MADDISUN LISKA
MEET
Senior Client Services OfficerABOUT
Maddisun (Maddy) Liska is the Senior Client Services Officer in the Onboarding Department at OakView Financial. In her role, Maddy supports her team while guiding new clients through their introduction to the firm. She plays a key part in ensuring clients feel comfortable and well-informed, holding their hand through the initial advice process and creating a smooth, supportive onboarding experience.
With five years of experience in the finance industry, nearly four of those with OakView Financial. Maddy has developed strong industry knowledge, particularly in the area of superannuation. Her experience and client-focused approach enable her to deliver thoughtful, efficient support while maintaining high service standards.
Outside of work, Maddy unwinds by reading, relaxing by the beach, and exploring new cafés and restaurants, always enjoying the opportunity to discover new places and experiences.
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
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“"Michele was absolutely awesome to talk to and very patient in helping me with my budget."
David, H.
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“Friendly staff and transparency is key for good communication."
Karl, W.
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I absolutely recommend Oakview for anyone needing financial or super advice and management.”
Sharon, M.
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“OakView Financial are amazing, they are always very helpful and knowledgeable.”
Krista, M.
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"This group is excellent. Easy to contact, responsive, always polite and professional."
Ben, M.
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"Since being with OakView, the staff have been very helpful and friendly. Helping me get to my financial goals."
Adrian, J.
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"Great service with their annual check in which keeps me up to speed on my super and insurances."
Deanne, W.
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