Non-aligned dealer group Omniwealth Services has hired an AMP Horizons graduate as its latest adviser.
Omniwealth managing director Matthew Kidd said that Ashly Mani, who holds a master of applied finance and an engineering degree, represents the “future of financial advisers”.
“Degree qualified and fee for service will, without doubt, be the norm in the not too distant future,” Mr Kidd said.
Mr Mani, who will be based in the Sydney office, said he was attracted to the non-aligned nature of the business.
“Moving to a group like Omniwealth was a very easy decision. I’m not a fan of product-based large institutions, as I want to deliver genuine, non-aligned, fee for service advice to my clients,” he said.
“Being a business owner and good adviser is a hard balance to get right, but the team at Omniwealth make it feel seamless.”
Ominwealth offers financial planning, property investment, mortgage and accounting services.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin