Spending power
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Spending power
Key facts
Counted staff
12
self-reported 11–50 band
Founded
2008
18 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
OAK FINANCIAL PLANNING PTY LTD
ABN78126751335
Legal entities
Show as table · Oak Financial Planning: 1 registry entity
| OAK FINANCIAL PLANNING PTY LTD | ABN 78126751335 |
|---|---|
| Confirmed matches | 0 of 1 |
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 Financial Planning is a division of Oak Group Holdings based in 3 Melbourne locations and 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. Feel free to secure a financial planning consultation in Melbourne, Kew East or Boronia.
We can help you to achieve your aspirational financial goals sooner through a range of tried and tested strategies and solutions developed for over 1500 financial planning clients and counting.
Whether you are accumulating wealth and investing it wisely for loved ones, needing business advice or seeking a comfortable lifestyle in retirement, you can rest assured that we can help you achieve the best outcome for your future financial security.
Oak Financial Planning are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327 AFS License No. 232706.
Our Financial Services & Credit Guide: http://oakfinancial.com.au/wp-content/uploads/2017/08/oak-financial-planning_fscg_v3.1-24_7_2017.pdf
The information provided within this profile is intended for discussion purposes and does not constitute personal advice. It is general information only and does not take into account the personal objectives, financial situation or needs of any one person. As a result, you should obtain independent financial advice before making any decisions about your financial situation.
Specialties
- superannuation
- financial advice
- wealth creation
- financial planning
- investments
- budget management
- wealth management
All 7 specialties
- financial planning
- financial advice
- investments
- superannuation
- wealth creation
- wealth management
- budget management
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU718 High Street; Kew East, VIC 3102Primary
Grid intelligence Members
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.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Oak Financial Planning?
One Victoria entity on the ABR: OAK FINANCIAL PLANNING PTY LTD (ABN 78 126 751 335), high confidence.
How many people work at Oak Financial Planning?
12 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Oak Financial Planning have offices?
One address on record, Australia only. Primary: 718 High Street, Kew East, VIC 3102.
Has Oak Financial Planning raised funding?
None linked to this brand.
What does Oak Financial Planning list as its specialties?
Seven tags on the brand's own list, among them superannuation, financial advice and wealth creation.
Which companies are listed alongside Oak Financial Planning?
20 profiles list Oak Financial Planning as a peer — 95th percentile in Financial Services. It lists ten peers of its own. Owen Partners and InterPrac Financial Planning Pty Ltd list it back.