Oliver Straker

Oliver Straker

Wealth Adviser


Private Wealth


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.


  • 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


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


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