(02) 9410 2022
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.
CLAUDIA GOULD
Technical Advice Consultant and Compliance
Claudia is a Technical Advice Consultant with Oakwood Lifestyle Advisers, bringing her knowledge and experience in advice, paraplanning and consulting to the Oakwood team. With a Master of Financial Planning and the CFP® qualification, she helps Oakwood deliver valuable and practical financial advice for clients and their families.
MEET THE TEAM
MICHELLE
Business Management and
Risk Insurance
NIKKI
Assistant to the
Director / Licensee
and
Financial Paraplanning Assistant
RUSSEL
Investment Associate
TU AHN
Social Media Consultant
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.