Brand profile · Financial Services

Oakmont Financial Group

Perth, Western Australia-based Oakmont Financial Group operates in Financial Services. It is privately held, and its site is oakmontfinancial.com.au. It holds one address on record, all in Australia. Headcount on record is 12. Its work is tagged retirement planning, personal insurance and superannuation. Two Australian registrations (ABN) are candidate matches. It is listed alongside nine similar brands, mostly in Financial Services.

oakmontfinancial.com.au LinkedIn

Profile live Privately Held Founded 2017 2 registry matches ABN 1 office country
Registry match · ABR
Counted staff
12
self-reported 11–50 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 registrationsMatched by name against ABR, so this is a candidate list, not a confirmed identity. Confidence and match method are shown against every row.

  • OAKMONT FINANCIAL GROUP PTY LTD

    ABN31164365995

    WAMedium confidenceMatched on exact nameABR

  • Oakmont Financial Pty Limited

    ABN29120087612

    NSWMedium confidenceMatched on exact nameABR

Legal entities

Oakmont Financial Group: 2 registry entitiesOakmont Financial Group is linked to 2 registry entities: OAKMONT FINANCIAL GROUP PTY LTD (ABN 31164365995, candidate); Oakmont Financial Pty Limited (ABN 29120087612, candidate).Oakmont Financial GroupOAKMONT FINANCIAL GROUPPTY LTDABN 31164365995Candidate · Medium confidenceOakmont Financial PtyLimitedABN 29120087612Candidate · Medium confidence
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OAKMONT FINANCIAL GROUP PTY LTDABN 31164365995
Oakmont Financial Pty LimitedABN 29120087612
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

Founded in July 2017, Oakmont Financial Group is the product of a merger between two well established Perth businesses, Life and Benefits and Aldus Financial Services. With specialists providing advice in all aspects of financial planning, Oakmont pride themselves on providing tailored advice to both individuals and businesses, suitable to each client's situation and goals.

Specialties

All 5 specialties
  • Financial Planning
  • Superannuation
  • Personal Insurance
  • Business Insurance
  • Retirement Planning

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AU220 St Georges Tce; Perth, Western Australia 6000Primary

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Spending power

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Signals & hiring

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Financials

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

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entities operate under Oakmont Financial Group?

Two Australian entities on the ABR: OAKMONT FINANCIAL GROUP PTY LTD (ABN 31 164 365 995) and Oakmont Financial Pty Limited (ABN 29 120 087 612). Both medium confidence.

How many people work at Oakmont Financial Group?

12 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Oakmont Financial Group have offices?

One address on record, Australia only. Primary: 220 St Georges Tce, Perth, Western Australia 6000.

Has Oakmont Financial Group raised funding?

None linked to this brand.

What does Oakmont Financial Group list as its specialties?

Five tags on the brand's own list, among them retirement planning, personal insurance and superannuation.

Which companies are listed alongside Oakmont Financial Group?

Nine peer profiles on record: Partners Wealth Group and Calder Wealth Management.

What is Oakmont Financial Group's website?

oakmontfinancial.com.au