Oliver Straker

Executive summary 

Oliver is a Wealth Adviser with BDO’s Private Wealth team in Brisbane. He combines his passion for investment and his accounting knowledge to manage his clients' portfolios. 

Oliver takes a professional and individual approach to investing and providing financial advice. He prides himself on being available to his clients as a sounding board. Oliver provides a holistic service that encompasses more than money management, leveraging BDO’s broader national capabilities to ensure clients receive the most appropriate advice. 

He joined BDO’s Audit team in 2016, then gained his chartered accountant certification. He joined the Private Wealth team in 2017. 

Expertise 

• Investment and portfolio management for medical professionals, family office, and not-for-profits 
• Investment policy statement review and creation for investment committees 
• Investment governance review and creation for investment committees or family offices 
• Assisting with entity structuring and investment allocation to generate the most tax-efficient returns

Experience 

Not-for-profit

• Portfolio management for some of Queensland’s largest charities 

• Creating investment frameworks for boards and investment committees 

• Reviewing investment policies and frameworks for investment committees  

• Tendering of portfolio services for institutional not-for-profits 

• Asset consulting. 

Family office 

• Portfolio management 
• Intergenerational consulting and estate planning 
• Structuring advisory alongside accounting teams 
• Non-custodial asset and performance reporting 
• Asset consulting. 

Medical professionals and high net worth families 

• Portfolio management 

• Intergenerational consulting and estate planning 

• Structuring advice alongside accounting teams. 

Qualifications and affiliations 

• Bachelor of Business (with Accounting and Regulation and Tax extensions) 

• Graduate Diploma of Chartered Accounting  

• Diploma of Financial Planning 

• Member, CA ANZ  

• Member, Financial Planning Association of Australia (FPA)