Alpha Omega Wealth Management 159 Main Street, Osborne Park, Western Australia 6017
About the Business
Welcome to Alpha Omega Wealth Management (AOWM), a leading establishment in finance located at 159 Main Street, Osborne Park, Australia. At AOWM, our primary objective is to assist you in achieving what truly matters to you. We understand that everyone's financial journey is unique, which is why we take the time to deeply comprehend who you are, your current and future goals, and your risk tolerance.
By gaining this comprehensive understanding, we can provide you with tailored financial planning solutions that align with your individual circumstances. Our approach is rooted in a long-term perspective, recognizing that life is constantly evolving. We invest your core wealth strategically, using informed and insightful advice to reduce risk and increase reliability and certainty in achieving your objectives.
Please note that the information provided on this website is of a general nature and may not take into account your personal situation. We strongly encourage you to assess whether the information is suitable for your specific needs and, if necessary, seek professional guidance from a financial adviser.
AOWM Pty Ltd ACN 631 009 197 atf AOWM Trust, trading as Alpha Omega Wealth Management, is proud to be a Corporate Authorised Representative of Synchron AFS Licence No.243313. This affiliation ensures that we operate within the highest standards of professionalism and compliance, giving you peace of mind in our services.
Whether you are seeking to secure your financial independence, plan for retirement, or grow your wealth, Alpha Omega Wealth Management is here to support you every step of the way. Contact us today to begin your journey towards financial success and a brighter future.
Photos
Location & Phone number
159 Main Street, Osborne Park, Western Australia 6017, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Michael Moursellas and his team, over some 20+ years, - are a major part of the reason my partner and I are enjoying our financial independence in retirement - have been leading us in that journey from the early to later years - are such a trustworthy source of investment knowledge during the extent of the length of our relationship - have been very much committed to achieving excellence in integrity, professional capability and quality service in what the team provides - are always a highly commended recommendation for any family and friends seeking good financial planning advice - show enduring commitment to transparency wrt associated costs"
"We have had Michael and his team guide our finances since 2014. Our super funds are out performing our industry default funds and mine was a defined benefit fund. Our portfolio outside our super funds is also performing well with a good spread of options all paying relatively good dividend yields. Trust is a big thing in finance, and we have always been comfortable with Michael's confidentiality and guidance. We often recommend friends and family to Michael and his team and will continue to do so. Tony and Mary"
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