Russell

 

 

Russell H Harrower CFP

Position: Managing Director

Russell is one of the founding partners of Oakbridge Group that was established in 1988. As a Managing Director of tehOakbridge Group, he is responsible for the day to day management of the business. As a Senior Financial Planner with over 28 years' experience, he is well placed to provide high-level strategic advice and enjoys interacting with clients and other advisers within the Group. Russell also enjoys public speaking, including client information evenings, especially around Budget time. Russell is a Certified Financial Planner (CFP), a member of the Financial Planning Association of Australia, and a member of the Boutique Financial Group. He holds a Diploma in Financial Planning from Deakin University.

Outside of work, Russell enjoys travelling, painting on canvas and spending time with his wife, daughters and grandchildren.  

 

 

 



John

 

John W Harrower ADFP

Position: Senior Financial Planner

John is a Senior Financial Planner with over 13 years’ experience in the financial services industry. He has an Advanced Diploma in Financial Planning. John developed 5 years extensive experience as a Financial Planner with Bank West prior to joining the Oakbridge Group in 2008 as a Senior Financial Planner. In 2012, he became a Director of the Oakbridge Group. John is an associate member of the Financial Planning Association of Australia. Whilst financial advice contains standard components, compliance details and is a technical discipline, John approaches his role from a personal perspective. He seeks to understand the client's expectation of service and to present and articulate the advice that is relevant to them and their individual situation.

John is happily married to his loving wife Carolyn and has two beautiful children. Away from business, John enjoys spending time with family and travelling. He has been a member of the West Coast Eagles for the last 12 years.

  

 



Richard

 

Richard C Gardiner B.Bus

Position: Senior Accountant

Richard oversees the day to day running of the Accounting Division within the Oakbridge Group as well as maintaining ongoing accounting client relationships. Richard has a Bachelor's degree and a Postgraduate Diploma in Business from the Curtin University. Richard has over 30 years’ experience as a Public Accountant. 

 

 

 

 



Emma

 

Emma Zhao MPAcc.CPA

Position: Accountant

Emma is the Practice Manager for Oakbridge Group overseeing the day to day financial operations of the Group, as well as maintaining ongoing accounting client relationships. Emma holds a Bachelor's degree in Marketing from the Shanghai University of Finance & Economics and a Master's degree in Professional Accounting from the University of NSW. Emma is a member of CPA Australia.

 

 

 

 


 

Neil Thomason B.Comm, Grad Dip FP

Position: Senior Financial Adviser

Neil Thomason is a Senior Financial Adviser with 19 years’ experience in the Financial Planning industry. Neil has completed a Bachelor of Commerce from Murdoch University and a Post Graduate Diploma in Financial Planning from the Securities Institute of WA. Neil has great relationships with clients and receives a lot of personal satisfaction from helping them on their path to achieving their financial objectives and goals in life. Neil has strong family values and enjoys spending time with the family and going to the beach and doing anything outdoors in Perth.

He has a loving wife in Megan and beautiful son in Benjamin. Neil understands the benefits of keeping active and enjoys swimming, cycling and currently plays indoor cricket as well as supporting the West Coast Eagles.

 

 


Hayley

 

Hayley Maxwell

Position: Senior Paraplanner and Operations Manager

Hayley has recently joined Oakbridge Group as a Senior Paraplanner and Operations Manager. Hayley is the one who designs our advice documents and manages the engine room which provides an important link between your adviser and the administrative support team. She holds an Advanced Diploma of Financial Services and many years’ experience in boutique financial advice firms. Her greatest motivation comes from helping clients, staff, friends and family make the most of what they have to achieve their own personal version of success.

Hayley is recently married and has made the big move with her husband Carlin from the east to the west coast. You can find her jogging around Lake Monger most mornings trying dodge the ducks. Weekends are spent exploring Perth and its surrounds except when the All Black are playing in which case she will be glued to a tv screen.

 

 



Larissa Kelly

Position: Office Manager

Larissa is the superstar Office Manager for Oakbridge Group. She first joined the company in August 2011. Her responsibilities encompass many aspects of our business, including managing the Administration team, coordinating multiple projects, managing and maintaining various systems, as well as day-to-day operations. Our clients have grown so accustomed to hearing Larissa’s friendly voice and beautiful French accent when calling our office in Perth. Larissa takes great pleasure in providing the best customer service and making sure each client is taken good care of.

Larissa’s incredible attention to detail, problem solving and organisation skills keep our team and business running smoothly. Larissa is fluent in English and French.
Larissa has recently got married to the love of her life Josh. They have a little cavoodle dog named Bijou that loves going for walks to the beach and parks, and camping.

 

 


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