ENQUIRE WITH US TODAY!

Office locations in Tweed Heads and Gold Coast.

Our Financial Planner's 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, email us 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 (Tweed Coast) 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.

 

WHY CHOOSE US?

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

DANIEL MIKLOS

Director & Senior Financial Planner

KYLIE CAVE

Office Manager

ED HANZIC

Finance Manager and Senior Paraplanner

JULIE PETIT

Lending Specialist

KAREN MIKLOS

Investment & Property Analyst

Our Blog

Testimonials

  • 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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