Welcome OptiWealth Clients
2nd Jun 2010
After 23 years as a successful financial adviser, Steven Jarick of OptiWealth Solutions, has made the decision to merge his business with Financial Index Australia Pty Ltd.
From Steve’s perspective, the decision behind the merger is one of forward planning and increased client security, and he believes working with a larger organisation like FIA ensures a growing infrastructure for the clients whilst also giving them the benefits of an industry leading financial planning culture.
Steve is excited about the merger and is pleased that even after 39 years in financial services, there's always more to learn.
Alongside Steve, we welcome Lauren Gaskell from OptiWealth, who will now be providing administrative support to our Bendigo Adviser team. We look forward to continuing to serve clients, as well as introducing new opportunities.
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives