Matthew Graeme Oake
PWP CAPITAL PTY LTD · Sydney NSW 2000 · Advising since 2003
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000426956
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- PRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737Through authorised representative PWP CAPITAL PTY LTD (no. 001311070)Since 26 August 2024PRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737Through authorised representative THE GIVING ADVISORY PTY LTD (no. 001309306)Since 23 August 2024PRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737Since 8 August 2016
- Principal business addresses
- Sydney NSW; Sydney NSW 2000
- First year providing advice
- 2003
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2024 – presentPRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737Through authorised representative PWP CAPITAL PTY LTD (no. 001311070)
- CURRENTAug 2024 – presentPRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737Through authorised representative THE GIVING ADVISORY PTY LTD (no. 001309306)
- CURRENTAug 2016 – presentPRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737
- CEASEDMar 2015 – Sep 2016DAVID W LEE & ASSOCIATES PTY LTD · AFSL 239948
- CEASEDNov 2003 – Mar 2015DAVID W LEE & ASSOCIATES PTY LTD · AFSL 239948
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Diploma of Financial Planning
Kaplan · 2004 · Diploma (AQF 5)
Graduate Diploma Applied Finance and Investment
The Securities Institute of Australia · 2003 · Graduate Diploma (AQF 8)
Bachelor of Science
Macquarie University · 1994 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Matthew Graeme Oake claims the profile.
Reviews
Not yet reviewed
No client has reviewed Matthew Graeme Oake on Souffle yet.
Contacting Matthew Graeme Oake
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PWP CAPITAL PTY LTD
Authorised by PRIVATE WEALTH PARTNERS GROUP PTY LIMITED · AFSL 484737
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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