MICHELE MOORE
MEET
Client Services OfficerABOUT
Michele has a strong passion for customer care, with experience spanning client-facing roles, remote and Zoom consultations, as well as supervisory and training positions. She has worked across a diverse range of industries, including Financial Services, NDIS, Aged Care, Banking, Taxation, and Aviation.
Throughout her career, Michele’s focus has always been on delivering exceptional service and ensuring every client is treated as a VIP. Michele will ensure you feel like a valued member of the OakView Financial Services family. She prides herself on honesty and transparency, and if she is ever unsure about something, she will diligently follow up and provide accurate information promptly.
Michele has been fortunate to travel extensively and has a genuine love of exploring new places and experiences. She is the proud mother of two adult children, a wonderful son and daughter-in-law, and feels truly blessed to have seven beautiful grandchildren.
Outside of work, Michele enjoys baking and spending time with her cat, Pixie, who graciously allows Michele to live in her home. Michele cannot imagine ever not working, as she truly loves her role at OakView. She has even adopted her own “work children,” whom she enjoys caring for and supporting just as much as her clients.
With Michele’s extensive experience and stage of life, she particularly enjoys supporting clients as they transition into the next phase of retirement, helping them navigate this important milestone with confidence and care.
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