CFP®, CFA®, B.Econ, B.Com

Mark O’Flynn is the Managing Director at Oxlade Financial. He has been in the industry since 2005, and has been practicing as an Independent Advisor since 2015. Mark was recognised as one of the 50 most influential Financial Advisers in Australia in the 2023 FS Power 50 Awards, and was also named as a Finalist for the Investment Adviser of the Year category in the ifa Excellence Awards 2023.

Mark holds both the Certified Financial Planner® and Chartered Financial Analyst® qualifications. He also has a Bachelor of Economics and Bachelor of Commerce (Finance and Accounting), and has completed a Diploma in Financial Planning. Mark is a member of the FAAA’s Professional Standards & Conduct Committee, and also has specialist SMSF accreditation.

His extensive qualifications and experience are coupled with a true passion for improving the lives of his valued clients. Mark has worked with most of his clients for many years, and he places great value on these long-term, rewarding relationships. Mark is driven to provide transparent and holistic advice, and seeks to apply his knowledge to help families have a better financial future. As a husband, father and business owner, he understands the financial complexities and pressures that families can face, and recognises the difference that good advice can make.

Mark’s performance was also recognised in the FPA Awards in 2021, where he was named as Finalist in the Certified Financial Planner® Professional of the Year Award, and also in the 2018 Money Management Awards (Financial Planner of the Year finalist), the 2018 PlanPlus Global Financial Planning Awards (second runner up), and the 2017 SMSF & Accounting Awards (Investment Strategist of the Year).

CFP®, MFinPlan, B.Bus

Simon Hepson is a Financial Adviser at Oxlade Financial. Simon has been an Adviser since 2013, and has been working in Independent practices since 2018.

As well as holding the Certified Financial Planner® qualification, Simon has also completed a Masters in Financial Planning and a Bachelor of Business (Finance).

Simon is passionate about providing excellent and highly valuable advice to his clients. He works hard to help his clients achieve their goals and live their lives to the fullest. Simon truly listens and takes the time to understand his clients’ situations, stressors and desires, so that he can ensure advice is impactful and relevant for short, medium and long term objectives.

Simon is an experienced and highly ethical operator. He mostly works with medical professionals, ambitious working people and pre-retirees.

In 2022, Simon was recognised as Finalist in the ifa Excellence Awards in three categories – Investment Adviser of the Year, Holistic Adviser of the Year, and Client Servicing Individual of the Year.

B.Bus, GradDipFinPlan

Amy Sandri is a Client Service Manager at Oxlade Financial. Amy has worked in the financial planning space for over a decade, with experience spanning client service, administration and technical functions, both in Australia and the UK. Amy holds a Bachelor of Business and a Graduate Diploma in Financial Planning. She understands the needs and complexities of our clients and is therefore very well placed to ensure a proactive and seamless service.

At Oxlade, Amy works hand in hand alongside our Financial Advisers, and she leads the Client Service team. First and foremost, Amy is responsible for ensuring that our clients receive an exceptionally high level of service, and that we are delivering an advice experience that is second to none.

Shanna McLean is a key member of the Client Service team at Oxlade Financial. Shanna has over a decade of industry experience, having worked across all aspects of Client Service since 2011. Shanna is also currently studying a Diploma of Business.

As a Client Service Manager, Shanna works closely with our Financial Advisers to make sure that our clients are very well looked after. She understands the various needs and challenges faced by our clients, and works diligently to ensure that we consistently exceed expectations.

MFinPlan, B.Bus, DipFinPlan, GradDipFinPlan

Mark Grasso is one of our Financial Advisers at Oxlade Financial. Mark has financial planning in his DNA, having grown up in a family that owned a financial planning firm in North Queensland. He learnt the ropes from a young age, and grew up passionate about helping people with their finances.

Mark holds a Master of Financial Planning, Bachelor of Business (Financial Management), and a Diploma and Graduate Diploma of Financial Planning, and brings 9 years of industry experience to our team.

Mark is a true advocate for his clients, ensuring that advice is tailored to best meet (and ideally exceed) their goals in the most efficient way. He has a grounded and approachable manner, and is committed to continual improvement, always looking for ways to make things better for our clients.

As you would expect in an Independent firm, Mark operates with genuine sincerity and integrity. He particularly enjoys looking after clients who are planning for or recently retired, busy professionals and business owners, and Doctors.

Outside of work, you’ll find Mark on the football field. He’s not just a player but also a coach, and enjoys being actively involved in his local club.

B.Bus, AdvDipFinPlan

Matt Brooker is one of our seasoned Financial Advisers at Oxlade Financial. With 17 years in the industry, Matt has been an Adviser for well over a decade. His expertise spans investments, retirement planning, risk management, and working with business owners.

Matt holds a Bachelor of Business and an Advanced Diploma of Financial Planning, and is also currently completing a Masters of Financial Planning.

What sets Matt apart is his genuine approach to client relationships. He enjoys building collaborative, long-term partnerships to help clients navigate their financial journey. Matt’s approach is characterised by a solid understanding of each clients’ unique needs, and a commitment to tailoring financial strategies accordingly.

Outside of the financial world, you’ll find Matt by the beach or out on the water, entertaining friends, cooking or dining out.

Matt’s down-to-earth nature and genuine interest in his clients make him an integral part of the Oxlade Financial team.

B.Bus

Emma O’Flynn is the General Manager at Oxlade Financial. She has spent 17 years working in business management and marketing. Most recently, Emma spent 5 years building and managing her own business in the healthcare space, and subsequently brings a wealth of operational experience to support the team and clients at Oxlade.

Emma is passionate about creating streamlined operations, so that our clients’ experience at Oxlade is second to none. She also works closely with our team to ensure that we are capturing every opportunity for continual improvement.