About Omega Financial Services

FINANCIAL ADVISERS JOONDALUP

HOW WE CAN HELP YOU?

Omega Financial Services provides easy to understand advice by using practical strategies and working closely with clients. This gives our clients peace of mind with their financial security and wealth creation while helping them to achieve their lifestyle goals.

Omega Financial Services offers personalised financial advice, tax advisory and full accounting services as well as finance broking. Our services are tailored to your individual needs and objectives.

Need Financial Advice?

Schedule a meeting or call 08 9300 3484 for further information.

MEET THE TEAM

Martin Milton
Financial Adviser

Martin commenced his career in the financial services industry as an Independent Financial Planner in South Africa. After his move to Australia 15 years ago and thereafter joining a large financial practice, Martin left to start his own financial planning practice.

Martin holds an Advanced Diploma of Financial Planning, his specialisation is on life insurance, superannuation fund advice, retirement and lifestyle planning.

Martin is passionate about sport, being a founding Western Force member and supporting his wife Jacqui who is a passionate AFL supporter. He also enjoys participating in golf, tennis and mountain biking.

Rose Cloete
Office Manager

As the Office Manager Rosa brings her Financial Accounting skills into managing the Omega Financial process with ease and flair.

She enjoys running and challenges her family to stay healthy by participating in a variety of outdoor activity.

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