Your path
to financial freedom begins with us.
Omura is for those
who want their wealth approached with intention and foresight.
We combine strategic insights, rigorous analysis and specialised solutions backed by expertise and diligence. Partner with our Sydney-based wealthy advisory firm that prioritises precision, risk management and
long-term financial security.
long-term financial security.
Omura’s Approach to Portfolio Management
A strategic and measured approach to financial growth.
Our impartial investment approach prioritises strategic decision-making, leveraging best-of-breed consultants. We put clients over convenience, which means considering alternative asset classes to strive for the best possible outcomes.
One year performance to 30 June 2024 vs Chant West Survey peers
Omura has updated Chant West’s chart to include our result above. You can find the original survey by visiting Chant West’s website (Media Release, 17 July 2024).
By balancing risk and reward, we aim to build asymmetric portfolios that align with long-term financial objectives. Rather than following trends, we draw on a broad range of insights and consider alternative asset classes to create strategies that are both thoughtful and nimble.
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At Omura, our goal is to deliver well-considered financial strategies that help clients move forward with confidence.
The Omura Investment Philosophy
A thoughtful and transparent approach to wealth management.
At Omura, our role extends beyond standard financial advice.
Whether considering active or passive investments, traditional or alternative assets, we assess every opportunity with a disciplined and unbiased perspective.
Our financial advisers evaluate investments based on their potential risk-adjusted after-fee performance rather than screening out optically expensive investments.
This selection process prioritises investments with a lower correlation to their counterparts, focusing on real diversification.
Our financial advisers evaluate investments based on their potential risk-adjusted after-fee performance rather than screening out optically expensive investments.
This selection process prioritises investments with a lower correlation to their counterparts, focusing on real diversification.
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We provide carefully considered strategies that adapt to change, with ongoing reviews to ensure they remain effective over time.
We take a proactive stance in investment management, making timely decisions based on market opportunities.
Our approach is grounded in thorough research, objective analysis and collaboration with industry experts to develop strategies for your financial goals.
We take a proactive stance in investment management, making timely decisions based on market opportunities.
Our approach is grounded in thorough research, objective analysis and collaboration with industry experts to develop strategies for your financial goals.
With Omura, trust is earned through expertise, diligence and a commitment to delivering well-informed financial solutions.
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the Omura Team of Australian Wealth Advisers
Behind Omura’s unique approach are proactive Sydney wealth planners and financial management experts.
Talk to our teamTerry Vogiatzis
Director
Director
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At Omura Wealth Advisers, we take a meticulous and strategic approach to financial management of your assets.
Our team of highly qualified financial experts provide tailored solutions that encompass investment strategies, superannuation planning, tax structuring and more.
Book a discovery callOur team of highly qualified financial experts provide tailored solutions that encompass investment strategies, superannuation planning, tax structuring and more.
Industry Awards
Terry has been recognised as a finalist in the IFA (Independent Financial Advice) Excellence Awards in the following categories:
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2024
Newcomer of the Year
2025
Innovator of the Year
Holistic Adviser of the Year
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 advisory sector. Terry also assisted in building a cryptocurrency as Chief Investment Officer which achieved a valuation of $60m.
Prior to providing advice, Terry worked as an accountant in the taxation and business advisory sector. Terry also assisted in building a cryptocurrency 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 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).
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Terry regularly contributes to reputable media publications
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Caitlin Georgiou
Client Relationship Manager
Director
Caitlin is a highly competent operations expert who ensures smooth client service while allowing Terry to remain the direct point of contact for clients.
With over 15 years in financial planning, Caitlin has worked across boutique wealth advisory firms specialising in life insurance, superannuation and investments.
Caitlin ensures every client receives seamless service, working closely with our advisors to execute wealth strategies with precision.
Caitlin ensures every client receives seamless service, working closely with our advisors to execute wealth strategies with precision.
Your Australian Wealth Planning Experts
Omura Wealth Advisers has a network of financial planners and wealth advisors in Sydney and beyond.
Partner with a dedicated financial planning firm with expert wealth planners committed to precision, strategy and lasting financial success.
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The Omura Advantage For Your Benefit
Customised wealth strategies designed to support your financial objectives, overall health and well-being
Proven Risk‑Adjusted Performance
A history of delivering strong, risk-adjusted returns
Esteemed by Australia’s Elite
Trusted by some of the wealthiest and highest-earning individuals in Australia, high-net-worth individuals and industry leaders
Outcome‑Driven Financial Expertise
A results-focused approach backed by financial expertise
Award‑Winning Thought Leadership
Recognised for thought leadership and strategic insight