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Our Team

Our Team

Passionate about property

The Oak Financial Group specialists all have a real passion for property, a real passion for helping people, a real skill for achieving the very best results. Our experience and expertise includes the areas of mortgage brokerage, wealth management and financial planning.

Lending Team

Joel Flanagan

Home Loan Specialist

Joel is a home loan specialist providing a professional service for each and every client.

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Shan Lim

Lending Specialist

Shan is a lending specialist dedicated to ensuring a personalised approach to mortgage broking.

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Oak-Financial-Group-Pennie-Lim
Pennie Lim

Office Manager

A motivated and enthusiastic Office Manager, Pennie enjoys being hands on with the day to day needs of Oak to ensure the smooth running of the office.

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Property Management Team

Felix Felix

Principal

Felix leads our team of property managers and is also a lending specialist dedicated to ensuring his clients’ needs are met, communication is kept open, and financial goals are achieved.

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Accounting Team

Oak-Business-Partners-Artur-Semerda
Artur Semerda

Director

Artur has developed a wealth of knowledge, experience and proficiency in all areas of tax, accounting, financial analysis and advisory services.

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Oak-Business-Partners-Alison-Orman
Alison Orman

Junior Accountant

Alison comes from a background in the real estate industry, and she enjoys getting to know our clients and assist with understanding their businesses.

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Oak-Business-Partners-Renate-Melkus
Renate Melkus

Client Services & Corporate Compliance

Renate has enjoyed assisting accounting clients for over 28 years.<br />

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Oak Financial Group

Why choose us?

You will deal directly with a director of the business, every step of the way

We have over 30 years’ experience

We are property owners ourselves and are passionate about all things property

Our loyalty is to you not the lenders

We don’t use technical jargon, just real advice from real people

Once you are our client you are our friend, or more like family even

We are dedicated to always finding the right loan for you and your situation

We know everything there is to know about loans and lenders

We always deliver what we promise and aim to always exceed your expectations

97 %
Approval Rate

554
CLIENTS

Damien and I just wanted to thank you again for your time last Monday. You always go above and beyond to help us and it was very helpful having the conversation in person. We really appreciate your time late in the day and will be referring you to any of our friends looking to refinance. Thanks again.

- Nicola and Damien

Great service from the guys at Oak Financial. They found me the best offer in the market!

- Brendin Lo

We could not have been happier with the service received. Everything was done professionally and communication was excellent throughout.

- Maria & Neil, Millswood

It was a difficult application process but Joel bent over backwards to help out, This is the second time I have used Oak and will continue to do so.

- Stefan, Investor from Potts Point

This was our first time buying a home, which i'm sure everybody knows that this can be a long and stressful period in anyone’s life! Joel and his team really helped with lightening the load. Nothing ever seemed too much to ask of them. We would like to thank everyone involved for making our journey to home ownership a pleasant one! I would highly recommend this company to anyone!

- Joseph & Robyn, First time buyer from Bella Vista

Just wanted to say a BIG thank you for all your hard work refinancing our loan with NAB. Accounts are setup, online banking all working, funds available! All looks exactly as we requested.

- Belinda, Bexley

Ready to secure your next step on the property ladder?