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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.

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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. 

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FPA Professional Practice

CONTACT US

Head Office: 

T 111

793 Burke Road

Camberwell  VIC  3124

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

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

MEMBERSHIPS

OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd (AFSL 230323)

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THE BLOG

ARE YOU READY TO START?

Family

Ready to start your journey to
wealth and abundance? 

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Contact us to book your
complimentary consultation.

Copyright © 2021 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) are Authorised Representatives of Consultum Financial Advisers Pty Ltd (ABN: 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. 

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