
Optimo Financial’s principals, Hugh Bannister and Dr. Ken Stocks, began business life as mathematical modellers. For over 30 years they have used mathematical optimisation techniques to build energy and financial models and provide advisory services to a wide range of Australian and international clients including major banks, regulators and government policy advisers.
In 2009, they started to look to their own financial affairs and after learning about all the complex rules for super, tax and the pension, they realised it was another problem they could solve with optimisation. So they used their extensive experience in mathematical optimisation and long-term financial modelling to develop a financial strategy development software called Optimo Pathfinder.
The Optimo Financial team brings an innovative perspective to the challenges of financial planning with the goal of helping the industry provide Australians with affordable, high quality financial advice.

Aware Super
In uncertain times, it’s important to stay informed about your investments. At Aware Super, our diversified investment strategy …

ALTX
AltX, part of the AltX Financial Group, focuses on funds management through a digital alternative asset investment platform. …

LivePreso
We empower enterprise teams with the content and the platform to radically improve the quality and effectiveness of …

MoneyMind Profile
MoneyMind gives advisers a 360° behavioural profile of their clients – assessing beliefs, values, decision-making patterns, and risk …

Paradino
Paradino is an AI note taker that summarises any internal or external meetings into a template of your …

Pallas Capital
Partnering with Pallas Capital unlocks a wealth of financial and property expertise. Our team of Directors and Executives …