Bartholomew Ryan

Oakview Financial

5.00
1 Review
Silver
5 Yrs Experience
Southport, QLD 4215

Recent reviews

Oakview Financial

Suite 4 Level 3, 12-14 Marine Parade
Southport, QLD 4215

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Licensed by

Oakview Financial

AFSL 513068

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Bartholomew's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Bartholomew able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Bartholomew's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Bartholomew to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Bartholomew?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Bartholomew provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Bartholomew may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Bartholomew Ryan
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens