Why Omura exists

Omura was founded with the vision of providing high quality financial advice to everyone, at a fair cost. 

Omura is named after a whale, as we believe everyone deserves to be treated like as such. Unfortunately, this “whale treatment” is historically reserved for ultra-high net worth individuals.

Our high-profile client experience and genuine boutique structure allows us to avail this rare and unique service level to the average person.

Whale treatment:

🐋 Service: We lay out the red carpet for everyone. We have experience dealing with time-poor executives and know how to reduce the burden of administration.

🐋Strategy and advice: You will receive advice from an industry expert that can think outside the box, has experience dealing with ultra-high net worth individuals, and complex affairs.

🐋 Investment: Our portfolios are amongst the best performers in the industry. We have partnered with the best asset allocation consultants and investment managers to bring you best-of-breed portfolio management.



Advice Team:

Terry Vogiatzis - Director

Terry spent the majority of his career providing financial advice at one of Australia’s largest Wealth Management firms to ultra high net worth clients. Prior to providing advice, Terry worked as an accountant in the taxation and business adviory sector. Terry also assisted in building a crypto-currency as Chief Investment Officer which achieved a valuation of $60m.

Education:

Terry has completed the CFP® certification, which is the highest level of financial planning designation worldwide.

Terry also holds a Bachelor of Commerce from Macquarie University, has completed an SMSF Specialist course from DBA Lawyers, and a Diploma of Financial Planning from Kaplan. 

Terry’s areas of expertise include:

  • Superannuation strategies

  • Retirement planning

  • Investment portfolios and asset allocation

  • Structuring for taxation and asset protection 

  • Succession and Estate Planning

  • Personal risk insurance

  • Debt strategies

Terry Vogiatzis is an Authorised Representative (ASIC No. 1238576) of Lifespan Financial Planning (AFSL No. 229892)

Caitlin Georgiou - Client Manager

Caitlin has over 15 years of experience in the Financial Planning industry. Caitlin has worked as a Client Services Manager for a range of boutique advice firms, specialising in life/risk insurances, superannuation and investment products.