AMY FARROW
MEET
Head of AdministrationABOUT
As Head of Administration, Amy brings a collaborative and people-focused approach to the workplace, working closely with all team members to foster a supportive and positive environment. With a strong commitment to organisation and client satisfaction, Amy ensures that internal processes run smoothly and that every client experience is seamless and professional.
Amy started at OakView Financial in 2023, she was hired in a receptionist position where it was very quickly identified that she had been put in a position that did not match her skillset. With a Diploma in Business and several years of leadership behind her, she showed us how adaptable she was by transferring that knowledge to this role. Her intelligence and magnetic demeanour drew the team to her as a pillar of support making her progression to Head of Administration as quick and efficient as she herself is.
Amy plays a key role in enhancing both team dynamics and operational efficiency. Whether supporting staff, managing administrative systems, or assisting clients, Amy is dedicated to maintaining high standards and building strong relationships with both her team and our clients.
Outside of work, Amy enjoys baking and reading, two hobbies that reflect both creativity and a love for detail.
CREDENTIALS
Diploma of Business (DipBus)
Our Services
Superannuation Advice
Feel confident about the road ahead with super advice tailored just for you
Insurance Advice
Expert guidance for your peace of mind and financial security
Investment Advice
Expert investment advice to secure your financial future
Retirement Planning
Expert retirement planning advice and strategies
Wealth Protection Advice
Expert wealth protection advice for long-term financial stability
Debt Management
Take control of your finances: Effective debt management strategies
Client Testimonials
OakView Financial builds financial plans that empower our diverse range of clients. The cornerstone is the OakView Wealth Cycle.
It begins as a seedling, where no real financial investment strategy or direction is implemented. The analogy of a seedling is used because of its early state, attempting to find its roots in the ground and become something more than a seed.
Steadily, with expert tailored guidance, your financial journey can grow into a trunk and begin to branch out and bloom. Finally, it’s time to let new seeds out as you move into a retired lifestyle – referred to as seeding.
Our Process: OakView Wealth Cycle
No growth plan
No strategy
No direction
1
Seedling (The Beginning)
Superannuation
Insurances
2
Roots
Cash flow and budgeting
Principle place of residence (PPOR)
Debt reduction
Estate planning
3
Trunk
Leveraging and gearing
Deductable debt
Investments (property and shares)
Loan to Value / Valuation Ratio (LVR)
4
Branching Out
Transition to Retirement (TTR)
Trust structures
Self-managed super funds
Social security strategies
5
Blooming
Retire in style
Generational wealth
Reap the rewards
6
Seeding (The End State)
Contact Us
Take the first step towards financial peace of mind. Fill in the contact form to receive your free investment advice consultation and start your journey towards a secure financial future.
info@oakviewfinancial.com.au
1300 160 796
Suite 201/1 Short Street,
Southport, QLD 4215