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Reviews, get directions and contact details for Oak Financial Planning

Oak Financial Planning

Story

Oak Financial has its roots firmly grounded in honesty, integrity and trust. We have grown from these principles; they represent the core of our business and the heart of our client-relationship philosophy.

Not all financial services companies are the same.

Experience the difference.

Valkyrie Private Wealth Management Pty Ltd ABN 78 126 751 335 trading as Oak Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327 AFS License No. 232706.

Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Please click here http://www.oakfinancial.com.au/wp-content/uploads/2013/02/Oak-Financial-Partners_FSCG_v10_8c_28_02_2013.pdf to find out more about our financial advice services.

Address: 718 High St, Kew East VIC 3102, Australia
Phone: (03) 9859 7789
ua.moc.laicnanifkao@seiriuqne
State: Victoria
City: Kew East
Zip Code: 3102


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
James is my adviser at Oak financial he's helped me and my wife get on track to meet our financial goals. I would highly recommend him
8 years ago (26-10-2016)
Really professional services provided, I was always updated with my investments regularly, highly recommended.
8 years ago (26-10-2016)
Use cold calling as a marketing tool. Persistant and annoying.
12 years ago (30-08-2013)
Helpful
9 years ago (16-06-2016)
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