Personal Financial Advice Sydney

Phone: (02) 9112 4300 | 264 George Street, Sydney, NSW

Omniwealth specialises in personal strategic financial advice and accounting and legal advice for small to medium enterprises. We hold our own Australian Financial Services License (AFSL 309643).

Omniwealth was established in 2006 with the goal to change the way people were financially advised in Australia. We hold our own Australian Financial Services License (AFSL 309643) and our financial advisers are all authorised to provide personal financial advice on Deposit products, Debentures, Stocks and bonds, Life insurance (personal and business), Managed investments, Investor Directed Portfolio Services (IDPS), Retirement Savings Accounts (RSA), Securities, Standard margin lending, Superannuation and Self-managed superannuation.

Omniwealth is also able to provide business advice on succession planning, structuring and meeting business growth objectives. Our accountants and legal advisers work together to ensure your small to medium business is set up to grow to where you want it to be.