Brand profile · Financial Services

Oak Advisory

Oak Advisory works in Financial Services, out of Subiaco, Western Australia. Ownership is privately held; it publishes at oakadvisory.com.au. It holds one address on record, all in Australia. The record counts 4 people. Tagged financial planning, retirement planning and financial advice. Two Australian registrations (ABN) are candidate matches. The record links six similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2017 2 registry matches ABN 1 office country
Registry match · ABR

Key facts

Counted staff
4
self-reported 2–10 band
Founded
2017
9 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsThese are name matches on ABR. 2 registrations share this brand's name; which one you contract with is a question for the register.
  • OAK ADVISORY PTY LTD

    ABN90622367720

    WAMedium confidenceMatched on exact nameABR

  • OAK ADVISORY GROUP PTY LTD

    ABN75642646893

    WAMedium confidenceMatched on exact nameABR

Legal entities

Oak Advisory: 2 registry entitiesOak Advisory is linked to 2 registry entities: OAK ADVISORY PTY LTD (ABN 90622367720, candidate); OAK ADVISORY GROUP PTY LTD (ABN 75642646893, candidate).Oak AdvisoryOAK ADVISORY PTY LTDABN 90622367720Candidate · Medium confidenceOAK ADVISORY GROUP PTYLTDABN 75642646893Candidate · Medium confidence
Show as table · Oak Advisory: 2 registry entities
Oak Advisory: 2 registry entities
OAK ADVISORY PTY LTDABN 90622367720
OAK ADVISORY GROUP PTY LTDABN 75642646893
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Oak Advisory is one of very few independent financial planning firms in Perth.

We are a 100% fee for service practice, who do not receive a commission, brokerage or any other form of conflicted remuneration.

Specialties

All 5 specialties
  • Financial Planning
  • Financial Advice
  • Investment
  • Superannuation
  • Retirement Planning

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU47 Hay St; Subiaco, Western Australia 6008Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entities operate under Oak Advisory?

Two Western Australia entities on the ABR. OAK ADVISORY PTY LTD (ABN 90 622 367 720) and OAK ADVISORY GROUP PTY LTD (ABN 75 642 646 893). Both medium confidence.

How many people work at Oak Advisory?

The record holds 4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Oak Advisory have offices?

One address on record, Australia only. Primary: 47 Hay St, Subiaco, Western Australia 6008.

Has Oak Advisory raised funding?

None linked to this brand.

What does Oak Advisory list as its specialties?

Five tags on the brand's own list, among them financial planning, retirement planning and financial advice.

Which companies are listed alongside Oak Advisory?

Six peer profiles on record: Blueprint Wealth and Integro Private Wealth.

What is Oak Advisory's website?