Before establishing Oak Financial Planning in 2008, I worked for a number of leading banks and investment organisations, both in Australia and overseas.
Having then worked as a financial planner for over 10 years, I recently transitioned to a non-executive role to focus on leading and growing the business in partnership with our executive management team. I hold a Bachelor of Commerce from The University of Melbourne and am a member of Mensa Australia.
The pace of change in our industry is unprecedented, and many market participants may find the journey to daunting. At Oak we are embracing the proposed increases to adviser education requirements and professional standards as a long-overdue necessity to rebuild the communities’ trust in the Financial Services industry. With a growing and well-resourced team of specialists colleagues to draw from, we have our finger on the pulse of investment opportunities, the economic climate, regulatory change, new product initiatives and potential risks to avoid. The team at Oak are more committed than ever to bring energy, passion, and a drive to succeed to our professional relationships, and we will respect and reward those who trust our business with the responsibility to be their financial partner.
See what our clients say
Cameron Vallve and the team at Oak have been providing my family with financial advice for over 10 years and we trust them implicitly. We didn't have a huge amount of spare cash in the beginning and so didn't think we needed any "financial advice", originally we just wanted to better manage our tax! But Oak have helped us build a clear and flexible wealth strategy to achieve our short and long term goals. They manage everything from our super to our life insurance, income protection, share portfolio, home loan and property investment. The advice is independent, practical, and always includes options so we always feel in control. And year after year, despite economic and market challenges we experience strong financial returns. Cameron has even managed to educate/convert my tradie husband about investing and planning through his practical and simple translation of what can initially seem like complex financial concepts! I have referred him to endless friends, family and professional colleagues who proclaim the same personal and quality service and I would highly recommend Oak to anyone seeking to build their future - no matter what age, status or life stage.