Our People
Alfie Omega
Paraplanner
Bio
Alfie brings over eight years of experience and proficiency to the paraplanning aspect of the business. Alfie’s sole focus is maintaining the highest standards of data quality and he is committed to thoroughly understanding the clients’ financial circumstances so our advisors can provide the most optimal advice.
Education Qualifications
- Bachelor Degree in Business Administration majoring in Banking and Finance
- Certification in Xplan Software through Monarch Institute
Experience & Memberships
Area of Expertise
Your Complete Wealth Management Partner
Speak to us today to discuss your personalised financial strategy and discover how our expert team can help you achieve your goals.
