Our Team |
Oak Financial Partners / Our Team
Advisers
|
|
Cameron Vallve Before establishing Oak Financial Partners, Cameron worked for a number of leading banks and investment organisations, both in Australia and overseas. He has a Bachelor of Commerce from The University of Melbourne and is a member of Mensa Australia. |
|
 |
Lester Buch Lester loves sports, music, watching movies and reading about a wide range of topics. He is very sociable and likes meeting new people especially ones with a good sense of humour. He is very passionate about the share market and investing. He has worked for a number of leading investment banks and has global experience spanning 3 continents. He has a Bachelor of Commerce and an Honours Degree in Investment Finance. |
 |
Peter Hawker Peter Hawker holds a Bachelor of Management Degree (Farm Business) from University of Sydney and a Diploma in Financial Planning. Currently he is sitting Board Member of Field and Game Australia. Previous to this, Peter held national senior management roles in Corporate Agribusiness in Australia, Farm Planning and Agronomy advisory services in South Australia and Western Australia. Peter loves spending time with his family, enjoys golf and tennis when time is available. |
 |
Siobhan Foley Siobhan has a Bachelor of Commerce from Deakin University with majors in Finance, Financial Planning and Marketing, as well as five years of experience in the industry. She enjoys working with clients to ensure that they achieve the best current position as well as planning to achieve their future goals. In her spare time she enjoys most outdoor activities including snowboarding, beach trips and walking her two dogs. |
 |
Margherita Barbanti Margherita has 15 years in the finance industry. This has provided her with knowledge and experience in areas such as Superannuation and Retirement Planning, Self Managed Superannuation, Risk Management/Wealth Protection, tailored Investment portfolios and Estate Planning. She also has a strong interest and history in Aged Care Services. Margherita keeps a keen eye on global and domestic financial matters, as well as being abreast of the latest changes and developments with the Financial Advice Industry.
|
 |
Vishal Gupta Vishal has a Bachelor of Commerce, Advanced Diploma in Financial Services as well as 4 years experience in the Financial Services industry. He enjoys working with clients and helping them to achieve their financial goals. He also has a strong interest and knowledge about corporate super accounts. |
|
Operations
 |
Heidi Triegaardt During her recent studies towards a Bachelor of Business at Monash University, Heidi developed an interest in business law and human resources. Heidi has worked at Oak Financial for the past 2 years while studying. Now that uni is finished, she has joined us full-time and looks after all operational aspects of the business. She likes to paint and play netball and has a wicked sense of humour. |
 |
Roisin Dalton Roisin recently joined Oak after 5 years working in the accounting industry. Undertaking her administration duties with enthusiasm and passion, she is always looking for any opportunity to learn and develop her skills. When not working, she enjoys spending time with her baby boy, playing in-line hockey and relaxing with family and friends. Roisin has recently begun studying to obtain a Diploma of Business. |
 |
Vanessa Groom Vanessa is in her final year at Monash University, completing her Arts and Business degrees, with a focus in Behavioural Studies and Marketing. When not studying or working, She enjoys cooking, and reading – not to mention her passion for travelling. Vanessa loves going out with friends to the best bars and discovering new places to eat. Working at Oak Financial has given her the opportunity to finely tune her love for customer service and administration skills in an environment which is always presenting new challenges.
|
 |
Eden Rochester Eden juggles her many roles at Oak effortlessly. Before joining us, she spent four years working in civil law offices that specialise in litigation and compensation. Much of her spare time is spent with her multitude of brothers, sisters and cousins and she enjoys anything to do with fashion and sports. |
 |
Fauzi Tanumihardja Business and Finance has always been Fauzi’s keen interest. Right after graduating from Monash University with Bbus (Banking and Finance) and Master of Applied Finance, he ventured as an entrepreneur in vocational education industry before answering his calling back into finance. He decided on financial planning as it allows him to see up close and get personal with individual clients. His role in writing up their plans certainly fulfills his wishes. He practices kick boxing to keep fit, likes photography, and spend his leisure time with family and friends.
|
 |
Tanya Ficatas Tanya is currently in her final year of studying, completing a Degree in Commerce with a major in Finance. She began working at Oak Financial as an intern and now has a part time position in administration. Tanya’s witty sense of humour coupled with her contagious laugh is always providing the office with entertainment. When she is not working or studying she is dedicated to boxing, training at the gym or meeting up with friends. .
|
 |
Enrico Javier Rick has more than 10 years experience in the provision of executive support to senior Executives in large and complex government environments. He also has a background in IT project management and is a certified PRINCE2 methodology practitioner. Rick studied Economics in the Philippines and has a qualification in Business (Project Management) from Swinburne University of Technology. He is an avid Collingwood Magpies supporter and plays a lot of golf and PS3 games.
|
 |
Chris Nguyen Chris joined Oak Financial Partners in 2012, working within the operations team assisting with all enquiries. He always offers assistance and constructive input to discussions. Chris has an interest in motor cars, adrenaline activities and spending time with his friends. Chris has an appreciation for Australian music, arts and also a creative curiosity in photography.
|
Oak Accounting
 |
Chris Arandt
From snow skiing in Austria, to golfing in Scotland and Puerto Rico, plus a 40 day Contiki tour of Europe, Chris enjoys travelling as well as catching up with friends. Previously, he has worked in banking and multinational firms in finance and tax positions, both in Australia and internationally. Chris has an RMIT Business Degree in Economics and Finance (which included an exchange program to The University of Minnesota), and has undertaken post-graduate tax studies.
|
|
 |
Yemi Adeoba Yemi holds a Bachelor of Business Degree majoring in Accounting and Behavioural Studies from Monash University. Previously, Yemi worked for a wide a range of companies in the Retail and Hospitality industry, however has found a love for taxation. Yemi has a sick sense of humour, a taste for fine dining and loves spending her time with her friends and family. |
 |
Vivian Li Vivian’s tax and accounting practical experience, in addition to having completed a Masters of Accounting at Swinburne University, enable her to efficiently assist our clients with various business issues (including income tax matters, BAS/GST, and tax administration). Her focus is also on the firms Asian client base, however assists many other clients as well. Vivian shows tremendous patience and always puts her clients first. Outside of work she teaches Chinese/Mandarin to children, enjoys spending time with friends, loves travelling and trying all types of cuisine.
|