Who We Are
A Practice Built on Trust, Stability, and Long-Term Relationships.
Our Philosophy.
We believe exceptional advice begins with understanding what matters most.
At Ocean & Oak Private Wealth, we partner with professionals, business owners, families and private individuals to provide thoughtful advice built around their goals, priorities and aspirations.
Our approach is grounded in trust, integrity, sound judgement and technical expertise. We take the time to understand your circumstances, developing considered strategies that help you build, protect and transition your wealth with confidence.
We believe trust is earned, relationships matter, and great advice should always put people first.
Our Team
Robert Mahony
Principal & Senior Financial Adviser
Robert Mahony CFP®
Principal & Senior Financial Adviser BCom (Accounting) | Master of Risk Management & Insurance | CFP®
Robert Mahony is the Principal of Ocean & Oak Private Wealth, bringing more than 20 years of experience advising professionals, business owners, families and private individuals across regional and metropolitan Australia.
Raised on a farm in regional Australia, Robert developed an appreciation for hard work, responsibility, teamwork and the importance of enduring relationships. These values continue to shape his professional approach today combining a grounded perspective with sophisticated financial advice to help clients navigate important financial decisions with clarity and confidence.
Robert specialises in helping clients build, preserve and transition their wealth. His advice encompasses wealth creation, superannuation, investments, personal insurance, retirement planning, estate planning and succession planning.
Recognising that complex financial decisions often require collaboration, Robert works closely with clients and their trusted professional advisers to support business owners, families and private individuals to plan for the future and transition wealth across generations.
Taking the time to understand each client’s circumstances, priorities and aspirations, Robert develops thoughtful strategies designed to provide clarity today while creating lasting value for the future.
“One of the most rewarding parts of my role is helping clients make sense of complex financial decisions. My goal is for every client to leave a meeting with clarity, confidence and a clear understanding of the path ahead.”
Robert holds a Bachelor of Commerce (Accounting), a Master of Risk Management & Insurance, and the Certified Financial Planner® (CFP®) designation. The CFP® designation is an internationally recognised mark of professional excellence in financial planning, reflecting a commitment to technical knowledge, ethical practice and ongoing professional development.
Anne Minoza
Financial Planning Associate
Anne Minoza
Financial Planning Associate Bachelor of Science in Business Administration (Marketing)
Anne is a Financial Planning Associate at Ocean & Oak Private Wealth, supporting clients throughout their wealth planning journey with care, attention to detail and a commitment to delivering a personalised experience.
Anne’s career in financial services began in banking, where she developed strong foundations in client service, communication and building trusted relationships. This experience shaped her belief that meaningful advice begins with genuinely understanding people, their circumstances and what matters most to them.
Today, Anne works closely with the Ocean & Oak team to support the delivery of thoughtful financial advice for professionals, business owners, families and private individuals. She brings a positive, organised and client-focused approach, helping ensure every client interaction reflects the care, professionalism and attention to detail that are central to the Ocean & Oak approach.
What our clients say.
From our very first meeting, we felt genuinely listened to and understood. As business owners, we wanted advice that considered our family, our business and the future we were working towards. Rather than offering a standard approach, they took the time to understand our situation and what we wanted to achieve.
Every step of the process was clear, professional and reassuring. We now feel confident knowing we have a plan in place and a trusted adviser we can rely on as our needs change over time.
We truly value the guidance, care and relationship we have built with Ocean & Oak.