About us
In addition to a comprehensive list of traditional financial services, we also offer:
• A holistic ethical advice overlay for clients who value this specialist offering.
• Bespoke, high-performance investment portfolio management supported by the in-depth research of our expert Investment Committee.
We are proud and active members of The Financial Planning Association (FPA), and Responsible Investment Association Australasia (RIAA).
ETHICAL OVERLAY
INVESTMENT EXPERTISE
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Richard Owen
Managing Director & Principal Adviser – CFP®
Long-term member of the Australian Financial Planning Association, Richard has been helping his clients achieve their goals for over 15 years. Richard has been a vocal advocate for the professional evolution of the financial planning industry for many years, and was an early adopter of the ethical, values-based advice movement in Australia.
A highly respected and approchable leader in the eyes of peers and colleagues, Richard’s greatest asset is his ability to understand the individual needs of his clients and to work with them in trusted partnership towards the delivery of genuine outcomes that make a positive difference in their lives.
Richard Owen
Managing Director & Principal Adviser – CFP ®
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Cameron Vallve
Chairman
Founder of the Oak Financial Group, Cameron established one of the largest and most successful multi-faceted retail financial services practices in Australia. Having spent over 20 years working with leading investment organisations and banks both in Australia and overseas, including his London-based role overseeing EMEA markets for Fidelity Investments, Cameron provides the firm with a wealth of financial services experience. His role as Board Chairman is to provide strategic oversight and guidance to the Executive Team in helping them navigate the significant change facing the industry over the next decade, and to ensure the business remains steadfast to its values and customer mandate.
Cameron Vallve
Chairman
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Diana Chavez
Head of Operations & Client Services
Multi-dimensional professional with a background in engineering and marketing management and over 13 years of experience in business development, account and contract management, processes and procedures.
Diana cares deeply about people and thrives to build lifelong relationships with clients, colleagues and external providers based on mutual trust, commitment and delivering results. Her role within the firm brings to the table top quality customer care and process agility.
Diana Chavez
Head of Operations & Client Services
We have one over-arching goal in working with you – achieving the most optimal financial outcomes possible for you and your family in order to ensure your future security and success.
We will put your interests ahead of our own and treat them with the respect and importance they command. A successful partnership though is only ever achieved when both parties work together to arrive at a common goal.
Throughout our experience over many years we have learnt that we can best help clients who:
• Are responsive to queries, discussion and recommendations
• Engage in the process
• Are open, honest and comprehensive
Speak to our experienced team today…