Business Details
Your Trusted Accounting & Financial Planning Partner in West Perth
Omnis Group is a strategic accounting and financial planning firm dedicated to understanding both businesses and individuals. With expertise in accounting, tax, business advisory, and personal wealth services, we provide tailored solutions that align with each client's unique goals. Our holistic approach ensures clients have comprehensive support under one roof, from business setup and growth to retirement planning. With over two decades of experience, our team combines technical proficiency with a client-centric philosophy, acting as business mentors to facilitate growth and evolution. We prioritise transparency, tax efficiency, and long-term financial security, offering services such as SMSF administration, succession planning, and investment strategies.Our commitment to excellence is reflected in our professional accreditations, including CPA membership and Fellowship of the Taxation Institute of Australia. Clients consistently praise our ability to deliver actionable insights, proactive solutions, and a personalised approach that extends beyond traditional accounting. By integrating accounting, tax, and wealth management, we empower clients to make informed decisions and achieve both business and personal financial success.
Services
Business Advisory
Private Wealth
Tax Services
Financial Planning
SMSF Administration
Succession Planning
Investment Strategies
Retirement Planning
Risk Management
Estate Planning
Highlights and features
- We offer over 20 years of experience in accounting and business advisory.
- Our team includes Certified Financial Planners and tax specialists.
- We provide integrated accounting, tax, and wealth management solutions.
- Our client-centric approach prioritises tailored strategies for unique needs.
- We combine technical expertise with proactive, mentor-led business guidance.
Associations and certifications
- CPA Australia
- Taxation Institute of Australia
What people say
Proactive solutions
Personalised approach
Exceptional client support
Strategic guidance
Improved financial control
Services
Business Advisory
Omnis Group provides tailored business advisory services for startups, growing enterprises, and businesses preparing for succession. Our expertise includes financial forecasting, cloud accounting integrations, and compliance management. We act as strategic mentors, offering actionable insights to optimise operations and drive sustainable growth while aligning with your long-term objectives.
Private Wealth
Our private wealth solutions focus on protecting, growing, and transferring wealth through tax-efficient strategies. Services include superannuation planning, investment portfolio management, and retirement income stream structuring. We deliver personalised advice to help clients achieve financial independence while ensuring their legacy is preserved for future generations.
Tax Services
Omnis offers comprehensive tax compliance and strategic planning services. From BAS preparation to complex tax structuring, we ensure businesses meet obligations while minimising liabilities. Our team stays updated on regulatory changes to provide proactive advice that enhances financial efficiency and supports business growth.
SMSF Administration
We specialise in self-managed super fund (SMSF) administration, offering compliance support and strategic advice. Our services include fund setup, tax return preparation, and investment strategy optimisation. We help clients navigate SMSF regulations to achieve retirement goals while maintaining strict adherence to compliance requirements.
Succession Planning
Our succession planning services ensure smooth business transitions through valuations, owner transition support, and capital gains tax strategies. We help clients preserve the value of their businesses during exits while addressing retirement needs and family legacy considerations with tax-efficient solutions.
People
Justin Flavel
Managing Director
Justin has 20+ years in accounting and business advisory. A CPA member and Taxation Institute Fellow, he specialises in mentoring businesses through growth phases. His expertise spans financial analysis, tax strategies, and operational optimisation for Perth-based enterprises.
Daniel Morcombe
Certified Financial Planner
Daniel provides wealth management solutions for families and business owners. As a BSc CFP director, he focuses on superannuation, investment strategies, and tax-efficient estate planning. His client-centric approach integrates personal and business financial goals for holistic outcomes.
Peta Berry
Client Manager SMSF
Peta specialises in SMSF compliance and administration. With deep knowledge of superannuation regulations, she helps clients achieve financial security through tailored fund management strategies while ensuring adherence to complex legislative requirements.
Cale Siegmann
Client Manager
Cale offers business and tax advisory services, focusing on family businesses and NDIS sector clients. His expertise includes structural advice and compliance strategies to support sustainable growth and operational efficiency for diverse business models.
Rebecka Hoppe
Practice Manager
Rebecka drives business growth through system optimisation and team development. She specialises in streamlining operations and building high-performance teams to enhance client service delivery and organisational efficiency across accounting and advisory functions.
Questions
What accounting services does Omnis Group offer?
We provide business setup, tax compliance, financial forecasting, cloud accounting integrations, and SMSF administration. Our services cater to all business stages from startup to succession planning.
How does Omnis approach wealth management?
We create tailored strategies for wealth protection, growth, and transfer. Services include superannuation planning, investment portfolios, retirement income streams, and tax-efficient estate planning solutions.
Can Omnis help with business succession planning?
Yes, we offer comprehensive succession planning including business valuations, owner transition support, and capital gains tax strategies to ensure smooth business exits and retirement readiness.
What makes Omnis different from other firms?
Our integrated approach combines accounting, tax, and wealth management with mentor-led business guidance. We prioritise long-term client relationships through personalised strategies and proactive financial advice.
Do you work with specific industries?
While we serve diverse sectors, we have particular expertise in family businesses, NDIS providers, and professional services firms through tailored financial and operational advisory solutions.
Reviews (4)
Collins Hume
May 25, 2018
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Wonderful seeing updates and insights from our former accounting network colleagues and happy to recommend them if you need an accountant in WA.
Colin Dunn
Oct 28, 2017
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When you think of the word 'accountant', entrepreneurial is rarely a description that comes to mind, but that's exactly what Justin Flavel is. Not only has he built a highly successful accounting firm, but because of his exposure to a cross section of successful clients, Justin is able to pick the eyes out of what really works and transmit that knowledge to his clients to the betterment of their own business. If you are looking for an accountant to challenge you and help your business rise to new heights, I highly recommend Justin and his excellent team.
Claire Stone
Sep 08, 2017
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I have worked for Omnis Group for over 6 years now and truly believe that we offer an outstanding service to all our clients. We aren't just your average accountancy firm....we like to be different. We don't charge for every phone call and we provide up front pricing so there is no shock factor once a job is completed. I would highly recommend Omnis Group to help you improve your business and provide you with the means to be successful in what you do. We are a friendly and vibrant bunch who put their clients needs first without complicating things!!! Isn't that what we all need!!
Kate Jessop
Jan 25, 2016
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Saved me thousands in tax through better planning and also improved my understanding of my business financials. I highly recommend these guys to anyone looking for a proactive accountant who speaks your language. Thanks Guys
