OakWealth is a proud to have been accredited as an FPA Professional Practice by the Financial Planning Association (FPA), Australia's leading professional body for financial planners.

As an approved FPA Professional Practice, we are recognised for and comply with the highest ethical and professional standards set by the FPA.

 

We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals - the most qualified financial planners in the world. 

 

CONTACT US

Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au

MEMBERSHIPS

OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)

FOLLOW US

  • Facebook Social Icon
  • LinkedIn Social Icon
  • Instagram-v051916

THE BLOG

ARE YOU READY TO START?

Ready to start your journey to
wealth and abundance? 

Contact us to book your
complimentary consultation.

Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

Terms and Conditions | General Advice Warning | Privacy Policy