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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Sofia Santagada

As Client Service Officer, Sofia's assignments are that of office support and the realisation of essential Investment Options (Aust) general operational procedures.

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.