Executive leadership team
Our executive leadership team embodies a wealth of experience and strategic vision, guiding our commitment to excellence and innovation in the financial services industry. Together, we drive transformative solutions that empower our clients to navigate complexities and achieve sustainable success.
Joseph Saheli
Senior Manager, Oceanic Consulting Group
Joseph Saheli
Senior Manager, Oceanic Consulting Group (OCG)
Joseph has over 15 years’ experience in the Australian finance and banking industry, with the vast majority of this time being spent in financial planning related roles. Joseph's career in financial advice, includes financial planning, paraplanning, compliance and advice remediation.
His experience in advice remediation began with KPMG in 2019 where he started as a case assessor in a full advice remediation project, eventually leveraging this expertise and moving into a Quality Assurance Peer Review position.
He joined Oceanic Consulting Group in 2022 where he focused on the review of highly complex holistic financial advice against licensee requirements, regulatory obligations and project methodology.
As a Senior Manager in Service Delivery, Joseph provides critical support for the client-facing operations of OCG’s large-scale engagements.
EXPERTISE
Remediation
Financial Advice Review
Holistic Financial Advice
Relationship Building
QUALIFICATIONS
Certified Financial Planner
Advanced Diploma of Financial Services
Diploma of Financial Services
Bachelor of Commerce (Accounting and Finance)
