Trust Is Earned
Our Financial Planning Story
OakView Financial is the new firm on the block. Using an innovative model of trust and long-term holistic advice, founders Bart and Sevy are changing the way financial planning is done. Noticing a huge gap in the market and some dishonest players, Bart and Sevy set out to build a firm of transparent financial experts. Their vision is to be the most trusted household name in financial planning throughout Australia.
Everyday Values, For Everyday Australians
OakView Financial Values
Bart and Sevy accumulated their knowledge and introduced a highly skilled team of financial planners to service the needs of everyday Australians. The core values of OakView Financial are clear and simple:
– Go the extra mile for clients
– Be honest
– Have integrity
– Respect everyone
– Long-term mindset
Experience you can trust
Bart Ryan – Director
With a desire to help people, but unsure of the best approach, Bart completed his Bachelor Degree in Commerce at Griffith University. Bart has spent many years honing his financial skills in Investment Research, Analytical Skills, Insurance, Customer Relationship Management, and Retirement Planning. Together with Sevy, Bart founded OakView Financial with an aim to create the most trusted and transparent financial planning service in Australia, helping everyday Australian’s meet their financial and retirement goals.
Sevy Zatta – Director
With a history of management, entrepreneurial spirit, Bachelor Degree of Business from Griffith University and a Diploma of Financial Planning, Sevy Zatta has worked in various financial fields acquiring an essential directorial skill set. Sevy’s ability to build relationships and understanding long-term financial strategies ignited a passion for financial planning. With a mutual vision and mission shared with Bart Ryan, together they founded OakView Financial with the goal of tailoring long-term holistic strategies to support everyday Australians goals and objectives.