With a strong track record of leading teams to success and a passion for helping people achieve their goals, Financial Planning is a natural fit for Bart. Having gained experience in a variety of industries across Australia, Bart found a natural affinity for finance and committed himself to building on his workplace experience. Completing his Bachelor Degree in Commerce (BCom) majoring in Financial Planning at Griffith University and further formal studies in Self-managed Superannuation Funds (Specialist), Bart continues to exceed industry standards and promote the new wave of Financial Planners.
Bart takes an active approach to improving the Financial Planning industry by contributing as a member of the Association of Financial Advisers (AFA) and the Tax Practitioner Board (TPB). Being the Managing Director of an AFSL, Bart uses his influence to affect positive change within the Financial Planning industry.
Bart has spent many years honing his financial skills in Investment Research, Analytical Analysis, Insurance Advice, Customer Relationship Management, Retirement Planning and Superannuation. By utilising his years of experience in the industry, Bart leads OakView Financials’ Investment and Compliance committee. These skills benefit all OakView Financials’ clients, by providing a solid investment foundation and helping clients exceed their investment goals.
Bart is also committed to training and mentoring the new generation of Financial Advisers into the industry. Leading by example and forging a path for others to follow, Bart’s dedication to continual education and professional improvement set a high standard for others to follow.
As a founding director of OakView Financial, Bart’s goal is to create and sustain the most trusted and transparent financial planning service in Australia, helping everyday Australians meet their financial and retirement goals.