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.