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BRETT TARLINGTON

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

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MICHELLE

Compliance & Risk Insurance

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SOPHIE

Client Relationship Manager

 

SUPPORT STAFF

Technical Support & Client Paraplanner

CONOR

New Client Paraplanner

NIKKI

 

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.