Office locations in Tweed Heads/Coolangatta and Gold Coast.

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.

Meet the team


Lending Specialist


As senior Lending Manager, Julie has access to over 30 lenders and can arrange finance for individuals and businesses. She specialises in:

  • Home Loans
  • Investment Loans
  • Refinancing
  • Personal Loans
  • Self Managed Super Fund (SMSF) loans
  • Motor Vehicle and Equipment Finance
  • Commercial Finance

Julie has been working in the Finance industry for over 4 years and has been an accountant for over 15 years.

Julie’s formal qualifications include a Certificate IV in Mortgage Broking, a Bachelor of Business, MBA (Accounting and Business Management), and she is also a Registered Tax Agent with the Taxation Institute of Australia.

I will help you get the best loan that suits your needs.

Our Blog


  • 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


Sign up today and become an Oak Tree Financial Planning Member to receive our monthly e-newsletter, handy financial tips and tricks, regular market updates and commentary and exclusive member only offers. It’s FREE to join.