About | The Omniwealth Investment Commitee

The Omniwealth Investment Committee

Freedom comes with responsibility. Omniwealth has a responsibility to provide our clients with clarity and guidance about what the investment landscape looks like both in the short and long term.

An investment specialist should comment on the market based on what they truly believe, not on what investors may want to hear. Unfortunately, many investment experts represent large organisations whose core business relies on investor inflows. Protecting these inflows is paramount and good news is favoured over bad.

The Omniwealth Investment Committee (OIC) consists of members that have a set of unique skills and specialise in their field. Although the members complement each other, they each look at markets differently. So while this encourages healthy debate it ultimately benefits their Omniwealth adviser, which helps them advise their clients with clarity and in a well-informed manner.

The OIC meets monthly and the results of the meeting are available for immediate use allowing us to make necessary changes in any market environment.

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James Grima

Managing Director - Finance

James has over 33 years of experience in the finance in...

Andrew Zbik

Senior Financial Planner

Since 2009, Andrew has been ...

Maria Dyson

Senior Financial Planner

With more than 20 years expe...

Hoa Tran

Senior Financial Planner

Hoa’s career began in the f...

Luke Graham

Head of Property Research

Luke incorporates academic and industry research spanni...

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As a small business owner, it is important to us that our business is able to receive timely and accurate support on a wide range of taxation and business issues. In the past year the team have assisted us transition through a total business re-structure and have remained on call to answer all our questions throughout this process. They have a knack for explaining things in a language that we can easily understand.
Belinda Jackson

We are very happy with the expertise and client-focussed attention that Hoa provides.

David & Jaime Bohm
My partner and I realised that we needed to plan for our financial future, but with so many products and different ways of investing, we quickly came to the decision to seek professional advice. Aaron Greaves and Ashley McSweyn have provided us with a service which has been nothing short of brilliant. The fees we have and are paying Omniwealth are proving to be an investment that has already more than paid for itself. Omniwealth is proving to be one of the best financial decisions we have ever made.
Dr Peter Loughlin
We first engaged with Aaron and the team back in 2009 and since then they have helped us not only start to build real wealth but also to protect and grow what we have during the recent challenging times. When opportunity knocks they let us know and when we have concerns they are there to guide, educate and support us. Thanks Omniwealth!
Elliot and Jess Miller
We have found your service to be of the highest level of professionalism. Your level of integrity and respect toward us as clients is outstanding. This is of great value and therefore we treat your advice accordingly.
Gordon MacAuley

Nothing is a problem for Hoa, what ever help you ask for she is always there for you.

Ian Dart

Hoa's advice and service has been first rate - everything Hoa does inspires trust and confidence that we're in good hands, and that our goals will be achieved.

Jamie Reeves and Trudy Doelman
I am a self employed Beauty Therapist. I have with Omniwealth for almost 6 years. They have such a great way of making sense of money. They gave me some great “tools of advice”, and then took it so much further than just advice. They helped solve my financial problems. Within a 12 month period, they showed me how to clear a large debt. I now have a much better understanding of ‘what to do’ and ‘what not to do’ and I actually know what my future will look like.
Jenny Dixon
Working with Omniwealth Accounting and Audit has been an absolute pleasure since the beginning. It was such a weight off my shoulders to finally find an accountant who took a genuine interest in my business. They are not only extremely capable, but their dedication to ensuring the best outcome for my business, on the small things as well as the big picture issues puts my mind at ease.
Mark Norris
Since changing our accountants to Omniwealth Accounting and Audit, we have noticed an extraordinary improvement in the efficiency of the handling of our taxation and financial matters. The communication lines are always open and advice is provided when it is needed. It’s like having an accountant working for us full time.
Nathan Walker
Omniwealth Mortgage and Finance was like a first home buyers dream. They helped at every stage giving advice and taking care of all the bank loans and paper work. It made the whole process so much easier than I expected. Their knowledge of the market meant I ended up getting the best deal, and mortgage repayments that are lower than what my rent was.