FASEA Qualified Financial adviser with Master of Financial Planning including SMSF specialist designation with 15+ years advice experience. I have four children and enjoy family time, reading and sport.
Taking time to explain the advice process, options and potential solutions in an easy to understand and clear manner is my objective with all clients.
My approach to advice is to develop and review client strategies which are of benefit in the short term but also sustainable and effective over the longer term.
I have worked for both large Financial Institutions as well as smaller boutique firms and have assisted various clients in the areas of Protection (Insurance), Wealth Creation, Superannuation, Investment, Retirement and Estate Planning.
I would be grateful and welcome the opportunity to assist you and your family, Vince.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Oak Financial Planning
Level 3, 35 Cotham RdKew, VIC 3101
Opening hours
- 8:00am – 9:00pm Monday – Sunday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706