Justin Flavel

Justin Flavel

Managing Director

Justin’s experience spans across 20 years in accounting, financial analysis and general business practice.

Although born and bred on the land, Justin’s interest was more in spreadsheets, ledgers, and finance which led him to attend university. In 1992, Justin graduated with a Bachelor of Business majoring in Accounting and Finance. As well as qualifying as a CPA member and becoming a Fellow of the Taxation Institute of Australia, he began gaining practical experience in small and mid-tier accounting practices.

During the late 90s, Justin decided to expand his horizons and travel through Europe. It was during this time that he seized the opportunity to expand his knowledge on the workings of large organisations by taking on roles in multinational corporations.

Today, Justin’s passion is in facilitating businesses to grow and evolve. His focus is on acting in the role of business mentor to help clients develop the full potential of their businesses. He joins clients on their unique journey, and provides the tools and knowledge they need along the way to make the right decisions.

Justin’s aim for his clients parallels his own philosophy and personal journey—focusing on his own career growth and business success while maintaining balance in his life with his wife and three daughters.

Daniel Carlino

Daniel Carlino

Senior Accountant & Xero Certified Advisor

Daniel Carlino is a Certified Practising Accountant and Xero Certified Adviser who loves helping Perth business owners to stay organised with respect to their accounting and tax. He has spent his career working in public practice, gaining experience in accounting systems such as Xero, MYOB and QuickBooks.

Daniel is born and bred in Perth, gained his B Bus (Accounting & Management) at Edith Cowan University and joined Omnis Group in 2018. Outside of work Daniel is now a keen cyclist after retiring his soccer kit. He also looks forward to reconnecting with family in Sicily whenever he travels. Read more

Justin Flavel

Peta Berry

Manager SMSF Solutions

Working across Omnis Group’s Accounting and Financial Planning businesses, Accountant Peta Berry has a strong background in self-managed super fund (SMSF) accounting and administration.

She joined Omnis Group in 2008 to run the SMSF Solutions Department, specialising in:

  • SMSF Administration
  • SMSF Preparation of Annual Financial Statements & Tax Returns
  • SMSF Compliance
  • SMSF Audit Management
  • SMSF Setup & General Advice

“We do everything and our clients don’t have to do anything,” says Peta. “We take care of things so they can fully rely on us to know what’s going on when it comes to their self-managed super.”

“I first started working in the SMSF niche and was able to give it my full attention as opposed to being an accounting GP. I quite like being a specialist and the fact that our clients are real people – helping mums, dads and families – rather than big corporations.”

Peta has built her career on being an SMSF specialist, having had roles in some of Perth’s top accounting and investment houses.

“Currently people have lots of questions about Australia’s recent super reform which are full on and they don’t have their heads around it. Being so confusing it’s important that they ring us when they have questions,” she added.

A fan of the ‘Work Hard Play Hard’ approach to life, outside of work Peta competes in hockey and touch football. Her touch footy team won the 2018 Over 40s State Championship and she played on the Hockey Grand Final Masters winning team in 2017.

Multi-faceted Peta is a devoted mum; she coaches kids’ hockey, is a member of the primary school Board and also speaks broken Japanese having lived in Japan for a year. Most weeks she bakes a cake and brings it to the office (chocolate brownies and orange cake are particular faves).

“I find the best thing is our give and take,” Peta says. “Working cohesively is mutually beneficial to the team and helps us achieve balance which is important.”

Peta Berry CPA is a member of CPA Australia. She attained her Bachelor of Business in Accounting from Edith Cowan University.

Daniel Carlino

Daniel Morcombe

Senior Financial Planner

Omnis Group’s Daniel Morcombe is an experienced financial planner and personal risk advisor who helps business owners, medical specialists and retirees to manage their often complex financial affairs to build and protect their wealth so they may enjoy a life of financial security and choice.

Daniel’s clients share key characteristics; as business owners and medical specialists both young and established professionals – they experience considerable time pressure; as high-income earners they have financial complexity that regularly traverses personal and business matters, and in retirement Daniel’s clients require advice for reliable income streams and wealth protection strategies.

A financial services professional with advanced qualifications since 2002, Daniel’s considerable financial knowledge is matched by his ability to build strong and genuine personal relationships. Firmly focused on helping people, he strives to make a difference though financial education, mentoring and leadership that enables his clients to protect their livelihood and grow their wealth.

Driven to truly understand his clients’ needs, values and financial situation, Daniel often uncovers important matters some of which can have life-changing impacts.

Most notably, and as a result of his diligent fact-finding approach, Daniel identified an unclaimed trauma benefit for $720,000 that allowed a grateful new client to become financially secure following a difficult and trying time caused by serious illness.

Daniel understands that wealth means different things to different people.

By defining what money represents for each individual, he establishes a platform upon which a truly personal financial plan can be built. Regular reviews enable flexibility for whatever life may bring offering the opportunity to reset plans to accommodate changing needs while maintaining the financial discipline necessary for achieving the goals that make life meaningful.

He is astute, practical and most importantly accessible. Naturally patient and thoughtful, he mentors and supports his clients and understands that complex financial matters require clear explanation.

Daniel works closely with a range of specialised professionals – often accountants, solicitors and lenders – and considers all matters that in influence or contribute to outcomes.

He encourages collaboration believing his duty of care includes ‘fresh professional eyes’ to capture hidden opportunities and mitigate risks.

Daniel considers himself a ‘financial project manager’ integrating his clients’ personal financial affairs with their business matters. His advice includes strategies for superannuation and investment; personal risk; budgeting and savings; lending and debt management and tax efficiencies and estate planning.

By virtue of his ‘clients for life’ approach, Daniel’s advice is personalised, inclusive of overarching objectives and focused on achieving well-articulated financial goals. He anticipates needs, guides decision making and represents his clients’ best interests at every stage.

Personally…

Daniel is the outdoors type – cycling, camping with his wife and three children and following the AFL. He admits to being a one-eyed (and long-suffering) Freo supporter! For Daniel, participating (and getting his kids off technology!) is what life’s all about.

Daniel grew up in Moora, a rural community with a population of around 2,000 people in the Western Australian Wheatbelt. He attended school in Perth, later working in agriculture as a farm advisor. In this role, Daniel gained respect as a clear communicator able to consider big picture matters and translate complex issues into practical strategies. It is these qualities that continue to underpin his success as a financial planner today.

Whatever your needs and life stage, Omnis Group in Perth can provide you with comprehensive advice solutions, so contact us for a FREE, no Obligation Meeting today on 08 9380 3555!

Omnis Financial Planning Pty Ltd ATF OFP Unit Trust ABN 79331585748 is a corporate authorised representative (ARN 1006949) of NEO Financial Solutions Pty Ltd AFSL 385845 ABN 64 141 607 098

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

Monica Abate

Monica Abate

Client Services Coordinator

With an HR background, Monica thrives on organising and improving processes to make life easier for all involved.  She loves working within a team environment and supporting her coworkers to ensure work is completed efficiently.

Outside of the office Monica loves spending time enjoying our beautiful beaches and catching up with friends in Perth.

Gabrielle Fenwick

Gabrielle Fenwick

Receptionist

Gabby is the welcoming voice or friendly face that greets everyone when they visit or call us. Gabby looks after the whole team, ensuring we all know where we need to be and making sure the office runs smoothly.  We would be lost without her. She also makes a mean coffee, so pop in and visit soon to put her to the test.

Gabby’s interests include swimming, movies and enjoying time with her family.

Book in a Meeting

HEAR IT FROM OUR CLIENTS

In this environment we have the flexibility to innovate and change direction in a way you can’t in a big law firm. We don’t have that problem, so we have created a business that is different culturally in how we organise ourselves, which marries with Justin’s services and makes for greater efficiency. We can adopt Justin’s recommendations very quickly in a way that you can’t in a large firm. We’re using technology more than most in our profession – with Justin’s advice we continually explore ways to improve our business and invest in key areas. Strategic advice is good for our business to monitor and track where we’re heading. Justin can be frankly honest if you’re not performing which is a good thing. You need people to tell you the way it is. From my experience, I would definitely recommend Justin and Omnis Group. Justin is well supported by a network of other professionals so he thinks laterally about how his services can be provided to assist us and takes the trouble to really understand our business. Read more
Glen McLeod , Glen McLeod Legal
Glen McLeod
Omnis Group listened. They spent the time getting to know our business, what we wanted, what we needed and restructured our business reporting so that it became useful and timely, rather than just figures printed out for the ATO every quarter. The best thing about working with Omnis Group is that they understand how our desire to achieve a work-life balance guides our end goals. We feel in more control, no surprises. I now have confidence in our position and in our ability to make informed decisions. Justin and the team have an unparalleled ability to listen and provide solid, practical and timely advice. Omnis Group really understands and supports us and our health business. Read more
Elle , Registered Nurse and Medical Practice Manager
Omnis Group Health
Turfmaster Facility Management sought a change of accounting practice in 2001. After looking at many accounting practices of varied sizes, our directors settled on Omnis Group. On introduction to Justin our directors believed we had found an accountant with the same drive and determination to service his clients as we had. Together, we have both grown and evolved our businesses into proactive, service driven, value for money entities. With a friendly and professional approach, Justin has contributed greatly in the ongoing success of our business with his ability to assist our administration staff as well as providing up to date strategic tax planning advice at a company and personal level. We hope that our association will continue for many years to come as our businesses continue to prosper.
Brett Johnson , Director
Our company manages approximately 30 employees and contractors in a range of roles. We spend time researching and choosing those whom best meet our requirements of both trustworthy and reliable service to our business. A few earn our complete respect. Omnis Group is definitely one of them. Omnis Group oversees a range of responsibilities including cash flow control and general financial management. I also regularly discuss day to day matters with Justin and "bounce around ideas". During our past 3 years working with Omnis Group our business has strengthened financially and I feel relaxed knowing they are involved with our fiscal control. Justin and his team are a talented and trustworthy company and have our highest recommendation.
Charlie Ball , Owner
Before selling mum’s house I was still doing it mostly myself, but I couldn’t have done it as well without Omnis Group. I’m only interested in helping my family and Omnis Group have made it easy for us to get good results. They’re also great fun. Daniel keeps in touch with us all the time and looks after things. The ladies who look after reception are also great to deal with so I’m as happy as I can be. I always recommend Omnis Group whenever anybody asks. Read more
Ross Hutchinson , Happily Retired
Male
The moment I met Daniel, he said my ideas were not ridiculous and that everybody’s different. He reassured me that we all have the ability to accomplish what we set out to achieve. I have worked my entire life but always worried that I might not be financially fine. What’s good now is that I’m in a position to have certainty and Daniel has been great at helping get me there and has been insanely patient throughout the eight years we’ve been working together. Daniel helps me to plan, set budgets and reassures me when the wheels start turning, from purchasing and renovating property to holidays, travel and even planning for retirement. Read more
Shelley , Dentist
dentist