TOMMY VUKOVIC
MEET
Senior Adviser (AR 127 3105)ABOUT
Tommy has been in the financial advice industry for 11 years, working with everyday Australians to help them feel more in control of their money and to make more confident financial decisions for their future.
Tommy started out behind the scenes supporting Advisers, learning the nuts and bolts of financial planning from the ground up. From there, he moved into a holistic adviser role and eventually into a training position, where he had the chance to mentor other advisers and help raise the next generation of financial planners and guide them through their professional year traineeships.
At OakView we know everyone’s financial journey is different, so Tommy focuses on tailoring advice to suit each client’s personality and goals. Most of us were never taught how to manage money, let alone how to build wealth or plan for the future.
He holds a Diploma of Financial Planning, is FASEA certified, a member of the Financial Advice Association Australia (FAAA) and is furthering his study with a post graduate degree, the Graduate Diploma of Financial Planning.
At home Tommy spends time with his wife Lexie and their two boys, Freddie and Felix. They also share a home with a Labrador and two cats, so life’s rarely quiet! A big soccer (football) fan and equally enjoys a relaxing night of online gaming.
Working with Tommy, you’ll find that he not only provides tailored, realistic advice, but he prides himself on keeping things simple and clear.
CREDENTIALS
Diploma of Financial Planning (DFP)
Graduate Diploma of Financial Planning (GradDipFinPlan)
Our Services
Superannuation Advice
Feel confident about the road ahead with super advice tailored just for you
Insurance Advice
Expert guidance for your peace of mind and financial security
Investment Advice
Expert investment advice to secure your financial future
Retirement Planning
Expert retirement planning advice and strategies
Wealth Protection Advice
Expert wealth protection advice for long-term financial stability
Debt Management
Take control of your finances: Effective debt management strategies
Client Testimonials
OakView Financial builds financial plans that empower our diverse range of clients. The cornerstone is the OakView Wealth Cycle.
It begins as a seedling, where no real financial investment strategy or direction is implemented. The analogy of a seedling is used because of its early state, attempting to find its roots in the ground and become something more than a seed.
Steadily, with expert tailored guidance, your financial journey can grow into a trunk and begin to branch out and bloom. Finally, it’s time to let new seeds out as you move into a retired lifestyle – referred to as seeding.
Our Process: OakView Wealth Cycle
No growth plan
No strategy
No direction
1
Seedling (The Beginning)
Superannuation
Insurances
2
Roots
Cash flow and budgeting
Principle place of residence (PPOR)
Debt reduction
Estate planning
3
Trunk
Leveraging and gearing
Deductable debt
Investments (property and shares)
Loan to Value / Valuation Ratio (LVR)
4
Branching Out
Transition to Retirement (TTR)
Trust structures
Self-managed super funds
Social security strategies
5
Blooming
Retire in style
Generational wealth
Reap the rewards
6
Seeding (The End State)
Contact Us
Take the first step towards financial peace of mind. Fill in the contact form to receive your free investment advice consultation and start your journey towards a secure financial future.
info@oakviewfinancial.com.au
1300 160 796
Suite 201/1 Short Street,
Southport, QLD 4215