Co-directors Mark Keene and Shane Thompson established Optimus to offer sophisticated investors a different style of financial services and advice. Over 20 years, Mark and Shane have developed an intimate understanding of the needs of those with wealth and those keen to build wealth. Mark and Shane are ably supported by a team of professional and experienced staff.
Shane is a Private Client Adviser with a Diploma in Financial Planning and is a specialist SMSF Adviser. Shane has over 25 years’ experience in the financial services industry providing advice to private clients in the areas of superannuation, retirement planning, wealth accumulation, asset protection and private equity.
Holly joined Optimus in Dec 2016. She has a Diploma in Accounting and over 18 years’ experience in Customer Service and Administration roles. Holly provides valued support to the financial services department. When not in the office, Holly can be found coaching at her kids Little Athletics Club and dreaming of her next holiday destination.
Jason holds a Bachelor of Commerce (Accounting), Advanced Diploma of Financial Planning and SMSF accreditation. Jason has over 7 years’ experience in the financial services industry, also considerable experience in the art of house husbanding! Real financial planning is Jason’s passion. He believes in a balanced approach which takes into account the client’s entire situation, understanding individual needs, concerns and aspirations before tailoring a cohesive plan for the future.
Justin is a CPA and holds a Bachelor of Economics (Hons) and an Advanced Diploma of Financial Planning. Over the past 20 years, he has gained valuable experience in the areas of financial planning, wealth management, accounting and auditing. His combined experience, enables him to ensure Optimus continues to be highly compliant and client centric company. Away from the office, Justin loves spending time with family and friends, gardening and being a volunteer. He's really funny also :)
After taking a break from the workforce to raise two rambunctious boys, Shay resumed her accounting career in 2014. With 11 years experience across a number of accounting practices, including over 6 years here at Optimus Shay’s greatest satisfaction lies in truly understanding a client’s needs. She also makes a mean key lime pie.