Client recommendation scheme Client survey results Email us +44 1372 724 249

Andrew Oakley

Financial Planner

enquiries@bdhsterling.com

+61 8 6180 2555

Perth Office

At work

Andrew is a qualified Australian Financial Planner with over 20 years of experience helping clients plan for their long-term financial goals.

Andrew works to empower individuals to build, manage and protect their wealth. With expertise across superannuation, retirement planning, investments and risk protection, Andrew provide strategic tailored personal advice to help his clients achieve financial confidence and security.

Away from the office, Andrew likes to keep active and fit through running, cycling and kayaking on Perth’s Swan River. You’ll also see him regularly at the dog park chasing after his two beagles.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Do your research and plan early, there are many financial factors that have to be considered – tax matters, opening an Australian bank account, currency risks and UK pension transfers. Also, bring a hat and prepare to follow an AFL or NRL team.

What’s the best thing about living in Australia?

The weather, lifestyle and Australians are very friendly bunch.

What gives you the most satisfaction at work?

My client relationships that I build over time and helping them to succeed meeting their financial goals that they have in place.

What’s the best thing about working for bdhSterling?

The people that I work with – love how friendly everyone is and the camaraderie and support everyone is willing to provide. Puts a smile on my face every day.

More of our Perth team members

Get to know a few more members of our team.

See full team

Cameron Allnutt

Paraplanning Manager

Rob Teune

Group Director of Financial Planning

Ané Lindenbaum

HR Business Partner

Kylie Watterson-Stocker

Operations Director (Australia)

Natasha Mackintosh

Business Operations Analyst

Steph Mills

Pension Transfer Specialist

John Harrower

Senior Financial Planner

John Vailes

Senior Financial Planner

Daniel Ash-Wentworth

Financial Planner

Rebecca Watson

Financial Planner

Gemma Spinks

Financial Planner

Andrew Oakley

Financial Planner

Charlotte Evrard

Senior Paraplanner

Jeanri Coetzer

Paraplanner

Brody Elliott

Senior Paraplanner

Mariah Perry

Client Service Officer

Jack Hart

Paraplanner

Jessica Meehan

Paraplanner

Amit Patel

SMSF Assistant Accountant

Larissa Kelly

SMSF Administrator

Lisa Pearson

Client Administrator

Aryan Pishan

Client Administrator

Lauren Watts

Client Administrator

Contact us

Email us +44 1372 724 249

    bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

    bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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