Exciting News for AGS Baulkham Hills
Further to AGS' acquisition of Optima Group in September 2015, we are pleased to announce that from Monday 1st May 2017 the office at Baulkham Hills will operate only as AGS Financial Group.
In the time since take over, we have combined the benefits of a larger team of specialised professionals, together with the same high standards of personal service that Optima Group was built on. Our policies and procedures have been successfully merged and recently the office at Baulkham Hills has undergone a refreshing facelift with a complete rebrand to AGS.
AGS Financial Group and Optima first joined forces as part of the retirement & succession plans of Principals Richard O’Brien and Greg Sokolnikoff.
Both parties saw a good fit, with AGS bringing a sizeable team and the necessary experience to enable continued delivery to clients in the absence of Greg & Richard, while for AGS the benefits include great staff and clients, and an additional, convenient location in Baulkham Hills.
As always please contact us for any advice or assistance.
AGS Financial Group Pty Ltd, ABN 70 093 990 946, trading as AGS Financial Group, are authorised representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 (Australian Financial Services Licence No. 232706). Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. AGS Accounting Pty Ltd is a member of Chartered Accountants Australia & New Zealand. Liability limited by a scheme approved under Professional Standards Legislation. Any advice on this page is general in nature and does not take into account your personal objectives, financial situation or needs. Accordingly, you should consider the product disclosure statement for any product and your own objectives, financial situation and needs before acting on this information and before acquiring a financial product. You can obtain a copy by contacting us on 02 9966 8188.
Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP), AFS Licence No 232706. Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. AGS Accounting Pty Ltd is a member of Chartered Accountants Australia & New Zealand. Liability limited by a scheme approved under Professional Standards Legislation.