Optimal Financial
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About Us

Optimal Financial Services has been providing professional assistance to its clients for over 10 years in the areas of superannuation and direct equity investments.

 

The Team

James Oliver

James Oliver - Managing Director

 - Authorised Representative of Optimal AFSL Pty Ltd

James has over 20 years experience in personal financial advice and is well qualified to help his clients achieve their financial needs and goals.

Qualifications:

  • Bachelor of Economics
  • Diploma of Financial Planning
  • Member of the Financial Planning Association (FPA) in Australia
  • Accredited as a Certified Financial Planner by the FPA
  • Member of the Institute of Chartered Accountants (ICA) in Australia
  • Accredited as a Financial Planning Specialist by the ICA

 

   
Tania Sciancalepore

Tania Sciancalepore - Authorised Representative of Optimal AFSL Pty Ltd

Tania holds the Advanced Diploma of Financial Services (Financial Planning) and has worked in Financial Services since 1991; undertaking a variety of roles including Client Services and Paraplanning.  Tania commenced with Optimal Financial Services in 2008 and takes pleasure in helping clients to achieve their financial goals.  When not at work, Tania enjoys spending time with her young family and catching up with friends.

   
Steve Sansovini

Steve Sansovini - Authorised Representative of Optimal AFSL Pty Ltd

Steve has over 16 years’ experience in financial services, this comprises 10 years in superannuation and 6 years in financial planning. Steve was an AMP Financial Planner for 4 years before joining Optimal Financial Services in March 2012. He has extensive experience in the fields of direct shares, Self-managed superannuation funds, low cost superannuation and personal insurance. He is well qualified to help his clients achieve their financial needs and goals.

Qualifications:

  • Graduate Diploma of Financial Planning (FINSIA)
  • Member of the Financial Planning Association (FPA) in Australia
  • Bachelor of Accountancy
   
Cathie Thomas

Cathie Thomas - Client Service Officer/Receptionist

Cathie has worked in the Financial Services Industry since 1983 and joined Optimal Financial Services in September 2004. Cathie holds a Diploma in Financial Planning and enjoys the diversity that her role provides. Cathie enjoys the relationship that she has with our Clients and prides herself on providing a high level of expertise, service and always a friendly welcome!  Cathie enjoys her lifestyle now her children are independent and looks forward to watching them excel in their chosen artistic pursuits.

Qualification:

  • Diploma in Financial Planning