We are on the lookout for great new recruits

We are constantly looking for talented, enthusiastic and passionate individuals who are determined to deliver results, grow with us and share in our success.

Employee Value Proposition

Working at Oak is not just about having a ‘job’; it’s about having a great life at the same time. We prioritise employee happiness and engagement in order to build a company that people are enthusiastic to work for. We want to make sure that you are benefited, recognised and rewarded.

Things you deserve at Oak beyond your competitive package…


Your work life balance is important to us. Our flexibility policy helps you to balance the demands of work and support you through various life events. This includes flexible working hours, part-time work, casual work, working from home and self-scheduled breaks.


Career Development

Every staff member is entitled to a training allowance. We support career development and conduct Annual Development Plans for all employees.

Health and Wellbeing

All staff are offered fresh fruit throughout the year.


Staff Events

We organise various events and catch-ups for staff throughout the year. This includes team lunches, quarterly staff events, monthly birthday celebrations, year-end Christmas Party and strategy days.

Reward and Recognition

Reward program

We recognise and reward you frequently to ensure a job well done, does not go unnoticed. Your colleagues can recognise you through our Employee Toast program and you can go shopping on Redii. In addition extraordinary work is rewarded and celebrated through quarterly staff awards.

Attractive bonus structure

Our transparent bonus structure enables staff to be more enthusiastic towards achieving goals, when you know what your potential bonus could be.

Staff Referral program

You are compensated for referring new clients, and new staff. Attractive payments are designed to encourage everyone to provide quality referrals

Service Anniversary Program

We reward and thank our loyal staff throughout the year who have reached significant work anniversaries.


Explore below career opportunities available at Oak Financial Planning:



You will take over the management of a large client portfolio. In this role you will provide high quality, holistic financial advice to clients across a range of products. If you have the drive to build and grow client relationships, then you must be the right fit for us.

Send us an email below with the area of your interest to receive the position description.
Tab 2


You will proactively engage with our large clientele and ensure a high standard of service is provided, in a timely manner. You will be actively involved in all stages of the advice process, whilst completing business development activities. If this sounds familiar, then we would like to talk to you.

Send us an email below with the area of your interest to receive the position description.
Tab 3


You will own and manage the administrative and workflow functions to facilitate the provision of advice to clients. This will be in accordance with business policies and compliance requirements. If you have a background in customer service, this could be the perfect position for you.

Send us an email below with the area of your interest to receive the position description.
Tab 4


You will gain practical industry exposure and training while completing University studies. Our internship program is designed to be mutually beneficial to both you and the organization, while providing you with an edge, as you enter the job market. There is often the opportunity for interns to gain employment with Oak upon completion. If this is what you are looking for then we would like to help you.

Send us an email below with the area of your interest to receive the position description.

Interested in applying for a role?