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Our Team

Matthew Oake

Matthew joined DWL Financial Services in July 2003 as a Financial Adviser. His diverse range of clients has required him to be technically competent across all financial planning strategies. With a passion for investing and an ability to ascertain each client’s individual needs, Matthew has the necessary skills to ensure his clients have every opportunity to achieve their financial goals. 

Before joining DWL Financial Services Matthew held various positions in a major Australian stock broking firm followed by an advisory role in another boutique financial planning practice. Prior to working in Financial Services Matthew was geologist for some of the world's largest gold and base metal mining companies.

He holds a Bachelor of Science, a Graduate Diploma of Applied Finance and Investment, Diploma of Financial Planning and has completed specialist studies with regard to self-managed superannuation funds.