David Verlander Oak Financial Planning

Contact info

David Verlander

Head of Advice

About me

With over 20 years financial services experience, David’s vision is to ensure all Oak FP clients receive the best financial advice available.

David’s qualifications are in Management, Financial Markets and Financial Advice. David is a Senior Associate Member of FINSIA and a Certified Practising Manager Member of the Australian Institute of Management (AIM).

David enjoys golf and volunteering for a locally based children’s cancer charity.

Skills

Financial Advice
100%
Sales training
100%
Staff coaching
100%
Compliance
100%
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