Steven Roberts Email & Phone Number
Managing Director @ Oakmont Financial Group
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Steven Roberts Location
- Perth, WA, AU
Steven Roberts Work
- 2017 -now Managing Director @
- 2024 -now Managing Director @
- 2015 -2017 Associate Adviser @ Life and Benefits Pty Ltd
- 2014 -2015 Underwriting Assistant @
- 2012 -2014 Paraplanner @ Life and Benefits Pty Ltd
- 2011 -2012 Sales Support @ Life and Benefits Pty Ltd
Steven Roberts Education
- Kaplan Professional
Master of Financial Planning
2020-2021 - Kaplan Professional
Graduate Diploma of Financial Planning (Finance and Financial Management Services)
2017-2020 - Kaplan Professional
Advanced Diploma of Financial Planning (Advanced Diploma of Financial Planning)
2016-2017 - Mentor Education
Diploma of Financial Planning
2014-2015 - Edith Cowan University
Bachelor of Commerce (B.Com.) (Finance and Accounting)
2008-2011
Steven Roberts Summary
- Steven Roberts, based in Perth, WA, AU, is currently a Managing Director at Oakmont Financial Group. Steven Roberts brings experience from previous roles at BFD Financial Planning, Life and Benefits Pty Ltd and Zurich North America. Steven Roberts holds a 2020 - 2021 Master of Financial Planning @ Kaplan Professional. Steven Roberts has 1 mobile phone numbers on RocketReach.
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