Senior Financial Adviser
Esteban Garzon is the founder and head Financial Adviser at Oakwood Wealth Management. Esteban has spent the last decade working in the Finance industry. During this time he has gathered a plethora of knowledge and experience that allows him to offer tailored financial solutions to clients all over Australia.
Esteban has a Graduate Diploma in Financial Planning and is SMSF accredited. He also holds a Diploma in Business Management as well as a Cert IV in Mortgage Broking.
Esteban has a passion for Investment markets and has built his experience dealing with complex financial instruments over the last decade. Esteban stands for the delivery of a completely flexible and ethical financial management service, which will provide solutions for his clients on the basis of a thorough analysis of their needs and long term approach to their financial planning.
On his spare time, he likes to spend time with his wife, young daughter and dog. He is die-hard Essendon supporter and he can be found at the MCG most weekends supporting the team.
Administration Manager
Teresa Ly is our Administration Manager, her attention to detail in the everyday running of our office coupled with over 10 years of customer service experience makes Teresa invaluable.
Teresa is responsible for planning and coordinating administrative procedures and systems. She takes extra pride in dealing with all client enquirers and is not content until the client is 100% satisfied.
In her spare time, Teresa likes to spend time with her young family and maintain a healthy lifestyle comprising of healthy eating and exercise.