Andrew Oakley
Financial Planner
Andrew's qualifications
At work
Andrew is a qualified Australian Financial Planner with over 20 years’ of experience helping clients work towards their long-term financial goals.
Andrew supports clients to build, manage and protect their wealth. With expertise across superannuation, retirement planning, investments and risk protection, Andrew provide strategic, tailored personal advice designed to create financial confidence and security.
Away from the office, Andrew keep actives 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.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.