Vince Di Berardino

Oak Financial Planning

16 Yrs Experience
Kew, VIC 3101

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.


  • 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 16
  • 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
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706