Oakview Financial
OakView Financial is a specialist financial services licensee operating under our own Australian Financial Services Licence (AFSL), with offices located across South-East Queensland. Our team of financial advisers brings together a combined 40+ years of experience in the financial services industry, spanning key areas such as personal insurance, superannuation advice, retirement planning, debt management, and wealth protection.
7-day free trial · no credit card
Verified contacts
21
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 21 verified contacts at Oakview Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- LC
Larissa Coert
Head of Financial Planning · Finance & Accounting
EmailPhone - JM
Jack Maslen
Senior Client Services Officer · Customer/Client Service
EmailPhone - TR
Tracy Ryan
Executive Secretary · General Business & Management
EmailPhone - EG
Emilie Grieve
Provisional Financial Advisor · Finance & Accounting
EmailPhone - KG
Khyl Giddings
Financial Advisor · Finance & Accounting
EmailPhone - KG
Kristy Goriss
Paraplanner · Finance & Accounting
EmailPhone - VG
Veronika Glover
Financial Adviser · Finance & Accounting
EmailPhone - BR
Bart Ryan
Managing Director · General Business & Management
EmailPhone
Showing 8 of 21 verified contacts
Top roles at Oakview Financial
17 distinct titles indexed · top 10 shown.
- 3client services officer
- 3paraplanner
- 1administrative assistant
- 1executive director
- 1executive secretary
- 1financial adviser
- 1financial advisor
- 1head of administration
- 1head of financial planning
- 1managing director
- +7more titles
Sign up to unlock all 21 contacts at Oakview Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 21 verified contacts at Oakview Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.