Oakbridge Financial Services

About

Oakbridge Financial Services was established in 1988 by Jack Thomson and Russell Harrower. Both Jack and Russell are the business owners and act as representatives of the Licensee. They both have over 20 years experience as Financial Planners, have a Diploma in Financial Planning from Deakin University, are Certified Financial Planners, and Members of the Financial Planning Association.

John Harrower is an Authorised Representative of the Licensee and has over eight years experience as a Financial Planner. John has an Advanced Diploma in Financial Planning and is a Member of the Financial Planning Association.

Oakbridge Financial Services holds an Australian Financial Services License (License No: 222266) enabling its representatives to give advice and deal in the following financial products:

- Listed Securities i.e. shares

- Superannuation

- Managed Investment Products

- Retirement Income Streams

- Separately Managed Accounts

- Debt Management

- Deposit and Payment Products

- Government Debentures Stocks or Bonds

- Life Products � Investment and Risk Insurance Products

All recommendations provided are based upon an analysis of the client needs, objectives and personal circumstances. In dealing with clients, paramount importance is placed on building and maintaining long-term relationships. Commitment to customer service is an Oakbridge feature.