OakWealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

PO Box 144, Ringwood East, Victoria, 313...

Phone Number

+61 398828288

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About OakWealth

OakWealth is a premium provider of comprehensive financial planning services, specializing in wealth creation, retirement planning, accounting, and estate planning. The firm emphasizes a personalized approach, aligning financial strategies with clients' goals and values. With a team of experienced professionals, including co-founders with extensive backgrounds in financial management, OakWealth aims to foster trust and confidence in their clients' financial journeys. Their services cater to individuals seeking to secure their financial future and achieve long-term wealth.Explore more
OakWealth's Social MediaPopular SearchesOakWealthOak Wealth Solutions Pty LtdOAK Wealth LegalWealth SolutionsSIC Code 62,628NAICS Code 52,523Show more

OakWealth Org Chart

PhoneEmail
HS
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Co-Founder & General Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OakWealth

<$5M
1-10
Private
-
2010
HS
Hwan San KooCo-Founder & General Manager
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2016
AA
Asad AhmadCorporate Authorised Representative
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2012
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

OakWealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

OakWealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about OakWealth.

OakWealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding OakWealth

What is OakWealth's official website?
OakWealth's official website is www.oakwealth.com.au
What is OakWealth's Revenue?
OakWealth's revenue is <$5 Million
What is OakWealth's SIC code?
OakWealth's SIC: 62,628
What is OakWealth's NAICS code?
OakWealth's NAICS: 52,523
How many employees does OakWealth have?
OakWealth has 1-10 employees
What industry does OakWealth belong to?
OakWealth is in the industry of: Finance, Securities Trading
What is OakWealth competition?
OakWealth top competitors include: Concurrence Financial Planning, Intergenerational Wealth, ClearStone Wealth, Bastion Wealth
What technology does OakWealth use?
Some of the popular technologies that OakWealth uses are: Sentry, Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform
How do I contact OakWealth?
OakWealth contact info: Phone number: +61 398828288 Website: www.oakwealth.com.au
What does OakWealth do?

OakWealth is a premium provider of comprehensive financial planning services, specializing in wealth creation, retirement planning, accounting, and estate planning. The firm emphasizes a personalized approach, aligning financial strategies with clients' goals and values. With a team of experienced professionals, including co-founders with extensive... backgrounds in financial management, OakWealth aims to foster trust and confidence in their clients' financial journeys. Their services cater to individuals seeking to secure their financial future and achieve long-term wealth.Read More

What are OakWealth social media links?
OakWealth Linkedin page OakWealth Facebook page
Is OakWealth a public company?
OakWealth is private company therefore does not currently have an official ticker symbol
See more information about OakWealth

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