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
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
- Number of reviews 4
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- Spanish
Oakwood Wealth Management Pty Ltd
Chadstone Tower 1, Level 8, 1341 Dandenong RdChadstone, VIC 3148

Opening hours
- 9:00am – 2:00pm Saturday
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
