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Onur Serbest

Senior Financial Adviser

CFP® BCom

Onur is a Senior Financial Adviser and joined Wealth Architects having spent over 14 successful years as a professional in both larger and boutique financial advice firms. Residing in between our Wantirna South and Mornington offices, Onur specialises in retirement advice but is also adept in wealth accumulators and clients at all stages of their financial life. He is focused on placing clients at the forefront of everything he does to deliver exceptional client outcomes over the long term.

Onur is energetic, yet considered and methodical in his approach with clients. He is innovative and always strives to find ways for his clients to maximise their retirement position. He is a Certified Financial Planner (CFP®), holds a Bachelor of Commerce (Financial Planning, Finance & Management) from Deakin University and is SMSF accredited.

Outside of work, Onur spends most of his time with his family and friends. His biggest joy is raising his 5 year old son, Altan, together with his wife Ebru. Onur is an advocate for good health and wellbeing and enjoys participating in running and cycling charity events. He is also a lover of coffee, good food and travel.

E: onur@wealtharchitects.com.au
M: 0413 437 350

Locations

Wealth Architects Wantirna South Suite 2, 410 Burwood Hwy, Wantirna South, VIC 3152

Wealth Architects Brunswick
Suite 4, 35 Hope Street Brunswick, VIC 3056

Wealth Architects Mornington
Suite 4, 35 Hope Street, Brunswick, VIC 3056

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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