All Articles tagged with 'Matthew Kidd'

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Omniwealth makes two senior appointments

From Omniwealth

Diversified financial services group, Omniwealth, has made two senior appointments. A manager has joined the accounting team and a senior lawyer has joined to expand legal team. “The 2019 landscape

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15 Feb 2019

Omniwealth appoints a senior financial adviser

From Omniwealth

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

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17 Oct 2018

Online hub launched for expatriates: Expatme

An online hub for expatriates to maximise their overseas experience and ensure they capitalise on investments while away has been formed. Expatme is an alliance of companies that provide international support

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13 Mar 2018

Accountants: not all referrals are equal

From Omniwealth

Omniwealth is actively seeking more joint ventures (JVs) with accountants given a good experience over the last four years of building successful JVs. Referring work for clients is essential for

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01 Sep 2017

Omniwealth has acquired an established mortgage broker to add more expertise in property and finance to meet future demand

From Omniwealth

Diversified financial services group, Omniwealth, has acquired Westminster Finance and Business Solutions to boost its capacity in mortgage and finance services for the firm’s clients. The Balmain-based broker will relocate

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05 Sep 2016

Omniwealth launches General Insurance Broking Services arm

From Omniwealth

Diversified financial services group, Omniwealth, has launched Omniwealth Insurance Services to assist business clients with general insurance services. This new service further extends Omniwealth’s existing suite of in-house financial planning,

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08 Jul 2016

Omniwealth brings robo advice service to market with a user friendly, shopfront feel

From Omniwealth

Diversified financial services group, Omniwealth, has developed, in conjunction with Republic Wealth, Australia’s only true fully automated investment model (similar to robo advice), called OmniwealthDirect. OmniwealthDirect takes around ten minutes

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31 May 2016

Earn CPD Points

CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]