Richard Carey CA, CFP has joined Omniwealth as a senior financial planner after many years at Mercer in a similar role.
“We are excited to have a financial adviser with Richard’s wealth of experience join our team at Omniwealth. Richard has an extensive financial services background spanning 30 years.
“Richard shares our vision to deliver an exemplary client experience across the range of services that Omniwealth offers. I feel that his knowledge as a SMSF specialist will certainly enhance that experience,” said Matthew Kidd, Chief Commercial Officer of Omniwealth.
Richard has 30 years of experience as a chartered accountant and financial planner and spent the last 13 years as a Principal in the financial planning team at Mercer in Sydney. He is an SMSF-accredited specialist (CA).
Matthew Kidd
Chief Commercial Officer
Omniwealth
Tel: (02) 9112 4300
Mob: 0413 119 001
matt@omniwealth.com.au
www.omniwealth.com.au