Meet The Oakview Team

Meet The Oakview Team

Our diverse team of financial professionals is dedicated to providing you with personalized guidance and expert financial solutions tailored to your needs.

Our Experienced Team

Director | Responsible Manager (RM)
Managing Director | Responsible Manager (RM)
Operations Manager
Office Manager
Executive Secretary | Compliance Auditor
Senior Financial Adviser
Financial Adviser
Financial Adviser
Review Associate
Paraplanner
Client Services Officer
Client Services Officer
Client Services Officer
Client Services Officer
Junior Client Consultant