After 20 + years of working for some of the largest ASX listed companies including Macquarie Private Wealth, I established Alpha Omega Wealth Management (AOWM) and provide my clients personalised, holistic fee for service financial advice. AOWM’s advice is driven for the best interest of clients, not shareholder or managements benefit.
I see a great deal of poor, sub par advice still in the market. I see certain advisers who speculate on their clients investment funds and take excessive risk for unrewarded return. I have a set investment philosophy that is academically proven to work and is not based on could and should, but rather absolute certainty.
AOWM’s role is to guide and advise you through your long-term financial journey. Put simply Alpha Omega Wealth Management is the A to Z of financial advice. If there is an area I am unable to advice on, for example tax (accountant), establishing and refinancing loans (mortgage brokers) or estate planning (solicitors) I have a list of referral partners in my building that I guide my clients to use. These are separate businesses with the same goal to act in the best interest of our clients.
Expertise
My fees
At a glance
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Adviser status
Gold
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Alpha & Omega Wealth Management
Unit 3, Level 1, 159 Main StOsborne Park, WA 6017

Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313
