MenuSteven Roberts
About Me
Steve is a Master of Financial Planning (MFinPlan) and Director of award winning WA firm, Oakmont Financial Group.
Steve's experience spans over a decade, specialising in Wealth Protection and Business Succession planning. His passion is partnering with Families, Professionals, SMEs and Corporates to develop a tailored plan, suited to their specific needs.
Areas of Focus
- Aged care
- Estate planning
- Life/personal insurances
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Years of Experience 9 Years -
Licensed By Personal Financial Services Ltd
