SEVERIANO ZATTA

MEET

Founding Director, Chief Executive Officer (CEO), Responsible Manager (RM) (AR 125 9315)

ABOUT

Severiano Zatta, known professionally as Sevy, is an accomplished executive and recognised leader in Australia’s financial services industry. As Founding Director, Chief Executive Officer (CEO), and Responsible Manager (RM) of OakView Financial, Sevy has been instrumental in establishing and maintaining the firm’s high compliance and operational standards under its Australian Financial Services Licence (AFSL 513068), granted by the Australian Securities and Investments Commission (ASIC). Together with CoDirector Bartholomew Ryan, he has shaped OakView Financial into a trusted, values-driven advisory business that prioritises transparency, integrity, and client outcomes.

Sevy possesses a robust academic background, holding a Graduate Diploma of Financial Planning, Bachelor of Business, and Diploma of Financial Planning. He has successfully met the professional and ethical benchmarks set by the Financial Adviser Standards and Ethics Authority (FASEA) and is a credentialed Advice Practitioner of the Financial Advice Association Australia (FAAA). These qualifications reflect a career-long commitment to upholding the highest standards of fiduciary responsibility and regulatory excellence.

Sevy’s international career spanning global institutions in London to senior roles within boutique advisory firms in Australia, has shaped his deep expertise in wealth management and strategic financial planning. Renowned for his client-centric approach, he delivers tailored, holistic solutions built on lasting relationships and a forward-thinking mindset.

A strategic thinker with an entrepreneurial edge, Sevy actively pursues growth across industries. He has raised private equity, collaborated on app development projects, and contributed to the structuring and funding of private ventures. His ability to align capital, compliance, and commercial vision positions him as a valuable force in both financial services and the start-up ecosystem.

Sevy’s professional philosophy is rooted in empowering clients through clarity, education, and ethical advice. This commitment inspired the co-founding of OVA (OakView Australia) with Bartholomew Ryan, a collaborative network of professionals across financial, legal, mortgage broking, and accounting fields. OVA delivers integrated, multidisciplinary strategies to enhance clients’ overall financial wellbeing.

Beyond his work in financial services, Sevy is a passionate advocate for environmental responsibility. As co-founder of a not-for-profit focused on marine conservation, he leads initiatives to reduce plastic pollution and promote carbon offset programs, underscoring his commitment to ethical stewardship in all areas of life.

Through technical acumen, principled leadership, and unwavering dedication to client service, Severiano Zatta continues to set a benchmark for excellence in financial advice and ethical enterprise

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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

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Superannuation Advice

Feel confident about the road ahead with super advice tailored just for you

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Insurance Advice

Expert guidance for your peace of mind and financial security

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Investment Advice

Expert investment advice to secure your financial future

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Retirement Planning

Expert retirement planning advice and strategies

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Wealth Protection Advice

Expert wealth protection advice for long-term financial stability

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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