AMY FARROW

MEET

Head of Administration

ABOUT

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.

Amy Farrow Corporate Headshot

CREDENTIALS

  • Diploma of Business (DipBus)

Our Services

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Superannuation Advice

Feel confident about the road ahead with super advice tailored just for you

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Insurance Advice

Expert guidance for your peace of mind and financial security

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Investment Advice

Expert investment advice to secure your financial future

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Retirement Planning

Expert retirement planning advice and strategies

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Wealth Protection Advice

Expert wealth protection advice for long-term financial stability

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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