Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2024
2 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
SOVEREIGN OAK PTY LTD
ABN39678706280
Legal entities
Show as table · Sovereign Oak: 1 registry entity
| SOVEREIGN OAK PTY LTD | ABN 39678706280 |
|---|---|
| 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
Sovereign Oak is a Sydney-based financial advice and wealth management practice who’s passionate about helping people achieve their dreams. We believe comprehensive, tailored advice is the best way to help you get there.
Whether you’re planning for retirement, a business owner looking to regain control of your finances, or a high-income earner looking to build generational wealth, our mission is the same; to help you navigate life’s financial complexities with confidence and clarity.
Sovereign Oak Pty Ltd ABN 39 678 706 280 is an Authorised Representative of Sovereign Oak Wealth Management Pty Ltd ABN 55 678 705 158 an Australian Financial Services Licensee (AFSL no. 560156).
Disclaimer: The posts and marketing material we share on this platform contains general advice which does not take into account your particular circumstances. You should consider the appropriateness of any general advice in relation to your own objectives, financial situation, and needs, and seek advice before taking any action. Where information relates to a financial product, you should obtain a copy of and consider the relevant product disclosure statement. Past performance is often not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions.
Specialties
- tax minimisation
- investing
- wealth management
- portfolio management
- financial advice
- retirement planning
- superannuation
All 7 specialties
- Financial Advice
- Wealth Management
- Superannuation
- Portfolio Management
- Retirement Planning
- Tax Minimisation
- Investing
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 35, 100 Barangaroo Avenue; Sydney, NSW 2000Primary
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
1 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.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Sovereign Oak?
One New South Wales entity on the ABR. SOVEREIGN OAK PTY LTD (ABN 39 678 706 280), high confidence.
How many people work at Sovereign Oak?
The record holds 1 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does Sovereign Oak have offices?
One address on record, Australia only. Primary: Level 35, 100 Barangaroo Avenue, Sydney, NSW 2000.
Has Sovereign Oak raised funding?
None linked to this brand.
What does Sovereign Oak list as its specialties?
Seven tags on the brand's own list, among them tax minimisation, investing and wealth management.
Which companies are listed alongside Sovereign Oak?
Eight peer profiles on record: Tempus Wealth and Advice First Pty Ltd.