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


Office Manager

Kylie Cave, Office Manager

Kylie joined Oak Tree Financial Planning in late 2016 in the position of Office Manager.

Kylie manages the administration side of our office and also assists our financial adviser’s with client services.

Her experience in administration, and her exceptional organisational skills ensures the day-to-day operations of our office run smoothly, helping to provide the highest level of service to our valued clients.

As a mother of 4 being organised is an essential part of Kylie’s life. As Benjamin Franklin once said “For every minute spent organizing an hour is earned”.

I love making lists and then crossing completed jobs off them.

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


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