Collaborative

Optimus is a firm built to cater for the needs of clients. Business owners, family groups, seasoned investors and individuals with complex financial arrangements will all discover the services, products and solutions they need through Optimus Advisory.

But Optimus is different. It’s not just that we are committed to excellence and devoted to service. It’s not purely because we attract and retain the best people. It is not all due to our meticulous research and innovative approach to investing.

It’s because we do all these things and more. We bring the expertise from the different arms of our business together, and work constructively to promote the interests of our clients.

Innovative and Evolving

As a firm, we refuse to stand still. We are constantly evolving and discovering new strategies and techniques to help our clients grow and build wealth.

With licensed, professional advisers who are vastly experienced and possess market knowledge that is current up to the minute, Optimus Advisory are your trusted financial advisers.

Optimus clients not only get the best superannuation, insurance and retirement planning products on the market, they get to access the ideas and insights of the best advisers in the business.

Access and Opportunities

Optimus Advisory’s range of bespoke investment opportunities for the experienced investor are as diverse as they are well-designed.

There are many firms offer the same services but few that can boast the expertise and investment opportunities we offer.

Optimus have built an imposing network of long-term business relationships, forged over many years of transactions and honoured commitments. It is through these connections that Optimus are able to offer bespoke and unique investment ventures, usually initiated on the strength of detailed research and years of experience.

“Regardless of whether a market is rising or falling, now is still the best time to invest. There are opportunities in all markets.”

Shane Thompson, Director.

Our team

At Optimus, our staff are not only a group of qualified, talented and experienced financial services professionals – they are a true team driven to achieve outstanding results for our clients.

Shane Thompson

Director

Shane has 25 years’ experience successfully assisting investors achieve their investment objectives.

With a strong understanding of market dynamics, Shane advises clients and helps develop investment strategies to suit their objectives and risk profiles. Shane has proven time and again that great opportunities exist in markets that are either falling or rising.

Shane is an AFS licensed Responsible Manager, a qualified Financial Planner and specialist SMSF Adviser.

Rob Olde

With over 25 years of experience in financial services, property investment, capital structuring, and asset management, Rob is an experienced professional dedicated to identifying opportunities and excellence in the financial sector.

Rob holds a Diploma in Financial Services. And is a qualified Responsible Manager of Australian Financial Services Licenses, Rob brings a wealth of knowledge and expertise to every client engagement. His extensive experience provides a strong background in property, investment and looking for projects and investments which match a clients financial needs.

Shay Denison

Chartered Accountant & SMSF Adviser

With more than 13 years at Optimus Advisory, Shay has proven to deliver great insights and personalised service to clients. Shay is highly adept at managing all aspects of SMSF advisory and compliance and balances her responsibilities to observe investor confidentiality as well as meeting all aspects of the Australian Financial Services Licence (AFSL) requirements.

Shay achieves outstanding outcomes for clients and can make an equally outstanding key lime pie. Unfortunately however, Shay is understood to possess Gordon Ramsey’s temperament and vocabulary whilst operating in the kitchen.