Oakview Financial Pty ltd

AFS License Number
513068
Name
Oakview Financial Pty ltd
ABN/ACN/ARBN
89629420391
Licensee issued
May 10, 2019
Address
Southport, 4215, QLD

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Alen Murselovic 2022 Bachelor of Commerce - Griffith University
 Bartholomew John Ryan 2017 Bachelor of Commerce Financial Planning - Griffith University ~ Exam Standard - FASEA ~ Self-managed Super Funds - Kaplan
 Dana Taylor 2024 Advanced Diploma of Financial Planning - Monarch Insitute ~ Bachelors of Commerce - University of New England
 Severiano Giancarlo Zatta 2017 Bachelor of Business - Griffith University ~ Diploma in Financial Planning - Monarch Institute ~ Exam Standard - FASEA ~ Financial Planning - Griffith University
 Tarek Tewfik 2024 Graduate Diploma of Financial Planning - Kaplan