Oz studied Economics at Manchester University and went on to complete a MSc in Management. Following a career as the Marketing Director of a successful hair care distributor, Oz came back to his roots and passion for financial planning, joining MAG Financial Services in early 2015. 

 

Oz provides his clients with Lifestyle Financial Planning, initially spending time getting to know his clients, their goals and aspirations, before working together to build a suitable plan to reach those objectives. 

 

Oz has a keen interest in behavioural finance and believes this enhances the value he is able to give clients. He will often be heard stating that managing people's emotions surrounding finances is as important, if not more so, than managing their finances.

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Always happy to grab a decent espresso, Oz welcomes to opportunity to meet with prospective clients to discuss if he can add value to them.