- Avid Reader
- Travelling
- Running
- Kayaking
- Australian Rules Football
- My family
Andrew Oakley
Perth
Summary
With over 20 years' client-focused experience in financial planning and investments, I am passionate about providing personalized and strategic financial advice, empowering individuals and families to achieve their financial goals with complete confidence. An advocate that business success is driven by team collaboration, I have strong experience in mentoring and coaching to not only my peers but other team members. I have been recognized for my client relationships and meticulous attention to detail, fostering my business achievements, client satisfaction and high level of compliance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Financial Planner
AIA Financial Wellbeing
10.2021 - Current
- Providing Personal Advice and building strong relationships to help clients achieve their financial goals through the drafting of of comprehensive financial plans, focusing on superannuation, retirement, investment and personal insurance advice.
- Mentoring team members to enhance their technical knowledge and process efficiency for individual, team and business success.
- Building relationships internally, collaborating and providing experience input with a focus with a focus on improving the business to succeed.
- Establishing strong relationships with external partners in recognising financial planning opportunities with a focus on increasing referrals to the business.
- Continuously updated industry knowledge through professional development and staying abreast of market trends.
Financial Planner
Commonwealth Bank
01.2017 - 10.2021
- Drafted comprehensive financial plans for customers of the Commonwealth Bank with investment, superannuation and personal insurance advice.
- Regular training of Commonwealth Bank staff in recognising financial planning opportunities.
- Continuously updated industry knowledge through professional development and staying abreast of market trends.
Investment Advisor
BBY Pty Ltd
08.2011 - 12.2015
- Providing advice, developing strategies and transacting on behalf of clients in equities, commodities, foreign exchange and derivatives.
- Maintaining and building a client based of retail, High Net Worth and SMSF investors.
- Providing analysis and research to the business in helping to identify investment trends and opportunities.
Client Adviser Futures and FX
Stonebridge Group
04.2002 - 08.2011
- Developed strong relationships with clients, providing analysis, transacting and personalized advice in domestic and overseas futures markets.
- Maintaining a client base of farmers and farming groups with the main purpose in advising of risk hedging strategies in grain commodity and foreign exchange markets.
- A member of the business research team providing analysis of commodity, foreign exchange and financial futures markets.
Futures Trader
DJ Carmichael Stockbrokers
04.1999 - 04.2002
- Managing the night desk for client transactions on international futures and derivative exchanges.
- Providing regular research reports on investment and financial market news and trends for the distribution to the business's clients.
Education
Tax Advising - Tax For Financial Advising
KAPLAN
Perth, WA02-2025
Graduate Diploma - Financial Planning
KAPLAN
Perth, WA12-2022
Diploma - Financial Planning Level 1
KAPLAN
Perth, WA12-2016
Graduate Diploma - Applied Finance And Investment
FINSIA
Perth, WA12-1996
Bachelor of Economics - Economics
University of Western Australia
Perth, WA12-1994
Skills
- Extensive knowledge and experience in the advising of superannuation, retirement planning, investment planning and personal insurance
- Developed skills in clear client communication, rapport and influence with the purpose of building and nurturing ongoing relationships and client satisfaction
- Strong mentoring and coaching skills
- Advocate of a team and business based success through collaboration
- Strong presentation skills
- Attention to detail and compliance
- Accountability
- Proficient computer skills
Accomplishments
- Promotion to Senior position
- Consistently high customer satisfaction scores.
- Consistently a top performer in the business.
- Consistently 'Low Risk' compliance audits.
- Well respected internally with colleagues and peers.
- Was a member of the initial team that helped establish AIA Financial Wellbeing with tools, processes efficiencies and operations.
- Recognised for my achievements at the Commonwealth Bank in 2019 and 2021 with invitations to the Commonwealth Bank 'Ultimate Success' State Awards Dinners.
- Recognised for my achievements at AIA Financial Wellbeing in 2024 and 2025 with invitations and attendance at the 'Peak Performance Programs'
Certification
Financial Advice Association of Australia (FAAA)
Interests
Timeline
Senior Financial Planner
AIA Financial Wellbeing
10.2021 - Current
Financial Planner
Commonwealth Bank
01.2017 - 10.2021
Investment Advisor
BBY Pty Ltd
08.2011 - 12.2015
Client Adviser Futures and FX
Stonebridge Group
04.2002 - 08.2011
Futures Trader
DJ Carmichael Stockbrokers
04.1999 - 04.2002
Tax Advising - Tax For Financial Advising
KAPLAN
Graduate Diploma - Financial Planning
KAPLAN
Diploma - Financial Planning Level 1
KAPLAN
Graduate Diploma - Applied Finance And Investment
FINSIA
Bachelor of Economics - Economics
University of Western Australia
Similar Profiles
Jia (Sophie) LuoJia (Sophie) Luo
Advice Associate at AIA Financial WellbeingAdvice Associate at AIA Financial Wellbeing
Aldi Fathana ElyonsaAldi Fathana Elyonsa
Client Relation Management at AIA FinancialClient Relation Management at AIA Financial
Harisman SirHarisman Sir
Senior Actuarial Analyst at AIA FinancialSenior Actuarial Analyst at AIA Financial
Patrick DemontePatrick Demonte
Utility/Housekeeping at MAC VillageUtility/Housekeeping at MAC Village
Alicia ERASMUSAlicia ERASMUS
Labourer /General Labor Construction Worker at Teamwork (Hansens)Labourer /General Labor Construction Worker at Teamwork (Hansens)