Matthew Oake, AFP®

Name Matthew Oake AFP®
Address Level 6 87-95 Pitt Street
Sydney, NSW 2000
Phone 0418 863 457

Matthew joined Private Wealth Partners in October 2016, prior to this he was a Financial Adviser at DWL Financial Services for over 13 years. Matthew has also held various positions in a major Australian Stock Broking firm followed by an advisory role in another boutique financial planning practice. Prior to working in Financial Services Matthew was a Geologist for some of the world’s largest gold and base metal mining companies.Matthew provides advice to a diverse range of clients which requires him to be technically competent across all financial planning strategies. With a passion for investing and an ability to ascertain each client’s individual needs, Matthew has the necessary skills to ensure his clients have every opportunity to achieve their financial goals.He holds a Bachelor of Science, a Graduate Diploma of Applied Finance and Investment, Diploma of Financial Planning and has completed specialist studies with regard to Self-Managed Superannuation Funds.

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