Severiano Zatta

Oakview Financial

Silver
5 Yrs Experience
Southport, QLD 4215

Recent reviews

Oakview Financial

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

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Oakview Financial

AFSL 513068

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Severiano CHANGED OUR LIVES, and this is no exaggeration his service and attention to detail was second to none. We were up to our ears in old credit card debt and nobody wanted to help, Sevy found a way to manage our situation and we are now debt free!! OMG the stress this assistance has removed from our lives we may even manage to live to enjoy a retirement! Thanks is not a strong enough word"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I'm very happy with Sevy's service and feel confident that my super is in good hands."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sexy was very clear and explained everything and he was easy to understand and gave me confidence in his ability."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Severiano is one of the better advisers I've had the pleasure to get to know and work with he has offered to do a full consultation at our second appointment. His knowledge and care of my assets have been critical in recent time of volatility. His presence is always known available for me at any hour of the day and night, always available to give me information on current ways to better my situation in my family and self employed work."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sevy has been nothing but helpful and professional, combined with his extensive knowledge of planning he's helped me greatly improve my standing in super and provided me with top quality insurances. Can't recommend Sevy enough."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sevy was entirely professional and related the services provided in a clear manner. He made me feel confident in the services provided. I would highly recommend him."

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first met Sevy at the end of 2017. He immediately made me feel comfortable and he had my best interests at the forefront of his mind at all times. Sevy was in regular contact with me providing me updates on every step and was always contactable. Since meeting Sevy my financial goals are within my reach and I have him to thank for that. Would recommend to everyone and anyone who needs financial advice!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am extremely happy with Sevy's wealth of knowledge and advice. He helped me to get my super under-control and setup insurance to help protect me and my family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2021

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2017

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
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  3. Comment
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  5. Details

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