Oxlade Financial - Independent Financial Advisers

I have no hesitations in recommending the services of Shannon Victor and the Oxlade team. We engaged Shannon to assist us with retirement and general financial planning. Shannon has been a pleasure to deal with. She provides tailored, concise and easy to understand advice. I appreciate the proactive and friendly nature of the Oxlade team.

Excellent explanation of how and why certain investments are made. Simon was very clear about why his strategy was developed based on my age and financial requirements. I feel comfortable with his plan for me.

We’ve been with Oxlade Financial for the last 9 months. Couldn’t be happier with the advice and support we’ve received from Simon, Alistair and Lachlan. The initial consultation process was very thorough, and we felt comfortable that the team had a detailed understanding of our situation and goals. The advice presented is always explained clearly and related back to the goals we’ve set with clear consideration of our circumstances. The team are very professional and friendly with no such thing as a silly question. They’ve done a fantastic job of streamlining the process and removing any barriers that popped up along the way. We feel really well supported by the team and would have no hesitation in recommending.

We consider ourselves extremely fortunate to have Mark O’Flynn as our financial adviser. We were initially sceptical about seeing a financial adviser, but we have never looked back. We first met Mark when he was working at another company, and we didn’t hesitate to stay with him when he opened Oxlade Financial. Mark provides comprehensive and individually tailored financial planning, always offering clear guidance and genuine support. As we get closer to retirement, his professionalism, vast knowledge, and sincere care have given us complete confidence in every decision. He takes his time in every meeting to explain everything in depth. Mark answers all our questions with patience and clarity, and we leave every meeting feeling reassured that he truly has our best interests at heart. Having Mark manage our finances gives us confidence that everything is in order and that our financial future is on track and secure. The Oxlade team are always professional, approachable, and ready to assist with anything we need. We highly recommend Mark to anyone seeking honest, independent financial advice built on a foundation of trust, deep expertise, and genuine concern for his clients.

Shannon has been fantastic in helping us manage our finances and connect with the right people when we purchased our first home. Her guidance has saved us countless hours and removed so much of the stress that comes with managing finances without professional support.

My sister and I first used Mark's advice 10 years ago when we were EPOs for my Dad who was in aged care. We wanted an independent advisor for this ( and searched around quite a bit). At one stage, we needed Dad to sign some documents and help him understand his positive financial position (so he would spend money on himself!). Mark came to Dad's aged care residence: That speaks volumes about Oxlades wholistic approach, integrity and responsibiliy. I have subsequently used Mark and Oxlade Financial for my personal financial planning for the 8 years leading into retirement. Not only has the financial guidance resulted in significant positive financial outcomes, the wholistic advice is always adapted to life stages, personal circumstances and applies a trusted understanding of markets and investment vehicles that best meet the unique needs at that time. Oxlade Financial take time to understand their clients then thouroughly plan, communicate and discuss implementation options and contingencies. They are respectful and attuned to the life pressures clients face while also being challenging when needed. I'm always confident recommending Oxlade Financial to friends.

My husband and I have been working with Mark Grasso for just over a year now and we feel so much more confident and in control of our financial future. He is so knowledgeable and helpful. We are really grateful to have found him!