OAKMONT FINANCIAL GROUP - Profile, contacts and insights

OAKMONT FINANCIAL GROUP

Who is OAKMONT FINANCIAL GROUP?

Founded in July 2017, Oakmont Financial Group is the product of a merger between two well established Perth businesses, Life and Benefits and Aldus Financial Services. With specialists providing advice in all aspects of financial planning, Oakmont pride themselves on providing tailored advice to bot...See more

Industry & Specialities

Banking Financial Services & Insurance (BFSI)

Others in Banking Financial Services & Insurance (BSFI)

Countries of Operation

Australia Philippines

Headquarters:

Australia

Company Type:

SME

Company size:

11-50 Employees

Year Founded:

2017 (9 years)

Address:

220 ST GEORGES TCE; PERTH, WESTERN AUSTRALIA 6000, AU

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Employees by Department

Sales (1)
IT / Product (1)
The Rest (3)
Total (5)

Key Decision Makers

Matthew Lewis

Associate - Professional Year Candidate

Jordan Perret

Financial Adviser

Lenzi Aguilar

Paraplanner

Dave Roberts

Director | Employee Benefits | Estate Planning

Insight

Signals

At a glance

Operates in multiple countries

* This information is provided to the best of our research ability and we make no warranties for any inaccuracies or omissions.

Employees by Seniority

C-level

1employees

Senior

2employees

Non-managers

7employees

Financials

LOW

spending power

Funding Status

Private

Associated Legal Entities

0 entities

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Frequently Asked Questions (FAQ)

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