With a history of management, entrepreneurial spirit, Graduate Diploma in Financial Planning (GradDipFinPlan), Bachelor of Business (BBus), Diploma of Financial Planning (DFP), Practitioner Member of the Association of Financial Advisers (AFA), and currently completing a Master’s degree of Financial Planning (MFinPlan) with Honors from Griffith University, Sevy has completed formal education and tailored his training to accommodate and excel in the financial sector. While gainfully employed in various financial arenas across the world, from Multi-National Companies in London to boutique Financial Planning firms in Australia, Sevy has acquired an essential directorial skill set to uphold the position as Founding Director and Responsible Manager (RM) of OakView Financial Pty Ltd.
While completing further industry standards within the financial planning sector, Sevy has also completed and passed the Financial Adviser Standards and Ethics Authority (FASEA) examination, ensuring that a mutual and consistently high standard of advice is upheld between peers.
Sevy’s ability to build relationships and understanding of long-term financial strategies ignited a passion for financial planning and asset management, with a mutual vision and mission shared with Bart Ryan, together they founded OakView Financial with the vision of being the most trusted financial planning firm in Australia.
From humble beginnings, Sevy and Bart as Directors of OakView Financial sought further responsibility to ensure that they could provide clients with adequate advice, and further transparency, they embarked on the application process of obtaining an Australian Financial Services License (AFSL), which was approved by the Australian Securities and Investment Commission (ASIC). Sevy is currently the Responsible Manager (RM), along with Bart Ryan, of Oakview Financial to ensure the compliant running of the license.
Sevy has a love for nature and being outdoors, which led to co-founding a Non-For-Profit organization that raises subscriptions for campaigns to extract plastic from our oceans and waterways, as well as offsetting the carbon footprint in doing so to ensure a completely neutral process of cleaning up our planet.
With strong morals and a desire to ethically help others as a foundation, Sevy has proven himself within the financial industry by tailoring long-term holistic advice for couples, families, and individuals.
Sevy has professionally resolved several personal insurance issues for me over the years, that no one I'd dealt with previously could fix! It has honestly relieved me of a decade plus of ongoing stress and anxiety over these apparently unfixable matters which I'm very grateful for! Sevy has also been very accessible and forthcoming with his management of my personal super, something I've never experienced over 50 years of dealing with financial advisors/institutions! It's an enormous weight off knowing that Sevy and his always very professional and friendly staff are managing a lot of my vital day to day financial and insurance matters. I sincerely believe that you'd struggle to find another company that could genuinely look after these complex necessities of everyday life better!
Sevy is 100% customer focused. He's always available, timely, relevant and doesn't hesitate to fill you in on as much detail as you need to help you understand the investment strategy and how and why it works. Sevy is building Oakview Financial the long way round, on results and trust. Highly recommended.
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
I'm very happy with Sevy's service and feel confident that my super is in good hands.
Sexy was very clear and explained everything and he was easy to understand and gave me confidence in his ability.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2017
- Years of experience 6
- Graduate Diploma of Financial Planning
Oakview FinancialLevel 4, 12-14 Marine Parade
Southport, QLD 4215
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call