Financial Adviser
· NORTH SYDNEY, NSW
Matthew Graeme Oake
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000426956
About Matthew Graeme Oake
Matthew Graeme Oake is a financial adviser based in North Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Matthew is currently authorised under Clontarf Private Wealth, operating through Pwp Capital. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Science from Macquarie University. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Science
Macquarie University
2003
Graduate Diploma Applied Finance and Investment
The Securities Institute of Australia
2004
Diploma of Financial Planning
Kaplan