Steve Roberts

Oakmont Financial Group

9 Yrs Experience
Perth, WA 6000

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.


  • Insurance Protection
  • Small Business Advice
  • Wills & Estates

My fees

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

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 4.94
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Oakmont Financial Group

Level 3, 220 St Georges Terrace
Perth, WA 6000

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Meeting methods

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

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459