Our team

Get to know our team

Our growing team of over two dozen specialist financial service professionals across three office locations reflects our willingness to invest in the best people to ensure the highest quality results.

Get to know us all a little better by clicking on any of the images below for more information.

  • Cameron Vallve Managing Director
    Oak Group Holdings
  • Steve Harris Managing Director
    Oak Accountants
  • David Verlander Head of Advice
    Oak Financial Planning
  • Heidi Triegaardt Head of Operations
    Oak Group Holdings
  • Peter Hawker Senior Financial Planner
    Oak Financial Planning
  • Brad Smith Senior Financial Planner
    Oak Financial Planning
  • Olivia Grant Financial Planner
    Oak Financial Planning
  • James Collie Senior Financial Planner
    Oak Financial Planning
  • Cody Mackay
    Cody Mackay Financial Planner
  • Jeremy Douglas Financial Planner
    Oak Financial Planning
  • Mathew Riddell
    Mathew Riddell Financial Planner
    Oak Financial Planning
  • Alex O’Neill Financial Planner
    Oak Financial Planning
  • Brianna Lyons
    Brianna Lyons Client Services Associate
    Oak Financial Planning
  • Darren Wang
    Darren Wang Senior Data Analyst
    Oak Financial Planning
  • Roisin Dalton
    Roisin Dalton Client Services Manager
    Oak Financial Planning
  • Kenny Huynh
    Kenny Huynh Paraplanner
    Oak Financial Planning
  • Samuel Hards
    Samuel Hards Investment And Research Analyst
  • Leah Hooper
    Leah Hooper Office Manager
    Oak Group Holdings
  • Ann Hamilton
    Ann Hamilton Client Services Associate
    Oak Financial Planning
  • Stephanie Cole
    Stephanie Cole Client Services Associate
    Oak Financial Planning
  • Xavier McMahon
    Xavier McMahon Client Services Associate
    Oak Financial Planning
  • Vincent Lin
    Vincent Lin Client Services Consultant
    Oak Financial Planning
  • Tay Chan
    Tay Chan Client Services Associate
  • Justin Lau
    Justin Lau Client Services Associate
  • Steve Vallve
    Steve Vallve Technical Support
    Oak Group Holdings

Our core values

Oak prides itself on having a collaborative, versatile, hard working and innovative culture and we believe this shines through in our customer service experience. You can expect to receive the utmost professional service, fast response times and a friendly attitude – always.

 

We recognise and reward staff frequently to ensure a job well done does not go unnoticed. We train and develop recruits to create a knowledgeable and collaborative environment.

Collaboration
100%
Honesty
100%
Progressiveness
100%
Ambition
100%
Agility
100%

Learn more about how we can help you

Contact Us

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