Company Information

Get to know optimo financial pty ltd

Optimo Financial Pty Ltd is a privately owned and operated financial planning firm based in Brisbane, Australia. Established in 2008, the company provides comprehensive and tailored financial advice to individuals, families, and business owners. Their core services include financial planning, retirement planning, superannuation strategies, investment advice, and personal insurance. Optimo Financial operates as an Authorised Representative of Synchron (AFSL No. 243313), one of Australia’s largest non-institutionally owned financial advisory groups, aiming to help clients achieve their financial and lifestyle goals through strategic planning.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

Contact

Social

Company hasn't updated its information.

THIS SERVICE IS NOT AVAILABLE IN YOUR REGION

optimo financial pty ltd

Australia

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

Claim company Visit website

TrustScore unavailableNot enough score to display the trend.

Be the first to rate and review this company.

OVERALL SCORE

Others

--/10

Reviews

--/90

0 reviews

Provided by TrustFinance

TrustScore unavailableNot enough score to display the trend.

Be the first to rate and review this company.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.