Meet Our Lending Experts

Josiah Garrett

(ACR 539527)

Head of Mortgage Broking | Cert IV Finance & Mortgage Broking

Starting his career on the  Fraser Coast, QLD. Josiah was introduced to employment through marketing and sales, which laid a foundation of excellent communication, client first approach, and a drive to be the best at what he does. Fast forward through many marketing management roles, Josiah undertook formal education to further himself and initiate a career in mortgage broking and lending.

After moving to the Gold Coast to complete his formal qualification, Josiah approached the directors of a well established financial planning practice with the vision of providing an existing client base an extended range of services, to assist them to better achieve their financial goals and objectives. Josiah’s passion to help clients reach their dreams drives him every day to establish positive relationships with both clients and financial institutions alike.

Away from the office Josiah enjoys indulging in the amazing beaches the Gold Coast has to offer, sampling the wide range of culinary choices, and getting down to CBUS Stadium to support the Gold Coast Titans.

Bartholomew Ryan

(AR 1251842)

Managing Director | Responsible Manager (RM) | Head of Portfolio Management

Having gained experience in various industries across Australia, Bart found a natural affinity for finance and committed himself to build on his workplace experience. Completing  is Bachelor Degree in Commerce (BCom), majoring in Financial Planning at Griffith University and further formal studies in Self-managed Superannuation Funds (Specialist), Bart continues to exceed industry standards and promote the new wave of Financial Planners. Bart is a contributing member of the Association of Financial Advisers (AFA) and the Tax Practitioner Board (TPB). Being the Managing Director of an AFSL, Bart uses his influence to affect positive change within the Financial Planning industry.

As a founding director of OakView Financial, Bart’s goal is to create and sustain the most trusted and transparent financial planning and mortgage broking service in Australia, helping everyday Australians meet their financial and retirement goals..

Tracy Ryan

Executive Secretary | Compliance Auditor

Having worked in a variety of roles across logistics transport, contract mining and finance, Tracy brought a robust wealth of knowledge to OakView Financial, with over 16 years’ experience in business administration, analytics, auditing, and office management.

Often your first point of call and business liaison, Tracy prides herself on attention to detail, and maintaining strong long-term relationships with clients and other professionals alike.

Severiano Zatta

(AR 1259315)

Director | Responsible Manager

Bachelor of Business (BBus), Diploma of Financial Planning (DFP), Practitioner Member of the Association of Financial Advisers (AFA), and currently completing a Master’s degree of Financial Planning (MFinPlan) with Honours from Griffith University, Sevy has completed formal education and tailored his training to accommodate and excel in the financial sector. While gainfully employed in various financial arenas across the world, from Multi-National Companies in London to boutique Financial Planning firms in Australia, Sevy has acquired an essential directorial skill set to uphold the position as Founding Director and Responsible Manager (RM) of OakView Lending Pty Ltd.

Sevy has completed and passed the Financial Adviser Standards and Ethics Authority (FASEA) examination, ensuring that a mutual and consistently high standard of advice is upheld between peers.

standard hours

Monday - Friday: 9am - 5pm

Address

Level 4, 12-14 Marine Parade, Southport QLD 4215

Email

info@oakviewlending.com.au