Dave Roberts

Oakmont Financial Group

Gold
36 Yrs Experience
Perth, WA 6005
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

  • Insurance Protection
  • Small Business Advice
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

As a specialist risk insurance adviser, we operate on a brokerage basis

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1986
  • Years of experience 36
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Oakmont Financial Group

R M Smyth House, 938 Hay St
Perth, WA 6005

Opening hours

  • 7:00am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

5.00
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Clear communication
5.00
Knowledge & expertise
5.00
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5.00
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5.00

"Dave is very professional and answers your questions in a easy to understand manner"

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

Qualifications & Training

Financial Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Life Insurance

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Asia Pacific Financial Services Association (APFinSA)
Completed
2014

Master of Business Administration

Level
9 - Masters Degree
Institution
The University of Western Australia (UWA)
Completed
2009

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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