Alpha Omega Wealth Management (AOWM) is a financial advisory firm founded by owner and Director Michael Moursellas, with a focus on providing holistic fee-for-service financial advice. With over 20 years of experience in the industry, Michael established AOWM to offer tailored advice that is in the best interest of clients, free from any alignment to banks or institutions. The firm takes a long-term, whole-of-wealth approach, aiming to guide clients through their financial journey from beginning to end.
At AOWM, the process begins with gaining a deep understanding of each client’s individual goals, risk tolerance, and financial aspirations. By incorporating this knowledge into the financial planning process, the team at AOWM creates a comprehensive snapshot of the client’s path towards financial independence. Through informed, insightful, and disciplined advice, AOWM helps clients achieve their objectives with reduced risk and increased reliability, ensuring a tailored approach to each client’s unique circumstances.
Derived from the Greek alphabet, the name Alpha Omega symbolizes the beginning and the end, reflecting the firm’s commitment to guiding clients through their entire financial journey. AOWM’s philosophy revolves around providing clients with a personalized and transparent approach to financial planning, emphasizing long-term success and security. As a Corporate Authorised Representative of Synchron AFS Licence No. 243313, AOWM upholds the highest standards of professionalism and integrity in delivering financial advice.