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Wealth Advisory
The Omega Wealth Advisory team’s prime objective is to provide
a solid
platform for all your wealth creation initiatives.
Ask about our Five Pillars Policy.
We do this by using a sound financial planning
and Risk Management framework, which we structure to suit your individual lifestyle needs
& objectives.
Omega Wealth Advisory offers a superior, comprehensive financial planning service and
has extensive experience as specialist financial advisers to professionals
and executives.
“When I was young,
I used to think that money
was the most important
thing in life. Now that
I'm older, I know it is.”
Oscar Wilde
The Omega team is constantly refining techniques and
abilities to ensure that you have the benefit of the
most relevant and effective strategies.
Our Wealth Advisory team is led by Managing Director,
Max Moodley
BA LLB CFP, a highly experienced senior financial adviser to medical specialists, barristers, business executives and other
professionals. As a Certified Financial Planner,
he has the highest level of expertise recognised
by the Financial Planning Association of
Australia.
Max has 10 years of experience as a financial planner in the high net worth market. He is a leading professional in the key areas of tax planning and asset protection. Max's specialist areas of expertise are business structuring, including the use of companies, trusts and super funds to obtain maximum cash flow efficiency.
Paul Rossi, B Ec, GDip Fin Planning (SIA) also a Director of the company, offers
similarly astute financial planning advice. He is highly qualified and has been advising health and other professionals for some years. Paul has acquired many specialist skills necessary to add real financial value. His areas of expertise include portfolio construction, direct equities and administration of self-managed super funds. Paul is an all rounder with sound knowledge of the various threads binding together a sound financial solution.
Download a
Financial Services Guide.
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