Business Details
Trusted Accounting & Financial Advisory Services in West Perth
Omnis Group is a strategic accounting and financial planning firm dedicated to providing tailored solutions for businesses and individuals. With a holistic approach, we combine accounting, tax, business advisory, and personal wealth services to help clients achieve their goals. Our team of experienced professionals, including CPA members and Certified Financial Planners, offers expert guidance and proactive solutions across all stages of business and life. We prioritise understanding our clients' unique needs, delivering insights that go beyond numbers to drive growth, compliance, and long-term success. Our commitment to accuracy, professionalism, and a human touch ensures clients receive reliable advice aligned with their aspirations.With over two decades of experience, we support businesses from startup to succession and individuals in managing, growing, and protecting their wealth. Our services extend to SMSF administration, risk protection, retirement planning, and tax-efficient strategies, all designed to provide peace of mind and financial security. We collaborate with trusted advisors to address legal, strategic, and operational challenges, ensuring comprehensive support for our clients. Testimonials highlight our ability to listen, deliver timely advice, and foster work-life balance while maintaining transparency and ethical standards. Omnis Group is driven by insight, guidance, and a personalised approach tailored to each client's unique journey.
Services
Business Advisory
Tax Services
Wealth Management
SMSF Administration
Financial Planning
Highlights and features
- We offer over 20 years of experience in accounting and financial planning.
- Our team includes CPA members and Certified Financial Planners.
- We provide integrated services spanning business advisory and wealth management.
- Clients praise our transparency, timely advice, and ethical standards.
- We tailor solutions to align with your unique business and personal goals.
Associations and certifications
- CPA Australia
- Taxation Institute of Australia
What people say
Tailored insights
Proactive solutions
Exceptional service
Trusted advisors
Long-term partnership
Services
Business Advisory
Omnis Group provides tailored business advisory services for startups, growing enterprises, and businesses preparing for succession. We offer strategic guidance on structuring, forecasting, compliance, and exit planning. Our expertise helps clients optimise operations, manage tax obligations, and navigate complex financial landscapes to achieve sustainable growth.
Tax Services
Our tax services cover compliance, planning, and strategic advice for businesses and individuals. We assist with BAS preparation, capital gains tax strategies, and audits while ensuring adherence to ATO regulations. Clients benefit from proactive tax-efficient solutions designed to minimise liabilities and maximise returns.
Wealth Management
Omnis Private Wealth delivers customised wealth management solutions, including superannuation strategies, investment portfolios, and retirement planning. We focus on tax-efficient growth, risk protection, and estate planning to help clients secure their financial future across all life stages.
SMSF Administration
We specialise in SMSF setup, compliance, and tax strategies, ensuring clients meet regulatory requirements while optimising retirement savings. Our services include asset valuation, fund audits, and tax-effective wealth transfer planning to safeguard long-term financial security.
Financial Advisory
Our financial advisory services integrate personal and business strategies, covering risk management, property investments, and succession planning. Certified professionals provide transparent, flat-fee advice to align financial decisions with clients' goals, ensuring clarity and confidence in wealth management.
People
Justin Flavel
Managing Director
Justin has 20+ years in accounting and business advisory, graduating with a Bachelor of Business in 1992. A CPA member and Taxation Institute Fellow, he mentors businesses to grow while balancing personal and professional success.
Daniel Morcombe
Certified Financial Planner
Daniel specialises in wealth management, helping clients with superannuation, tax efficiency, and estate planning. His collaborative approach ensures tailored strategies for families, business owners, and retirees across Western Australia.
Peta Berry
Client Manager
Peta excels in SMSF compliance and financial security, guiding clients through regulatory complexities to achieve retirement goals while maintaining strict adherence to compliance standards.
Cale Siegmann
Client Manager
Cale provides business and tax advice, focusing on family enterprises and NDIS sector clients. His expertise ensures strategic compliance and growth-oriented financial planning.
Rebecka Hoppe
Practice Manager
Rebecka drives operational efficiency and team development, ensuring streamlined systems and high-performance outcomes across Omnis Group's accounting and advisory services.
Questions
What accounting services does Omnis Group offer?
We provide business advisory, tax compliance, SMSF administration, and financial planning tailored to your unique needs.
How can Omnis help my business grow?
Our team offers forecasting, cash flow management, and strategic advisory to scale your business efficiently and sustainably.
Do you specialise in SMSF compliance?
Yes, we handle SMSF setup, audits, tax strategies, and compliance to ensure your retirement savings are secure.
What wealth management solutions are available?
We offer superannuation strategies, investment portfolios, retirement planning, and tax-efficient wealth transfer options.
