About
With more than 60 years combined industry experience, Oakmont Financial Group (Oakmont) provides high-quality financial advice to all of our clients.
To help us provide this high level of service, we take the time to get to know you and find out what is important to you. Once we have an understanding of your goals and financial situation, we are then able to work together and devise a plan that is tailored to suit your needs.
Meet the Team
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Dave Roberts
Dave has 36 years' experience in the financial services industry working in various roles with several multinational insurers before putting this broad financial services knowledge to good use by providing high quality life and disability risk insurance advice to businesses and individuals for the last twenty three years. The firm has won numerous awards since its inception in 2000 and in 2012 Dave was personally nominated for the Association of Financial Advisers National Adviser of the year award.
Cameron Aldus
Cameron joined Aldus Financial Services in 2008 to help expand the family business. Prior to joining the company, Cameron had been working at the Commonwealth Bank Group in the Financial Planning and Banking industry since 2005. In the 2013/2014 financial year Cameron was a nominee for the Financial Services Partners Rising Star.
Steven Roberts
Steven joined the financial services industry in 2011, working in several back office capacities both in Australia and North America before becoming an Authorised Adviser in 2015. With a desire to provide his clients with specialist advice, Steven has completed a Diploma and Advanced Diploma of Financial Planning and is eager to increase his knowledge moving forward.
With the view that no situation is the same, Steven enjoys working with you to ensure that you achieve complete peace of mind by knowing that a tailored plan is in place to protect you, your family or your business.
With the view that no situation is the same, Steven enjoys working with you to ensure that you achieve complete peace of mind by knowing that a tailored plan is in place to protect you, your family or your business.
Chrissy Friend
Practice Manager
Lisa
Client Services
Jordan
Client Services
Maria
Client Services
Cathy
Client Services
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