Director Shane Thompson established Optimus to offer sophisticated investors a different style of financial services and advice. Over 20 years, Shane has developed an intimate understanding of the needs of those with wealth and those keen to build wealth. Shane is 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.
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.
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.