Esteban Garzon

Oakwood Wealth Management Pty Ltd

Bronze
10 Yrs Experience
Chadstone, VIC 3148

Senior Financial Adviser and Director of Oakwood Wealth Management Pty Ltd a boutique Financial Planning practice based out of Chadstone Victoria.

I provide clients a holistic service based on their current circumstances and future goals.

I strive to develop a profound long lasting professional relationship with all of my clients.

Proficient in Superannuation, Investments, Retirement Planning, Personal Insurance, Tax Financial Advice and Cash Flow Management.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

We offer Fee for service and Ongoing advice Fee options. Fee's are subject to complexity of the Advice

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Spanish

Oakwood Wealth Management Pty Ltd

Chadstone Tower 1, Level 8, 1341 Dandenong Rd
Chadstone, VIC 3148

Opening hours

  • 9:00am – 2:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892