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Optimum Financial Planning Warwick

Personalised financial strategies for a worry-free future.

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Bringing financial freedom since 2012

Optimum Financial Planning is a boutique financial planning practice based in Warwick, Queensland.

Our team of experienced financial advisers provides tailored financial advice designed to help clients make informed decisions about their financial future.

Supported by a dedicated team of professional support staff, we are committed to delivering a high standard of service and providing ongoing support throughout the advice process.

We work with individuals, families, small businesses, family trusts and a range of other entities, tailoring our advice to each client’s unique circumstances, objectives and financial needs.

Services we provide

Superannuation

Retirement Planning

Self Managed
Super Funds

Family Trusts

Shares/Margin Lending

Managed Funds

Investments

Debt Management &
Cash Flow

Insurance

Our team

Jackson Stark

Partner, Financial Adviser

Eliza Kelly

Financial Adviser

Sam Turner

Financial Adviser

Codie Brackin

Senior Paraplanner

Natasha McConville

Client Service Officer

Marissa Farrell

Implementation Officer

Nicole Adcock

Senior Client Service Manager

Talk to our team

To book an appointment, please call us on
07 4661 2940 or visit us at
116 Palmerin St, Warwick QLD.

Jackson Stark

Partner, Financial Adviser
Click here for my Adviser Profile

Jackson joined the Financial Services industry in 2012, gaining experience in both SMSF Accounting & Financial Planning, and has been providing advice to clients since 2016. Jackson specialises in planning for business owners, high income families and clients from a rural background. He has a strong background in investment markets, having previously worked within one of Australia’s largest stockbroking and wealth management businesses for over 10 years.

Understanding each client has a unique set of circumstances, he looks to understand the complete picture of a client’s situation to develop a tailored financial plan to meet their goals and objectives. Jackson loves having the opportunity to improve a client’s wellbeing through reducing their potential financial anxieties.

Outside of work, Jackson enjoys regular exercise and playing golf with friends, but has found a new passion in spending time with his young family.

Qualifications:

  • Bachelor of Commerce, Accounting and Finance
  • Advanced Diploma of Financial Planning
  • Accredited Aged Care Specialist
  • Member of the Financial Advice Association of Australia

Eliza Kelly

Financial Adviser​
Click here for my Adviser Profile

Eliza began her career in the financial services industry in 2018 as a Paraplanner while completing her Bachelor of Commerce at Deakin University, majoring in Financial Planning. Since then, she has successfully completed the Professional Year Program and transitioned into providing holistic financial advice.

Eliza is passionate about simplifying the complexities of financial planning. She strives to remove the stress often associated with financial decision-making and is committed to helping clients build clear, achievable pathways toward their financial goals.

Outside of work, Eliza enjoys visiting her family on their rural property, where she spent her childhood and now finds a peaceful escape.

Qualifications:
+ Bachelor of Commerce (Major in Financial Planning)
+ Completed Professional Year Program

Sam Turner

Financial Adviser
Click here for my Adviser Profile

Sam started his financial advice career as a Client Services Officer, progressing through the roles of Paraplanner and Associate before becoming a Financial Adviser. In his work, Sam focuses on eliminating the stress of financial uncertainty through expert guidance and personalised strategies, so his clients can focus on achieving their goals with confidence and peace of mind.

Education, Qualifications & Memberships

  • Bachelor of Business, Finance (University of Southern Queensland)
  • Graduate Diploma of Financial Planning (Kaplan)
  • Member of the Financial Advice Association of Australia (FAAA)