Esteban Garzon

Oakwood Wealth Management Pty Ltd

Bronze
9 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. Get in touch

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 9
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Oakwood Wealth Management Pty Ltd

Level 8, Chadstone Tower 1, 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