Review Practice - Ocean & Oak Private Wealth Pty Ltd
Complete this form to review your practice, or tell us a story about your experience with a particular practice. Please provide as much information about your experience as possible.
Your information will assist others to make an informed choice when selecting a practice.
Fund of the Year AustralianSuper Best in Show - MySuper Lifecycle Sunsuper for life Best in Show - MySuper Product AustralianSuper Best in Show - Workplace UniSuper Best in Show - Personal AustralianSuper ... Watch video
The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager. What makes these awards different from others? ... Watch video
Advisers bolster client book amid compliance burden: CoreData10 August 2026, 12:22pmFinancial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. Read more
FS Power50 voting opens10 August 2026, 11:52amVoting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking. Read more
Retirement portfolios need a new playbook: Real Asset Management10 August 2026, 11:26amThe traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement ... Read more
Advisers should rethink portfolio construction: La Trobe5 August 2026, 12:04pmLa Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market ... Read more
Advice complaints see biggest increase in FY26: AFCA4 August 2026, 11:34amDespite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows. Read more