Working at Oak Four
Are you looking for a collaborative environment where you can make your voice heard? Join us and Build Your Future.
Where great ideas are welcome
One of the best things about Oak Four is that good ideas are always welcome—no matter where they come from. That’s why we’re constantly looking for talented professionals who bring fresh ideas and a different perspective. If you’re looking for personal growth, explore opportunities at Oak Four.
Opportunities
Advisers - Solve real problems for real people
Oak Four helps clients navigate complex investment and planning decisions. As an Oak Four Adviser, you’ll be part of our clients’ innermost circle. You’ll serve as financial confidantes, while helping solve real world challenges.
Service Team Members
As a full-service financial planning and investment management firm, we’re searching for ambitious, intellectually curious people who can energise our business with new thinking and help deliver great outcomes for our clients.
Roles:
- Paraplanning
- Financial Planning Administrators
Team
Kevin
Kevin has been an authorised financial adviser for over 10 years. Providing Oak Four clients with a methodical structure to consider all aspects of their financial planning needs, Kevin prides himself on articulating complex issues in a manner that makes sense.
Motivated by his desire to help people achieve the freedom to make different life choices, Kevin has a passion for financial coaching and providing clients with an extremely valuable perspective to give solutions for achieving their key goals.
Kevin is married with three children and enjoys reading and new technology. Kevin’s forward-thinking nature is also reflected in Oak Four’s desire to reduce its environmental impact.
Andy
With over 15 years financial services experience Andy established Oak Four alongside Kevin; both directors sharing the same vision of providing a clear, forward thinking and lifelong financial planning service.
Andy oversees the technical accuracy of the company's operations, ensuring that Oak Four consistently delivers on its promises and implements advice in a smooth and timely manner.
In his personal time Andy is a competitive cyclist and enjoys spending time with his young family.
