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!

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.  

 

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)

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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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