08 6424 8295
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Exceptional Quality Financial Advice

Uniquely suited to provide independent financial advice

how can we help?

Exceptional Quality Financial Advice

Uniquely suited to provide independent financial advice

how can we help?

Exceptional Quality Financial Advice

Uniquely suited to provide independent financial advice

how can we help?

What We Do


We provide bespoke and independent financial advice of an exceptional quality.

Who We Are


We are the only Western Australian member of the Independent Financial Advisers Association, and one of only two firms in WA recognised in the SuperGuide Independent Financial Advisers Guide

Get In Touch


If would like Independent Financial Advice, or would like further information please get in touch.

Independent Financial Planners & Advisors Perth

Independent financial planning is financial planning, without the focus on selling financial products.

An independent financial advisor does not receive commission, kickbacks or other conflicted remuneration from financial product providers such as banks, or insurance companies. Instead the advice costs are paid on a fee-for-service basis, just like a doctor or accountant. These commissions and kick-backs can be particularly lucrative, which is why out of 17,000 financial advisors in Australia, SuperGuide lists only 92 as being independent.

The focus of an independent financial planner is purely on strategies that are going to increase and protect your wealth. So regardless of whether you want to save for a deposit, buy your first house, pay down your mortgage faster, retire comfortably or simply invest.

Oak Advisory offer services that can help. Rely on the best independent financial planners and advisors, call our Perth office now on 08 6424 8295.

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