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Addison Oakes

Associate Adviser BBM, Dip.FP
Experience

Addison started in the Financial Planning industry in 2022 as a CSO for a boutique local firm before progressing into an Associate Adviser role, and stepping into an Associate role at My Wealth Solutions in 2025.

Addison has a Bachelor of Business Management (Business Economics Major) from UQ (graduated 2017), followed by a Diploma in Financial Planning from QUT (graduated 2024). He has also passed the FASEA exam.

Get to know Addison Oakes

What do you wish people knew about financial planning?

That it doesn’t have to be a daunting process. An Adviser can provide meaningful advice to people from all walks of life to ultimately improve their financial position.
Get to know Addison Oakes

What is your favourite thing about being part of the My Wealth Solutions team?

Being part of an environment that fosters development and the opportunity to work closely with all members of the Team.
Get to know Addison Oakes

If you could give one piece of advice to the Addison from 10 years ago, what would it be?

Start investing as soon as possible. Small amounts over a long period make a big difference down the line.
Get to know Addison Oakes

What’s your weirdest office habit?

Filling up my water bottle 5+ times a day.

Let’s have a chat, obligation free!

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