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Omega Wealth
financial-services
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About Omega Wealth

CEO, Michael Aley, gained extensive business experience in the world of commerce before entering the financial planning industry. Registered with the Financial Services Board through Omega Wealth (Pty) Ltd as well as with the Financial Planning Institute as a Certified Financial Planner also with the SAICA as a Chartered Accountant (SA) and with the CFA Institute of Charlottesville , Virginia ,as a Chartered Financial Analyst Charterholder, Michael has been accredited with the FSB as a “Fit and Proper’ consultant to advise on a wide range of products with various institutions. He has a broad range of knowledge and expertise in the financial planning industry, specialising in Personal Risk Assurance and Wealth Management, with experience in local and offshore investment, as well as all aspects of financial, estate and business planning and consulting.

In terms of the Financial Advisory and Intermediary Services Act No. 37 of 2002, Omega Wealth (Pty) Ltd has been approved by the Financial Services Board as an authorized financial services provider and its FSP number is 45461.

We may provide the following financial services:

  • Long-term Insurance Categories A, B and C
  • Retail Pension Benefits
  • Pension Fund Benefits
  • Collective Investment Schemes
  • Health Service Benefits

 

 
  • Year Founded :
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