I am Janice Choo , your Financial Visionary and the proud founder of Big Oak Financial Services. As you embark on a journey of financial transformation with us, allow me to share the essence of who I am and the commitment I bring to shaping your financial success.
Journey of Expertise: My immersion into the financial world commenced in the dynamic environments of accounting firms and banks. For 5 years, I delved into the intricacies of numbers and finances, yet it was during this time that I discovered my true calling—the captivating realm of wealth planning. Transitioning seamlessly from Superfund Accounting to Financial Planning, I laid the foundation for my enduring passion in wealth management.
Specialized Financial Advisory: With over 12 years of dedicated experience as a financial planner, I stand as a beacon of expertise. My specialization spans a diverse range of financial facets, including investments, superannuation, retirement incomes, estate planning, and personal insurances. My insatiable curiosity, innate talent, and commitment to continuous learning ensure that each client receives insightful and tailored financial strategies.
Guiding You Through Life’s Stages: My purpose is clear—to help individuals and families achieve their financial goals. I derive immense satisfaction from guiding people through life’s various stages, ensuring they stay on course with personally tailored strategies that seamlessly adapt to changing needs.
Expertise in Financial Foundations: Rooted in a comprehensive background in finance, my expertise extends to risk management acumen in insurance planning, wealth creation prowess, and an in-depth knowledge of education funds, estate planning, and retirement planning. These form the rock-solid foundation for my role as your Financial Planner.
Credentials and Associations: I am a proud member of the Financial Advice Association Australia (FAAA), a testament to my unwavering commitment to professional excellence. My educational journey includes a Bachelor of Business (Accounting) and a Bachelor of Computing from Monash University. Additionally, I hold a Diploma of Financial Planning and Cert IV in Finance and Mortgage Brokering, showcasing my dedication to continuous learning.
Life Beyond Finance: At Big Oak Financial Services, we believe in a holistic approach to financial well-being, and I embody this philosophy. Beyond the boardroom, I cherish quality time with my daughter, extended family, and friends. In my spare moments, I find serenity in yoga and excitement on the tennis court. My passion for the community shines through my volunteer work, dedicating weekends to imparting financial wisdom to the next generation in my local community.
Discover the unique blend of expertise, passion, and personalized service at Big Oak Financial Services. Your financial journey begins here, guided by a visionary leader who believes in creating a secure and prosperous future for you and your loved ones.
Janice has provided outstanding service and professionalism , being very thorough and patient with guiding me through my finances and is always just a call or text away if I need any advice .
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2011
- Years of experience 13
- Bachelor of Business (Accounting)
- Bachelor of Computing
Big Oak Financial ServicesCamberwell Place Shopping Centre, Suite 121, Tenancy 111, 793 Burke Rd
Camberwell, VIC 3124
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Lifespan Financial Planning