Introducing... Wilson Wong, Office Assistant
In this edition of our Getting to Know OakWealth series, we are pleased to introduce you to another member of our growing team of office...
Introducing... Harrison Clayton, Office Assistant
In this edition of our Getting to Know OakWealth series, we are pleased to introduce you to Harrison Clayton.
Our partnership with The Wealth Academy: Building financial awareness and knowhow in young people
Last year, OakWealth was approached by The Wealth Academy to help deliver programs to school students about money management. Headed by...
Introducing... Terence Leong, Wealth Adviser
We are thrilled to have recently welcomed new OakWealth Wealth Adviser, Terence Leong, to the team. In this edition of our Getting to...
Introducing… Steven Koo, Office Assistant
This month we welcomed Steven Koo as a member of our Office Assistant team. While many of you may already have met Steven over the years,...
SAVE THE DATE: OakWealth's End of Year Client Seminar
We have started the exciting process of planning for the OakWealth end of year client seminar on Thursday, 7 December 2017. Please SAVE THE
Introducing… Philip Sujanto, Associate Trainee on Professional Placement
Continuing our Getting to Know OakWealth series, we have Philip Sujanto in the spotlight this month. Philip joined us in February as an...
Introducing… Natalie Tran, Associate Adviser
By now, many of you will have met OakWealth Associate Adviser, Natalie Tran. Diligent, professional and cheerful, Natalie has been a...
