Optimal Financial Services has been providing professional assistance to its clients for over 10 years in the areas of superannuation and direct equity investments.
James Oliver – Managing Director
– Authorised Representative of Optimal AFSL Pty Ltd
James has over 20 years experience in personal financial advice and is well qualified to help his clients achieve their financial needs and goals.
Qualifications:
Bachelor of Economics
Diploma of Financial Planning
Member of the Financial Planning Association (FPA) in Australia
Accredited as a Certified Financial Planner by the FPA
Member of the Institute of Chartered Accountants (ICA) in Australia
Accredited as a Financial Planning Specialist by the ICA