Jonathan Omme
Financial Adviser
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About
Jonathan Omme is an ASIC-registered financial adviser based in Osborne Park, WA, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Jonathan holds a Bachelor of Commerce from Curtin University of Technology (2002) and a Diploma of Financial Services (Financial Planning) from Tribeca (2007). Furthering his expertise, he also completed Margin Lending certification with Kaplan in 2010. As a member of the Financial Advice Association of Australia (FAAA), Jonathan adheres to the highest ethical and professional standards. Jonathan is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create holistic financial strategies designed to meet your unique needs and aspirations. Whether you're looking to grow your wealth, protect your family, or plan for a comfortable retirement, Jonathan has the expertise to guide you. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Advice on Securities, Retirement Savings Accounts, and Government Debt Securities Ready to take control of your financial future? Contact Jonathan today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Jonathan Omme offer?
Jonathan Omme provides advice on superannuation, insurance, wealth management, and retirement planning, as well as various investment products.
What are Jonathan Omme's qualifications and experience?
Jonathan holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), and a Margin Lending certification. He has been working as a financial advisor since 2007 and is a member of the FAAA.
How does Jonathan Omme tailor financial advice to individual client needs?
Jonathan takes the time to understand each client's unique circumstances, goals, and risk tolerance. He then develops a personalized financial plan designed to help them achieve their objectives.
What can I expect during my first consultation with Jonathan?
During your initial consultation, Jonathan will discuss your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting helps determine if his services are a good fit for your needs.
How does Jonathan stay updated with the latest financial regulations and market trends?
As a member of the FAAA, Jonathan participates in ongoing professional development to stay informed about the latest changes in the financial industry. He is committed to providing clients with accurate and up-to-date advice.
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