Director / Licensee
Brett Tarlington established Oakwood Lifestyle Advisers to provide tailored financial planning services for his clients.
Brett is the principal of Oakwood Lifestyle Advisers and has been providing fee for service financial advice to his clients for over 20 years. Prior to this Brett worked in the evolving Funds Management Industry in the 90’s.
With over 35 years in the Financial Services Industry Brett has witnessed the continued development of products and services and reviews a large number of these on behalf of his clients. This ensures that client strategies and portfolios are working for his clients to meet their financial and lifestyle objectives.
Away from the office Brett spends time with his family and participates in cycling events.
MEET THE TEAM
Compliance & Risk Insurance
Client Relationship Manager
Technical Support & Client Paraplanner
New Client Paraplanner
BOUTIQUE PRIVATE WEALTH MANAGEMENT FIRM
PRIVATELY OWNED BY THE TARLINGTON FAMILY
ENVIRONMENTALLY SUSTAINABLE INVESTORS
TECHNOLOGY DRIVEN BUSINESS
TRANSPARENT SERVICE - CLIENT ONLINE ACCESS
FEE FOR SERVICE - INITIAL & ONGOING
ADVICE FOR ALL STAGES OF LIFE
There are some assumptions around financial advice suggesting you should only seek it once you have wealth. However, at Oakwood we believe there is no “right time” for financial advice. We are about building your wealth from the start to help reach your goals and objectives.
It doesn’t matter where you’re at, financial advice can be tailored for you.