Brand profile · Financial Services

OakWealth

OakWealth works in Financial Services, out of Camberwell, Victoria. It is privately held, and its site is oakwealth.com.au. It holds one address on record, all in Australia. Headcount on record is 1. The record links two similar brands, most of them in Financial Services.

oakwealth.com.au LinkedIn

Profile live Privately Held Founded 2010 1 office country
Counted staff
1
self-reported band not used
Founded
2010
16 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

OakWealth is a premium provider of financial services, your sounding board as you navigate your personal wealth journey.

When you partner with OakWealth, you are opting for personalised advice designed to support you achieve your life and wealth aspirations. You are also choosing to be supported by a team with unrivalled technical expertise and who are genuinely passionate about your success.

Yihsing Koo and Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd (ABN 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

General Advice Warning: https://www.oakwealth.com.au/general-advice-warning

Terms & Conditions: https://www.oakwealth.com.au/terms-and-conditions

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

  • AU793 Burke Rd; T 111; Camberwell, Victoria 3124Primary

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Spending power

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Signals & hiring

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Financials

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FAQ

How many people work at OakWealth?

1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does OakWealth have offices?

One address on record, Australia only. Primary: 793 Burke Rd, T 111, Camberwell, Victoria 3124.

Has OakWealth raised funding?

None linked to this brand.

Which companies are listed alongside OakWealth?

1 profile lists OakWealth as a peer — 42nd percentile in Financial Services. It lists two peers of its own. Intend Financial lists it back.

What is OakWealth's website?

oakwealth.com.au