Vince Di Berardino

Oak Financial Planning

Silver
17 Yrs Experience
Kew, VIC 3101

Thank you for viewing my profile. I am an ASIC licensed and Fully Qualified Financial Adviser, I find great satisfaction in working with individuals and businesses to explore opportunities for wealth creation.

What I value most in my profession are the lasting relationships I build with my clients and the positive impact I can have on their lives over time.

My educational background includes a Masters of Financial Planning, along with a specialist designation as a Self-Managed Superannuation Funds (SSA™). With over 17 years of experience in Financial Advisory Services, I have gained valuable insights from working within both large institutional and smaller boutique financial planning practices.

My areas of advice are broad and include Self Managed Superannuation, Life and Disability Insurance, Income Protection, Shares, Debt and Cashflow Management, Exchange Traded Funds, Separately Managed Accounts, Education Savings Plans, Managed Funds, Investment Bonds, Superannuation, Pension Funds, Transition to Retirement strategies, and comprehensive Retirement Planning, including guidance on the Age Pension.

Beyond my professional commitments, I enjoy running and sport and am a parent to four children and enjoy spending time.

My commitment to all clients is to provide a clear and easily understandable explanation of the advisory process, the various options available, and potential solutions. I believe in dedicating the necessary time to ensure a thorough comprehension of their financial situation and the strategies we develop.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Oak Financial Planning

Level 3, 35 Cotham Rd
Kew, VIC 3101

Opening hours

  • 8:00am – 9:00pm Monday – Sunday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Owen Partners

AFSL 516624