Omniwealth hires former Mercer planner

16 October 2018
| By Anastasia Santoreneos |
image
image
expand image

Omniwealth has appointed former Mercer adviser and certified financial planner, Richard Carey, as a senior financial adviser.

Carey has 30 years of experience in the financial services industry, with roles as a chartered accountant and financial planner.

He was most recently a principal in the Mercer financial planning team and is an SMSF-accredited specialist.

Chief commercial officer, Matthew Kidd, said Carey’s knowledge of self-managed superannuation funds would enhance client experience at the firm.

“We are excited to have a financial adviser with Richard’s wealth of experience join our team at Omniwealth,” he said.

 

 

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND