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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, designed for
sustainability.
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
LLB CFP
SSA LREA. He is 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. He is also a a
Specialist Superannuation Adviser, accredited by
the Superannuation Professionals Association of
Australia.
Max has 15 years of experience as a financial planner in
the high net worth market. He is a leading professional
in wealth accumulation 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 & asset
protection.
Paul Rossi, BEc, GDipFinPlanning(SIA)
is
also a Director within the Group and offers similarly astute
financial planning advice. He is highly qualified and
has been advising health and other professionals for
many 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 our Financial Services Guide.
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