May22239 Nov22507 Fast becoming the most trusted financial planning firm in Australia, OakView Financial provides longterm holistic strategies for couples, families, and individuals. Having noticed a gap in the market for affordable personal financial advice, Severiano Zatta and his partner, Bart Ryan set out to build a firm that provides all of this and more, with services based on honesty, trust, and integrity. We speak to Severiano to understand more about the company, and how it is faring post-Covid, following its recognition in the APAC Business Awards 2022. OakView Financial is a specialist financial services licensee operating under its own Australian Financial Services License (AFSL) with offices in South-East Queensland, servicing clients across the country through an innovative twenty-first century business model. Starting from humble beginnings with the vision of being the most trusted financial planning firm in Australia, OakView Financial operates an innovative business model to provide quality financial planning services to the everyday Australian, with its mission being to provide long-term holistic strategies for couples, families, and individuals. The vision, mission, and core values of OakView Financial run deep into the core of the firm highlighted by never updating or changing the vision of the firm or altering the direction of being the most trusted financial planning firm in Australia. “OakView Financial has found success through building a brand that is focused on providing value to each and every client, while also focusing on a good organisational culture, where our core values are instilled into each and every encounter between the client and the OakView Financial Team,” explains Severiano Zatta, the company’s Founding Director, Responsible Manager and Head of Financial Planning. “The core values of honesty, integrity, reliability, trustworthiness, consistency, and exceeding expectations individualises every client to create a personalised and specific service, which upholds a culture of trust throughout t he organisation.” With a Graduate Diploma of Financial Planning (GradDipFinPlan) and Bachelor of Business (BBus) from Griffith University, Diploma of Financial Planning (DFP) and Practitioner Member of the Association of Financial Advisers (AFA), Severiano has completed formal education and tailored his training to accommodate and excel in the financial sector. While gainfully employed in various financial arenas across the world, from multinational companies in London to boutique financial planning firms in Australia, Severiano has acquired an essential directorial skill set to uphold his position at OakView Financial. While upholding further industry standards within the financial planning sector, Severiano have also completed the Financial Adviser Standards and Ethics Authority (FASEA) examination, ensuring that a mutual and consistently high standard of advice is upheld between peers. Severiano’s ability to build relationships plus his understanding of long-term financial strategies ignited a passion for financial planning and asset management. This mutual vision and mission, shared with Bart Ryan, saw the duo establish OakView Financial together with the vision of being the most trusted financial planning firm in Australia. Today, OakView Financial is authorised to provide financial product advice to retail clients, and deal in financial products for retail clients by applying for, acquiring, varying, or disposing of financial products on behalf of another person, in respect of the following product classes: deposit and payment products; basic deposit products; government debentures, stocks, bonds; life products; investment life insurance products; life risk insurance products; interests in managed investment schemes; retirement savings account products; securities; and superannuation. OakView Financial will only recommend a financial product to a client after considering its suitability for an individual’s needs, objectives, and financial situation. “The way in which the world is doing business in the twentyfirst century is dynamic and everchanging,” Severiano elaborates. “Through an innovative model of marrying boutique financial advice, and the enhancements of technology, OakView Financial found that the everyday Australian can always benefit from sound financial advice and planning, while providing this through modern methods including Zoom, telephone conferences, and many other technological advances.” Thanks to the firm being one step ahead with technology, the challenging period that the Covid-19 pandemic presented was actually beneficial to OakView Financial and accelerated its growth strategy, as the firm had already created a process that incorporates not only in-person consultations, but also a way of connecting and providing essential financial advice to clients through video calls and phone conferences. The advantage of being able to continue to show the value of its services in this manner exponentially increased the value shown to clients. Starting from humble beginnings with the vision of being the most trusted financial planning firm in Australia, OakView Financial operates an innovative business model to provide quality financial planning services to the everyday Australian, with its mission being to provide long-term holistic strategies for couples, families, and individuals. Most Trusted Financial Firm - QLD
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