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.