Our team

Get to know our team

Our growing team of over two dozen specialist financial service professionals reflects our willingness to invest in the best people to ensure the highest quality results.

Get to know us all a little better by clicking on any of the images below for more information.

  • Peter Hawker Senior Financial Adviser
  • Daniel Palmer Financial Adviser
  • William Jackson Financial Adviser
  • Vince Di Berardino
    Vince Di Berardino Financial Adviser
  • Amy Chan Mortgage Consultant
  • Callum Todaro
    Callum Todaro Adviser Services
  • Ann Hamilton Client Service Associate
  • Elana Ganieva
    Elana Ganieva Client Services Associate
  • Tuscanny Yankos
    Tuscanny Yankos Client Services Associate
  • Kohl Gianoli
    Kohl Gianoli Operations Manager
  • Joenela De La Cruz
    Joenela De La Cruz Client Services Associate
  • Christelle Romero
    Christelle Romero Client Services Associate
  • Cam Dosdos
    Cam Dosdos Client Services Associate
  • Diane Cabase
    Diane Cabase Client Services Associate
  • Sean Tay
    Sean Tay Paraplanner
  • Jia Wei Yong
    Jia Wei Yong Paraplanner
  • Pravitha Nadanarajah
    Pravitha Nadanarajah Paraplanner

Our core values

Oak prides itself on having a collaborative, versatile, hard working and innovative culture and we believe this shines through in our customer service experience. You can expect to receive the utmost professional service, fast response times and a friendly attitude – always.

 

We recognise and reward staff frequently to ensure a job well done does not go unnoticed. We train and develop recruits to create a knowledgeable and collaborative environment.

Collaboration
100%
Honesty
100%
Progressiveness
100%
Ambition
100%
Agility
100%