Omniwealth
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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Hoa is very helpful and explains things in a non-complex way. Also, quick in response with an answer, when I asked a question.

Adam

Maria's personable communication style with her extensive financial expertise and authentic ability to connect with a client unfamiliar with SMSF and investment processes is exceptional. The journey for me has resulted with a personalised financial plan with goals that are achievable for my personal situation. Throughout the journey with Maria she has impressed me with her professional approach to ensure I had a plan I would feel comfortable with.

Agnes

Maria has been my financial adviser for many years and her advice is always thoughtful and professional

Andrew

We are very happy with Maria, she is pleasant and very knowledgeable.

Angela

Maria is highly responsive and always available to answer my questions. She is patient and caring and is devoted to her clients and to their wellbeing. I would recommend her to my closest friends and family as someone in whom they could place their trust

Beatrice
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

Hoa is not only a smart financial advisor, she's friendly and enjoyable to work with. Always quick to respond, she's also across a wide range of issues. No complaints at all, ever

Clive

Aaron and his team have made what is never easy into something most pleasant, and in the nicest and most professional manner possible. We were kept up to date with requirements and progress, before and during the process. Aaron is extremely knowledgeable and the product solution he came up with for us will save us tens of thousands of dollars within the first few years, as well as paying down our debt instead of leaving it on interest only. Very highly recommended

Craig Priddle

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

David & Jaime Bohm

Aaron knew his stuff, took his time and came up with the goods - an excellent set of products.

David Rosen

Aaron made the financial approval process much easier. He was able to articulate financial details in a manner which was easily understood, he kept the process in line with our goals and decisions and also looked for 'best' options for us rather than easy options. He was across the whole process and manged it without us having to chase up or check, keeping us informed as required.

Denise Bennett
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

Hoa is a fantastic Financial Planner. Her knowledge and expertise are amazing. We are very pleased with our dealing to date.

Elechia
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've been dealing with Aaron for the past 3 months. Aaron is very passionate in what he does and takes the time to get it right the first time. Aaron has a high level of knowledge as a broker and shows professionalism second to none. Looking forward to working with you in the future. Thank you

Jason Muscat

Aaron provided clear and strategic advice that helped us navigate the loan approval process. Our circumstances were complex requiring transactions across four properties that eventually lead us to securing our dream home. We would not have been able to structure our affairs in a similar manner to achieve the same outcome without Aaron's help. Highly recommended

Jason Webster
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

Thought it would be a lot harder to switch banks, Aaron made it very easy and simple.

Jeremy Andison

I always enjoy my appointments with Maria. She addresses all my concerns and understands my needs. She has readily rearranged my portfolio so that my goals will be reached.

Jillian

We love working with Hoa. She is friendly, informed and always follows through.

Julia

Thank you Hoa for your professional direction and continual follow up and care in choosing the best possible insurance policy for me.

Julie-Anne

Aaron did what he said he would do when he said he would do it. The advice on structuring my loan from Aaron and James literally saved me over $10,000 a day from day 1! Everything was clear, simple and made easy for me which is all I can ask for!

Kieran Bowden

Financial advice is a little like medical advice in my view - you really need to feel both comfortable and trusting of the person you are working with and that's how I feel about Hoa. She has given me sound professional advice (which is a given) but it is in the care and kindness that she has provided it with that has made her an important part of my 'life team'.

Kris

I'm very happy with Maria's knowledge, expertise and support through our financial strategies. She is down to earth and very approachable, you'd be lucky to have her as your advisor.

Marcus

Aaron made refinancing simple. We would highly recommend him to anyone looking for a professional who cares about doing a thoroughly excellent job for his clients

Mark Holbert
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

I feel comfortable with Maria she is professional and knowledgeable and I feel she has my best interest at heart.

Maureen

I am very happy to recommend Aaron Fuda to anyone who is looking for someone to help with getting a home loan. During the process of my loan application, Aaron understood my needs and situation very well and this helped me in purchasing a property.

Mehri Agahi

Maria provides professional investment advice and is a pleasure to deal with.

Michael

Maria is a joy to work with due to her demonstrated enormous financial expertise and knowledge, her calm demeanour and practical approach to financial advice. As someone who has to take their shoes and socks off to count, I absolutely rely on Maria to support me with financial decision-making and more recently, the effective strategies to investing and transitioning to retirement. I highly recommend Maria.

Michelle

As I new client I am really only starting to get to know Maria. So far everything seems positive and I have high hopes for our future dealings.

Natalie
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

Maria spent time with me explaining the ins and outs of financial planning. For a novice like me her clear language and guidance is fantastic.

Philippa

For a non-financially minded person like myself, Aaron's advice was given in a way that I understood and trusted.

Philippa Ardlie

Hoa provides sound advice and is very understanding of my position and delightful to work with

Rhidian

Aaron made my loan application hassle free. He provided very clear advice in plain English and always kept me well-informed. Aaron made himself available at any time. I would highly recommend Aaron and the Omniwealth team to anyone who needs a mortgage broker.

Rhidian Harrington

Maria Dyson was recommended to me after having a self managed Superfund for twenty four years and losing my Husband it was a very daunting task. After her assurance to me and going through a process of phone calls and letters and forms to fill in it was reassuring to realise that everything would be alright and I was sure of a lasting trust there to move forward. I know it has been the right way forward and I'm forever grateful to her.

Rhonda
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.
Robyn

We had a great experience with Omniwealth. It was made simple and easy and without the hassle of dealing with all the hoops and forms you need to jump through. I would recommend Omniwealth over and over again as they are interested in actually helping you and breaking down barriers as opposed to putting up walls when it comes to the big banks.

Simon Clarke

A lot of time was invested in us making sure that we fully understood what it will take to reach our goal of a nice income in retirement

Stuart

Aaron handled the whole loan application process really well so there was minimal work for us to do. He answered all our queries and went the extra mile with regards to service. He got good rates for us, our loans through in a timely manner and everything went smoothly. What more could you ask from a broker?

Sylvia Sayers