We are pleased to announce that the team at Optima Group have joined AGS as part of the retirement & succession plans of Principals Richard O’Brien and Greg Sokolnikoff.
Optima is a long standing Accounting, Planning and Finance business based at Baulkham Hills, and has a team of 7 continuing on to further a fine tradition of advice and service to clients.
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.
We’ve since had Senior Accountant Brett Heckenberg commence at the Norwest office, along with a regular presence from a number of AGS staff working closely with the Optima Wealth team, and together we are confident we can continue and enhance an excellent tradition of advice and service to the Optima clientele.
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.