The IOA team, consisting of a Senior Certified Financial Planner, a Senior Financial Planner, a Financial Planners' Personal Assistant, Support Assistants and Client Services Officers, has the back-up support of a Technical Services Team.

This team, headed by four qualified and experienced Technical Managers supporting seven Para-planners and technical analysts, use their knowledge and experience as a team - collaborating with, and drawing on the expertise of each member to achieve your needs and objectives.

The IOA team has a wide array of experience, skills and knowledge in all aspects of financial planning, personal investment and portfolio management. The team will ensure that your plan covers strategic issues, product selection, gearing, income projections, tax, superannuation, Social Security issues, estate planning and insurance.

Frank Santagada CFP Dip FP
Frank has over 22 years’ experience providing strategic financial planning services and advice. He assists clients of all ages and circumstances with a variety of financial planning and investment solutions to achieve their objectives and solve complex problems.

Frank has in depth knowledge of superannuation and retirement issues and considerable experience in the establishment of practical wealth accumulation strategies.

He is skilled at helping people take control of their financial lives and explaining their options for saving and investing for the future.

Frank can assist clients with all aspects of financial planning and investment and has extensive experience in building income streams, portfolio management, trusts, social security, aged care and accommodation issues.

His clients include generations of families, with many younger clients referring their parents to him.

Frank is a passionate advocate for improving industry standards and helping people better understand planning and investment issues.

Certified Financial Planner (What is a CFP?)
Diploma of Financial Planning
Certificate IV in Financial Planning
Associate Member of the Financial Planning Association of Australia Ltd (FPA)
FPA Foundation DFP Award
Commissioner for Declarations

Frank Santagada - Adviser Profile

Securitor - Investor Information Flyer

Securitor - Financial Services Guide

Your Privacy with the Asgard Wealth Solutions

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Andrew Cook Dip FS (FP)

Andrew has a wealth of experience in the finance industry spanning more than 24 years. His extensive involvement in Business/Corporate Finance has seen him deal with a broad range of clients from first home owners to high net worth individuals. He brings with him an in-depth knowledge of the mortgage industry (residential and commercial) and considerable experience in the establishment of investment finance and asset protection strategies.

Andrew possesses the admirable qualities of high-level organisation, professionalism and respect. His vast experience in credit assessment, together with his substantial knowledge of lending policy ensures that the correct proposal is developed the first time. The exceptional combination of many years in the finance industry and his successful completion of the Diploma of Financial Services (Financial Planning) ensures all factors are taken into consideration when formulating investment strategies.

It is his commitment and dedication to the implementation, maintenance and improvement of the Investment Options (Aust) operational procedures and standards that seats Andrew in high esteem by his peers. With his passion for effective and appropriate financial planning strategies, Andrew is an asset to both the practice and clients.

Jessica Kimberley

Her innate organizational skills and articulate nature ensure the integrity of Investment Options (Aust)'s work ethics. Jessica is committed to client satisfaction through effective executions of internal operations and procedures.

Katie McPhee

This comprises client liaisons; office communications; and general practice procedure implementation. She provides administrative and personal assistance support to the members of the IOA team.

Katie epitomises outstanding client service and displays a meticulous allegiance to support Investment Options (Aust)'s Mission Statement, Vision and Values.

Sofia Santagada

With an Associate Diploma of Business (Travel and Tourism), Sofia has an extensive knowledge of finance and foreign currency transactions.

Sofia has been a fundamental member of the Investment Options (Aust) team for the past 12 years whereby she has filled various roles and thereby gained a concise understanding of Investment Options (Aust).s devotedness to financial planning.