Sevy Zatta

With a history of management, entrepreneurial spirit, Graduate Diploma in Financial Planning (GradDipFinPlan), Bachelor of Business (BBus), Diploma of Financial Planning (DFP), Practitioner Member of the Association of Financial Advisers (AFA), and currently completing a Master’s degree of Financial Planning (MFinPlan) with Honors from Griffith University, Sevy has completed formal education and tailored his training to accommodate and excel in the financial sector. While gainfully employed in various financial arenas across the world, from Multi-National Companies in London to boutique Financial Planning firms in Australia, Sevy has acquired an essential directorial skill set to uphold the position as Founding Director and Responsible Manager (RM) of OakView Financial Pty Ltd.

While completing further industry standards within the financial planning sector, Sevy has also completed and passed the Financial Adviser Standards and Ethics Authority (FASEA) examination, ensuring that a mutual and consistently high standard of advice is upheld between peers.

Sevy’s ability to build relationships and understanding of long-term financial strategies ignited a passion for financial planning and asset management, with a mutual vision and mission shared with Bart Ryan, together they founded OakView Financial with the vision of being the most trusted financial planning firm in Australia.

From humble beginnings, Sevy and Bart as Directors of OakView Financial sought further responsibility to ensure that they could provide clients with adequate advice, and further transparency, they embarked on the application process of obtaining an Australian Financial Services License (AFSL), which was approved by the Australian Securities and Investment Commission (ASIC). Sevy is currently the Responsible Manager (RM), along with Bart Ryan, of Oakview Financial to ensure the compliant running of the license.

Sevy has a love for nature and being outdoors, which led to co-founding a Non-For-Profit organization that raises subscriptions for campaigns to extract plastic from our oceans and waterways, as well as offsetting the carbon footprint in doing so to ensure a completely neutral process of cleaning up our planet.

With strong morals and a desire to ethically help others as a foundation, Sevy has proven himself within the financial industry by tailoring long-term holistic advice for couples, families, and individuals.