Bart has given me a clearer view of what I can achieve in my superannuation and explained the benefits of a better income protection plan if I did have to use it. All very helpful advice, which I've never received from previous financial planners, which I felt like other adviser I've used have provided a generic plan from a pre-sourced company without tailoring to my own situation. Bart was very particular on my situation and took into account what I wanted.
Oakview FinancialLevel 4, 12-14 Marine Parade
Southport, QLD 4215
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2017
- Years of experience 6
- Bachelor of Commerce (Financial Planning)