Our business partners

AMP Financial Planning

Michael Flanagan & Optimise Wealth Management Pty Limited and are authorised representatives of AMP Financial Planning Pty Limited.

This association means we, and our clients, benefit from access to the considerable resources available through a large organisation. These benefits include research, technical support, financial planning tools and ongoing training.

Part of AMP Financial Planning Pty Limited’s ongoing training includes an Annual Practicing Accreditation (APA). The APA is an AMP Financial Planning Pty Limited initiative that tests our knowledge and practical application of strategies for superannuation, retirement, risk protection, taxation, portfolio construction, industry regulatory requirements and more.

The implementation of the APA and associated planner development programs ensure you are dealing with financial planners who have up–to-date knowledge in the areas of advice they are providing.

Mercer Investment Consulting

We live in a global economy. This means all of us need a global perspective when dealing with investments and the economy.

AMP Financial Planning selected Mercer Investment Consulting to assist us with every aspect of investing.  This includes investment strategies, fund manager analysis and selection, portfolio construction, superannuation fund comparisons, and a range of special projects.

With 25 years marketplace experience and some 58,000 staff in over 100 countries, Mercer evaluates world and capital market trends and manages proprietary computer databases that support informed financial decision making.

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