An office corridor with glass meeting rooms

A word from our Founder

MATTHEW BAILEY

I founded Oakwood Finance with one purpose in mind: to simplify complex lending for professionals, investors and business owners who deserve clarity, not confusion. Everything we do is built on structure, transparency and trust.

I believe true financial confidence comes from understanding your options – not being left in the dark. Every interaction with our team reflects that belief.

We’re here to empower you to make informed, strategic decisions that support both your wealth and your overall wellbeing. It’s not just about finance; it’s about feeling confident in the path you choose.

Oakwood Finance stands for calm precision – a place where deep understanding meets discretion, and where you can move forward knowing you’re backed by thoughtful, considered guidance.

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At Oakwood Finance, our values form the foundation of every client relationship. Together, they represent our SOLID commitment: we make finance simple, take ownership of outcomes, keep learning, act with integrity and deliver with distinction.

Our Values

Simplicity

We make finance simple – cutting through complexity to provide clarity and confidence in every decision.

Ownership

We take ownership of outcomes, treating every client’s goal as if it were our own.

Learning

We stay curious, constantly evolving our knowledge to deliver smarter, future-focused solutions.

Integrity

We act with honesty and transparency – always putting our clients’ trust before transaction.

Distinction

We deliver with distinction – refining every experience to reflect the premium standards our clients deserve.

Our Philosophy

We are firm believers that lending should be strategic, not transactional. At Oakwood Finance, that belief shapes the way we work:

We focus on long-term partnerships, not one-off engagements.
We look at your broader goals, whether business, personal or investment, before recommending a structure.
We simplify, letting clarity and accountability guide every recommendation.
We aim to make complex finance feel effortless.
We blend bank-grade experience with private-client service.
We review each file collaboratively, so precision and efficiency are built in.
We maintain direct communication with you, your referrers and the lenders involved at every step.
We work without hand-offs or guesswork.
We document every stage from consultation to settlement, and we remain transparent, proactive and clear throughout.
We value consistency and confidentiality above all else.

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How our team is structured

Leadership

Matthew BaileyFounder & Director Dylan WillcocksDirector

Operations

Hannah EliseOperations Manager

Clients & marketing

David WeeksClient Relationship Manager Laura Jimenez FloresMarketing Assistant

Broking

Revon RichenMortgage & Finance Broker

Broker network

Join our teamExperienced brokers welcome

We arrange finance for clients across Australia, with appointments in Adelaide, Upper Coomera on the Gold Coast, Brisbane, Perth and the other locations listed on our contact page.

The Oakwood Finance team is a collective of experienced professionals united by a shared way of working. Our team brings decades of combined experience across banking, finance, commercial lending, operations and client service. We operate as one cohesive unit – combining analytical rigour with genuine client care. Our culture is grounded in trust, accountability and continual improvement. Together, we uphold the Oakwood standard: measured, methodical and human.

Matthew Bailey

Founder & Director

Matthew brings over a decade of experience within the banking and finance industry across residential, commercial and specialist lending. With qualifications in marketing, business and finance broking, he combines strong financial knowledge with a strategic understanding of business growth, client relationships and tailored lending solutions.

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Dylan Willcocks

Director

Dylan brings over 10 years of experience from major banking institutions and holds an MBA, blending finance, marketing and strategic business expertise. His background spans residential, commercial and specialist lending, relationship management and client strategy.

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Hannah Elise

Operations Manager

Hannah oversees operations, marketing and client experience at Oakwood Finance, helping drive efficiency, structure and growth across the business. With leadership experience within the disability sector as a Team Leader, along with experience as a Practice Manager within the dental industry, Hannah brings a strong people-focused and operational background to the business.

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David Weeks

Client Relationship Manager

David brings over 40 years of experience within the banking and finance industry, with expertise spanning residential, commercial and business lending, mobile lending, business development, regional branch management and staff training.

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Revon Richen

Mortgage & Finance Broker

Revon brings a strong background in leadership, business ownership and the mining industry, combined with a Diploma in Business & Finance. His experience working within high-pressure environments has helped shape his disciplined, solutions-focused and client-first approach.

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Laura Jimenez Flores

Marketing Assistant

Laura brings years of international marketing experience across diverse industries and multicultural markets. Her global perspective, creativity and genuine ability to connect with people make her a valued part of the Oakwood team and a bright, professional presence at every event.

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Sir Whiskey

Superintendent of Purrformance

Responsible for keeping a close paw on Dylan’s day-to-day activities. Conducts regular purrformance reviews, fur-mal inspections, and ensures every task is completed to the highest feline standard. Accepts payment exclusively in treats.

Lord Oakley & Duke Scooby

Lord Oakley, Duke Scooby. Lord Protectors of Oakwood Manor & Keepers of Company Culture

A painted portrait of Lord Oakley and Duke Scooby, the Oakwood Finance office dogs

Jointly entrusted with preserving the prestige, dignity and traditions of Oakwood Finance, overseeing executive proceedings and the day-to-day stewardship of the estate, safeguarding the office, welcoming distinguished guests, ensuring the highest standards of conduct and performance across the court, and accepting their well-earned rewards exclusively in the form of premium gourmet treats.

Join our team

We are always interested in meeting experienced brokers who hold the same standard: measured, methodical and genuinely client-focused. If that sounds like you, we would like to hear from you.

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Client Case Studies

Every client has a unique financial story. Explore how we have arranged strategic lending for CEOs, healthcare business owners and major property developers, helping them navigate complex finance requirements. Each case study is de-identified, and outcomes vary according to individual circumstances and lender assessment.

Our Social Channels

Follow us on our social channels for exclusive market insights, lending strategies, property tips, and real-world success stories designed to help you understand the lending market with confidence.