Steven Roberts

Oakmont Financial Group

Gold
7 Yrs Experience
Perth, WA 6005
Steven joined the financial services industry in 2011, working in several back office capacities both in Australia and North America before becoming an Authorised Adviser in 2015. With a desire to provide his clients with specialist advice, Steven has completed a multitude of qualifications including most recently a Masters of Financial Planning. With the view that no situation is the same, Steven enjoys working with you to ensure that you achieve complete peace of mind by knowing that a tailored plan is in place to protect you, your family or your business.

Expertise

  • 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 advice 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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Oakmont Financial Group

R M Smyth House, 938 Hay St
Perth, WA 6005

Opening hours

  • 7:00am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.95
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Steven has provided me with advice and a service that you can't put a price on. Steven and the Oakmont team keep in contact regularly and ensure my Insurances are up to date and I am getting value for money. I highly recommend Steven for all things finance and insurance. 10/10!"

  • Insurance Protection
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven has given me advice in areas of personal insurances. Steven was always able to explain coverage to me in a clear and concise manner. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steven's full care and attention when I needed it."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steven was very responsive to my queries on existing life policies for myself and my wife. He provided great advice and solutions and saved quite a bit of premium whilst increasing the overall coverage which was a great result."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Insurance Protection
  • Tax Strategies
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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