Oak Advisory was founded in 2017 on the idea that it is impossible to provide exceptional quality financial advice, if you are owned or aligned with a bank.
Just like how you go to the doctor before the chemist, we believe that quality independent financial advice should prioritise strategy first, with financial products used as a complement to this strategy
As such we are purely fee-for-service, and do not receive any remuneration that could put our interests in conflict with yours.
As part of our commitment to our clients’ Oak Advisory has the following guiding principles:
- Act fairly, honestly and professionally towards our clients.
- Provide financial advice of exceptional quality.
- Charge fees that are fair and reflective of the service provided.
Born and raised in Perth, James founded Oak Advisory after noting a lack of options for Western Australian’s seeking truly independent financial advice.
With the founding of Oak Advisory, James’s intention was to establish a leading WA owned and operated financial advice practice, with a focus on providing exceptional quality financial advice, while maintaining a company culture that reflected the highest levels of professionalism. Prior to starting Oak Advisory James worked at several Perth based financial planning firms.
James is a Certified Financial Planner (CFP), and a Certified Practicing Accountant (CPA).
He received a Certificate of Excellence for the marks he obtained during the CPA Course, and at the time he obtained his CPA designation, he was the youngest person in Australian history to be awarded both the CFP and CPA designations.
He has a Bachelor of Commerce from the University of Western Australia as well as a Diploma, and Advanced Diploma in Financial Planning.
He is member of the following professional organisations.
- Financial Planning Association of Australia
- CPA Australia