Oliver Straker

Oliver is an adviser with a knowledge base beyond financial planning. He is a chartered accountant and his earlier experience as an auditor of ASX-listed companies gives him a strong understanding of accounting and finance.

Oliver is a director of a Queensland based charity and has a passion for the not-for-profit sector. He specialises in building governance frameworks and investment solutions for charitable organisations.

Services

• Not-for-profit Investment Framework construction
• Investment Policy Statement (IPS) advice and review
• Board investment education
• Investment portfolio construction and ongoing management
• Wealth creation
• Superannuation and pre-retirement planning

Qualifications

• Bachelor of Business (Accounting) - Queensland University of Technology
• Graduate Diploma of Chartered Accounting (GradDipCA)
• Diploma of Financial Planning - Kaplan Professional

Affiliations

• Chartered Accountants ANZ (CAANZ)
• Member of the Financial Planning Organisation of Australia (FPA)