Optalife Financial Services
Optalife is a boutique financial services firm specialising in providing a comprehensive range of financial solutions designed and tailored to needs of Australians and their families. We are a young, energetic and dynamic team with one purpose in mind; to partner with, and provide our clients with clear, considered and objective advice to improve their quality of life and achieve their goals. For many Australians, achieving long-term financial and lifestyle objectives can be complicated and time consuming. Our approach is based on understanding every individual’s unique circumstances and creating tailor-made strategies that will help them achieve their goals. We pride ourselves on delivering strategic advice, adhering to the highest ethical and education standards while providing a high level of service and care. Our Values Integrity: We will do what’s right Accountability: We listen, consider, and take action Respect: We value every voice Teamwork: We will work together for our common purpose Excellence: We will strive for excellence in everything we do We're always ready to lend a hand. If you have questions or concerns about anything to do with your financial plans or situation, please do get in touch.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- GW
Gerald Wong
Director · General Business & Management
EmailPhone - SW
Samuel Wakefield
Senior Financial Adviser Director · Finance & Accounting
EmailPhone - BC
Brittany Collins
Associate Financial Planner Paraplanner · Finance & Accounting
EmailPhone - JA
Janacel Anton
Client Service Associate · Customer/Client Service
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Optalife Financial Services
4 distinct titles indexed · top 4 shown.
- 1associate financial planner paraplanner
- 1client service associate
- 1director
- 1senior financial adviser director
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