Matthew Graeme Oake
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000426956
- Location
- North Sydney NSW 2060
- Licensee
- Clontarf Private Wealth Pty Limited (AFSL 700179); Private Wealth Partners Group Pty Limited (AFSL 484737)
- Authorised since
- 17 September 2026
- First provided advice
- 2003
- Qualifications
- Bachelor of Science, Macquarie University (1994); Graduate Diploma Applied Finance and Investment, The Securities Institute of Australia (2003); Diploma of Financial Planning, Kaplan (2004)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Graeme Oake
Matthew Graeme Oake is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000426956).
The licensee Matthew advises under is Clontarf Private Wealth Pty Limited (AFS licence 700179). The register also lists Private Wealth Partners Group Pty Limited (licence 484737). That authorisation dates from 17 September 2026.
The register records 2003 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Science (Macquarie University, 1994), Graduate Diploma Applied Finance and Investment (The Securities Institute of Australia, 2003) and Diploma of Financial Planning (Kaplan, 2004). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Graeme Oake a registered financial adviser?
Yes. Matthew Graeme Oake is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000426956.
Which licensee does Matthew Graeme Oake work under?
Clontarf Private Wealth Pty Limited, Australian financial services licence 700179 and Private Wealth Partners Group Pty Limited, Australian financial services licence 484737.
What can Matthew Graeme Oake give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives.