4300
Kelly Reedman
Partner
Business Advisory
Omniwealth
kelly.reedman@omniwealth.com.au
p 02 9112 4344