KHYL GIDDINGS
MEET
Financial Adviser (AR 131 1433)ABOUT
At OakView Financial, we believe great financial advice starts with genuine connection and understanding, and Khyl brings both in abundance. With a calm, thoughtful approach and a strong foundation in both technical knowledge and client care, Khyl is an integral part of our team.
Khyl began his journey with OakView Financial as a Client Services Officer, where he developed a deep understanding of the day-to-day experience of our clients. His dedication and passion for helping others led him to progress into a Provisional Financial Adviser role, a transition that reflects both his capability and his commitment to growing with our clients.
Khyl holds a Bachelor of International Business and a Bachelor of Commerce, majoring in Financial Planning, and has successfully passed the FASEA exam. He works with individuals, couples, and families to create personalised, holistic strategies designed around their long-term goals and values. Whether navigating big life changes or fine-tuning financial plans, Khyl offers clear, thoughtful advice you can trust.
Outside of work, Khyl finds balance and inspiration through adventure and the outdoors. He enjoys rock climbing for its physical and mental challenge, riding motorcycles to explore new places, and spending weekends at the beach or in the hinterland to recharge.
Clients who work with Khyl describe him as approachable, reliable, and genuinely invested in their success. He’s not just here to provide advice, he’s here to walk alongside you, helping you make confident financial decisions and build a future you feel good about.
CREDENTIALS
Bachelor Degree in Commerce, Majoring in Financial Planning, B.Comm(FinPlan)
Bachelor of International Business, BBus(IntlBus)
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