Optima joins AGS Financial Group

We are pleased to announce that the team at Optima Group have joined AGS as part of the retirement & succession plans of Principals Richard O’Brien and Greg Sokolnikoff. 

Optima is a long standing Accounting, Planning and Finance business based at Baulkham Hills, and has a team of 7 continuing on to further a fine tradition of advice and service to clients.

Both parties saw a good fit, with AGS bringing a sizeable team and the necessary experience to enable continued delivery to clients in the absence of Greg & Richard, while for AGS the benefits include great staff and clients, and an additional, convenient location.

We’ve since had Senior Accountant Brett Heckenberg commence at the Norwest office, along with a regular presence from a number of AGS staff working closely with the Optima Wealth team, and together we are confident we can continue and enhance an excellent tradition of advice and service to the Optima clientele.

Published : 16 Sep 2015

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