Steve Roberts
Oakmont Financial Group
Steve is a Master of Financial Planning (MFinPlan) and Director of award winning WA firm, Oakmont Financial Group.
Steve's experience spans over a decade, specialising in Wealth Protection and Business Succession planning. His passion is partnering with Families, Professionals, SMEs and Corporates to develop a tailored plan, suited to their specific needs.
Expertise
My fees
For Risk Insurance Strategies we receive commissions from the insurer for placing the business. This is no additional cost to the client and eliminates any direct fees needing to be charged. For complex cases, an SoA fee may be charged.
For Financial and Estate Planning we charge upfront and ongoing fees, methodically calculated per the scope of advice and charged on a flat dollar basis.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 4
- First year providing advice 2015
- Years of experience 8
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Oakmont Financial Group
Level 3, 220 St Georges TerracePerth, WA 6000
Opening hours
- 8:00am – 4:00pm Monday – Friday
Meeting methods
-
In person
-
Phone
-
Video call
Licensed by
Australian Unity Personal Financial Services Ltd
AFSL 234459
