Our office is centrally located in Coolangatta/Tweed Heads making it convenient and easier for all our Gold Coast and Northern NSW clients to get to.

Can't come to us? We also offer a premium advice service and can arrange to meet with you in the convenience of your own home or workplace.

For more information, or to book your FREE no obligation initial consultation with a Financial Planner please call us, send us an email, or simply fill in the form below.

About Us

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Oak Tree Financial Planning is a specialist boutique financial planning practice with our head office located at Tweed Heads/Coolangatta and a 2nd office at Varsity Lakes to conveniently service our Gold Coast based clients.

We offer our clients a comprehensive financial planning service including;
•    Financial Planning
•    Mortgage Broking: Full Home Loan and Lending service
•    Investments & Property Investing
•    Superannuation & SMSF Advice
•    Personal Risk/Life Insurance
•    Retirement Planning

Our financial planning team have over 20 years combined experience in the financial services industry and are all tertiary qualified.

Oak Tree Financial Planning is a corporate Authorised Representative of Securitor Financial Group, one of Australia’s leading financial services licensee’s. We are also backed by one of Australia’s leading financial advisory and technical groups.

When you partner with Oak Tree Financial Planning you partner with a team of specialists so you can be rest assured that your financial planning needs are in good hands.



Financial Planning: It’s what we are most passionate about, it’s what we do, it’s what we are the best at, it’s what sets us apart from the rest.

Here’s what sets us apart;

•    You are our valued client, not just another number
•    You will partner with a dedicated financial planner
•    We will take the time to understand what is important to you and your family
•    We will develop strategies that are specific to you and your family
•    We care about your future just as much as you do
•    We will be with you all the way
•    Complete support from a team of financial specialists and experts

Meet our team below


Director & Senior Financial Planner


Office Manager


Finance Manager and Senior Paraplanner


Lending Specialist


Investment & Property Analyst

Our Blog


  • It’s great to have a company, like Oak Tree Financial Planning, that really care about you . Big or small, their commitment is the same. Such a great feeling to be able to trust that they are honest and trustworthy. Highly recommended! ...
    -Kate and Brian, Gold Coast QLD, Nov 2017

  • The personal and professional manner in which Daniel Miklos from Oak Tree Financial Planning conducted our annual financial reviews has been a refreshing experience compared to other financial institutions. We have referred Oak Tree Financial Planning to others. They too have been impressed with the professional and caring way Daniel has ...
    -Phyllis and Ed, Central Coast NSW, July 2017

  • Daniel, from Oak Tree Financial Planning, has been supporting us with financial advice for 4 years now and he has been absolutely professional, supportive, timely and all round has helped us achieve our financial goals. ...
    -Maria and Allan, Bribie Island QLD, Oct 2017

  • I have been doing business with Daniel and the team at Oak Tree Financial Planning for the last two years, and I am very happy with their services. ...
    -Julie, Hastings Point NSW, Oct 2017

  • Highly recommended Daniel and Karen and their team from Oak Tree Finanical Planning. Their honesty, professionalism and financial planning skills has been so valuable to our family. They will help you asses your current financial position and work with you to achieve your goals for the future and build your ...
    -Tahlia and Cory, Tweed Heads NSW, Sept 2017

  • Daniel, thank you so much for all your help with our financial advice. We definitely value all the advice you have given us and have loved dealing with Oak Tree Financial Planning.  I would definitely recommend your services to others. ...
    -Anna and Adam, Brisbane, Feb 2015

  • We are extremely happy with the service that Oak Tree Financial Planning has offered us. Within 3 years they showed us how we could afford 2 investment properties without it affecting our current lifestyle. I don’t think we would be in our current position without their help. They took the time ...
    -Lloyd and Michelle, Canberra ACT, Sept 2015



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