OAK FINANCIAL PLANNING PTY LTD Litigation and court case watch
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Oak Financial Planning Pty Ltd (ACN 126751335) is an Australian private company registered in 2007. ASIC's company register lists it as registered as at November 2026.
Litigation and court cases: Oak Financial Planning Pty Ltd
Courts and tribunals record companies by their legal name. LitigationWatch looks for OAK FINANCIAL PLANNING PTY LTD (ACN 126 751 335) in matters before the High Court, the Federal Court, the Federal Circuit and Family Court, the Supreme, District, County, Local and Magistrates Courts of every state and territory, and tribunals such as the Fair Work Commission, the Administrative Review Tribunal and each state's civil and administrative tribunal.
When Oak Financial Planning Pty Ltd is named as a party, you get an email with the court, the case and what happened, such as a new filing or a hearing being listed, with a link to the court's record where one is available.
Using an AI agent? Tell it: Watch Oak Financial Planning Pty Ltd (ACN 126 751 335) for litigation with litigationwatch.dev.
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This page does not list court cases. Nothing on it suggests that Oak Financial Planning Pty Ltd is or has been a party to legal proceedings.
Why watch Oak Financial Planning Pty Ltd for litigation
- Early warning of unpaid debts: a creditor's application to wind a company up is filed in court, often before any other public sign.
- Knowing who you deal with: suppliers, customers, landlords and lenders learn if a company they rely on sues or is sued.
- Due diligence: investors and buyers see new claims, class actions and regulator cases, including during a deal.
- Regulator action: cases brought by ASIC, the ACCC or the tax office can point to compliance problems.
- Your own group: claims are often filed against a subsidiary or trustee company, so watching each entity means none reaches you late.
Key facts
| Item | Recorded |
|---|---|
| Legal name | OAK FINANCIAL PLANNING PTY LTD |
| ACN | 126751335 |
| ABN | 78126751335 |
| Company type | Australian Private Company |
| Status (ASIC register, November 2026) | Registered |
| Status in the 2023 records | Registered |
| Class (ASIC register) | Limited by shares |
| Sub-class (ASIC register) | Proprietary company |
| Former names | Valkyrie Private Wealth Management Pty. Ltd. |
| Current name since | 2017 |
| Registered | 2007 (about 16 years before these records) |
| Current directors | 1 |
| Current secretaries | 1 |
| Shareholders recorded | 8 |
| Share classes | 1 |
Associated parties
No other Australian companies are linked to Oak Financial Planning Pty Ltd by majority shareholdings in these records; its own records link it to 5 people.
Board changes by year
Between 2007 and 2016, records show 5 appointments and 3 recorded departures at Oak Financial Planning Pty Ltd. The busiest year was 2007, with 3 changes.
| Year | Appointed | Left |
|---|---|---|
| 2016 | 1 | 0 |
| 2011 | 0 | 1 |
| 2010 | 1 | 0 |
| 2008 | 0 | 2 |
| 2007 | 3 | 0 |
Companies that share officeholders with Oak Financial Planning Pty Ltd
People on the board of Oak Financial Planning Pty Ltd also hold roles at 19 other companies. Those with the most shared officeholders are listed below.
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Watching Oak Financial Planning Pty Ltd for litigation
Is Oak Financial Planning Pty Ltd involved in a court case?
This page doesn't show court cases. Court and tribunal lists change every day, so the reliable way to know is to watch Oak Financial Planning Pty Ltd: LitigationWatch checks every day and emails you as soon as it is named in a case.
How do I get alerts about Oak Financial Planning Pty Ltd?
Choose Watch for litigation, pick a plan and confirm. Oak Financial Planning Pty Ltd is added to your watchlist with its ACN and is included in the next daily check.
Which courts and tribunals are checked?
Courts and tribunals across every Australian jurisdiction: federal, state and territory. See coverage for details.
How much does it cost?
Standard is US$9 a month for up to 20 companies, and Pro is US$29 a month for up to 100. Cancel any time. Compare plans.