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    CONTACT US

    Head Office: Suite G.01

    313 Canterbury Road

    Canterbury  VIC  3126

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    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. 

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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 GWM Adviser Services Ltd (AFSL 230692)

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    THE BLOG

    ATO audits continuing to target lifestyle assets

    February 21, 2020

    Our 2019 End of Year Client Seminar

    November 29, 2019

    Super guarantee opt-out for high income earners now law

    November 18, 2019

    "Outrageous" deductions rejected by the ATO

    September 16, 2019

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    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.

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    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.

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    Terms and Conditions | General Advice Warning | Privacy Policy

    OakWealth offers a great working environment, where team members love what they do.  We are a collaborative team that prides itself on providing exceptional service to our clients and which is constantly looking for ways to do things better.  

     

    To be the best at what we do, we encourage and support ongoing training and development for all of our team members and offer traineeships and comprehensive in-house mentoring.  And when we do things well, we enjoy celebrating!

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    Our team members work hard, have great attention to detail, enjoy taking initiative and think outside of the box. But first and foremost, they believe in going above and beyond for our clients.  

     

    If you enjoy connecting with people and pride yourself in providing outstanding customer service, we would love to get to know you - send us an email and let's have coffee!

      We are always looking for  
      talented people to  
      join the OakWealth team.  

    Joining Our Team