Our team
Get to know the people behind your plan
Our growing team of over two dozen specialist financial services professionals reflects our willingness to invest in the best people to ensure the highest quality results.
Cameron Vallve
Director
Peter Hawker
Financial Adviser
Vince Di Berardino
Financial Adviser
Amy Chan
Financial Adviser & Mortgage Consultant
Michael Jiang
Operations Manager
Diane Cabase
Client Services Associate
Sean Tay
Paraplanner
Jia Wei Yong
Paraplanner
Pravitha Nadanarajah
Paraplanner
Alice Yeo
Paraplanner
Terrence Teh
Junior Paraplanner
Our core values
A culture our clients can feel
Oak prides itself on having a collaborative, versatile, hard working and innovative culture, and we believe this shines through in our customer service experience. We recognise and reward staff frequently, and we train and develop recruits to create a knowledgeable and collaborative environment.
Discover your goals with a 1:1 goal discovery session
Book your free financial planning session today. We've got offices in Melbourne, Kew East and Boronia — or we can come to you.
Book your free session