


Oakmont Financial Group
Financial Services • Perth, Western Australia, Australia • 11-20 Employees
Company overview
| Headquarters | 220 St Georges Tce, Perth, Western Australia 6000, AU |
| Phone number | +6131164365995 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Personal Insurance, Superannuation, Retirement Planning, Business Insurance, Financial Planning |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contact at Oakmont Financial Group
Dave Roberts
Director | Employee Benefits | Estate Planning
Oakmont Financial Group Email Formats
Oakmont Financial Group uses 1 email format. The most common is {first name} (e.g., john@oakmontfg.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@oakmontfg.com.au | 100% |
About Oakmont Financial Group
Founded in July 2017, Oakmont Financial Group is the product of a merger between two well established Perth businesses, Life and Benefits and Aldus Financial Services. With specialists providing advice in all aspects of financial planning, Oakmont pride themselves on providing tailored advice to both individuals and businesses, suitable to each client's situation and goals.
Oakmont Financial Group revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Oakmont Financial Group has 5 employees across 3 departments.
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Number of employees
Funding Data
Oakmont Financial Group has never raised funding before.
Oakmont Financial Group Tech Stack
Discover the technologies and tools that power Oakmont Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Miscellaneous
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Frequently asked questions
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