CONNOR BENNETT
MEET
Head of Business OperationsABOUT
Connor brings a wealth of experience from both the mining and financial sectors to his role as Head of Business Operations at OakView Financial. He began his career in the mining industry as a FIFO (Fly-In Fly-Out) Administration Officer, where his exceptional efficiency and meticulous attention to detail quickly earned him expanded responsibilities in contract and project management. Over four years, Connor played a pivotal role in assisting project managers with multi-million dollar projects, showcasing his adaptability and leadership potential.
Seeking a more stable and community-focused career, Connor transitioned into the financial planning industry. He started at a financial planning firm as a Client Services Officer, where his dedication and proficiency led to considerations for a training role. However, recognising the significant impact he could have on clients’ financial well-being, Connor chose to pursue the path of a Financial Planner.
With seven years of experience in the financial services industry, Connor has advanced his professional development by earning a Master of Business Administration (MBA) with a specialisation in Data-Driven Leadership. This advanced qualification, combined with his Diploma of Financial Planning (DFP) and extensive industry knowledge, equips him with the skills to lead and manage an organisation’s data resources and innovation capabilities.
Outside the office, Connor is an avid outdoor enthusiast. He finds joy in riding motorbikes, playing golf, and camping, often preferring the serenity of the outdoors over indoor settings. This passion for nature not only provides balance in his life but also fuels his innovative thinking and leadership approach.
CREDENTIALS
Graduate Diploma of Financial Planning (GradDipFinPlan)
Bachelor of Business (BBus)
Diploma of Financial Planning (DFP)
Advice Practitioner of the Financial Advice Association Australia (FAAA)
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
Our Process: OakView Wealth Cycle
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.
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