Jason Benney-Morris

Omega Private Wealth Pty Ltd

Bronze
10 Yrs Experience
Mermaid Waters, QLD 4218

At ORION Financial Planning, we understand that planning your financial future can be a daunting task. That's why we've made it our mission to make the process as easy and client-focused as possible. W utilize technology as much as possible with a focus on innovation to improve the customer experience.

  • We understand your life goals and financial objectives are unique which will benefit from specific and measurable actions.
  • We know your time is valuable, so we've streamlined our process to be both quick and efficient.
  • And best of all, our services are affordable, so you can have peace of mind without breaking the bank.
  • We'll work with you to develop a comprehensive financial strategy that takes into account your unique goals and circumstances.

And with our transparent approach, we partner with you throughout the advice journey to insure you are informed, comfortable and remain on track towards your specific goals.

Choose ORION Financial Planning for a better, more personalized approach to financial planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Omega Private Wealth Pty Ltd

71 Rumrunner St
Mermaid Waters, QLD 4218

Opening hours

  • 8:00am – 4:00pm Wednesday
  • 8:00am – 6:00pm Monday – Tuesday, Thursday
  • 9:00am – 12:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638