Dave Roberts
Oakmont Financial Group
Dave has specialised in providing high quality life and disability risk insurance advice to Australian businesses and individuals for 35 years. In 2012 he was nominated for the AFA National Adviser of the year award. Dave worked for three life insurers in his early career before putting this broad financial services knowledge to good use as an insurance broker, establishing Life & Benefits in the year 2000 which then merged with Aldus Financial Services to form Oakmont Financial Group in 2017. Over the last 20 years Oakmont has won numerous nominations and awards including regional and national practice of the year and adviser of the year awards.
Expertise
My fees
As a specialist risk insurance adviser, we operate on a brokerage basis
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 1986
- Years of experience 38
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Highest qualification
- Master of Business Administration
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Language spoken
- English
Oakmont Financial Group
Level 3, 220 St Georges TerracePerth, WA 6000
Opening hours
- 7:00am – 5:00pm Monday – Friday
Licensed by
Australian Unity Personal Financial Services Ltd
AFSL 234459
