James Oliver Managing Director
Qualifications
- Bachelor of Economics
- Diploma of Financial Planning
Memberships /Associations
- Accredited as a Certified Financial Planner (CFP®) by the Financial Advice Association Australia (FAAA)
- Member of the Financial Advice Association Australia (FAAA)
- Member of Chartered Accountants in Australia and New Zealand (CA)
- Accredited as a Financial Planning Specialist by CA
- Member of Boutique Financial Planning Principals Association
- Managing Director
- Financial Adviser
- Authorised Representative
James has been practising in financial services since 1985 and has established himself as one of South Australia’s most experienced financial planners and investment advisers.
James established Optimal Financial Services in 2003 to provide private clients with professional advice in the areas of superannuation and direct equity investment.
He is the Chief Investment Officer and Portfolio Manager for the firm and is responsible for the firm’s investment strategies. He enjoys assisting clients in reaching their retirement goals.