LARISSA COERT
MEET
Head of Financial Advice (AR 127 0730)ABOUT
Larissa began her career in the financial services industry in 2017, following several years of running her own businesses. Since then, she has gained extensive experience across a range of roles, from administration officer through to financial adviser.
She has developed a strong focus on working with clients facing significant life challenges, including those navigating insurance claims, financial hardship, or other vulnerable circumstances. Her empathetic approach and practical expertise make her a trusted guide during difficult times.
Since joining OakView Financial, Larissa has served as Head of Advice, leading the advice team and overseeing the delivery of high-quality, client-focused financial strategies. She mentors advisers, ensures compliance, and drives continual improvement in advice processes. Passionate about fostering a supportive, values-driven culture, Larissa empowers her team and clients to achieve financial clarity and confidence.
Larissa holds a Bachelor of Business, a Diploma of Financial Advice, and a Graduate Diploma of Financial Advice. She is currently furthering her education by undertaking a Master’s in Financial Advice.
Outside of work, Larissa is a devoted mother of three who enjoys an active lifestyle. She shares her home with two lively dogs, loves camping, practices taekwondo with her kids, and maintains a strong commitment to fitness, training six days a week and competing in endurance events like Spartan and Raw Challenge.
CREDENTIALS
Graduate Diploma of Financial Planning (GradDipFinPlan)
Bachelor of Business (BBus)
Diploma of Financial Planning (DFP)
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