Oakmere Capital

Our people

Our people

Our people set Oakmere Capital apart

As a Purpose-led organisation, our services are brought to life by a team of specialists who live out our values each day and are committed to Oakmere Capital's vision of being the exceptional Multi-Family Office.

Oakmere Capital embodies an entrepreneurial spirit, philanthropic vision and commercial success with a family ethos that permeates everything we do. Our people enjoy a fun and engaging culture with a diverse range of skillsets and career pathways.

We work in a dynamic environment alongside industry-leading specialists with a client-centric focus.

“Our workplace is welcoming, inclusive and diverse. Every day we are challenged and we work hard, however we also make sure there's time to enjoy a laugh and have fun. This is why we are a high performing team and how we deliver timely and quality services. It's this balance that makes Oakmere Capital such a rewarding place to work.”

Rachael Morgan – Director, Client Operations

A unique culture

Inclusion & Diversity

Inclusion & Diversity

Our Inclusion & Diversity (I&D) Committee provides governance, strategic direction and operational oversight across a broad range of I&D initiatives.

The committee is made up of nine senior leaders across the Firm who report to the CEO and the People, Culture and Remuneration Committee.

Reward & Recognition

Reward & Recognition

High performers are celebrated through Oakmere Capital's reward and recognition program.

Our commitment to professional training and development supports the growth of our people, no matter where they are in their careers.

Workplace Flexibility

Workplace Flexibility

We operate in a hybrid working environment, supporting our people with flexible working hours and location (role dependant).

This enables our people to best meet their client, team and individual needs and circumstances.

Employee Wellbeing

Employee Wellbeing

We believe work life balance is important – for both the wellbeing of our people and for the benefit of the families we help.

In genuinely caring for the wellbeing of our team, our clients benefit from higher productivity, increased motivation and in turn, a focus on what matters most.

Gender equality matters

Oakmere Capital encourages and promotes a commitment to gender equality. Along with supporting the development of our women employees through a formal mentoring program, there are a range of initiatives underway to positively impact the senior gender mix.

Our gender equality commitment has helped to significantly lift the number of women in senior roles. Currently, women make up 56% of our workforce and 43% of roles at the manager level and above. More broadly, our Partners and Leaders aspire to role model and reinforce the right behaviours to encourage flexibility, collaboration and a supportive work/life balance.

Oakmere Capital team

Employer of Choice for Gender Equality

We are proud to be recognised as an Employer of Choice by the Workplace Gender Equality Agency (WGEA). This citation verifies Oakmere Capital's action-based approach towards improving the working lives of women and men throughout the Firm.

At Oakmere Capital, we proudly promote our Merlyn's Circle initiative. Led by our Women Advisors, Merlyn's Circle is a deliberate suite of events and engagements, providing opportunities for our families to connect and celebrate the important role women play in building economies, communities and enduring family legacies.

WGEA Employer of Choice for Gender Equality

Oakmere Capital's Staff Giving Program

Our Staff Giving Program enables our people to choose to give their time, treasure and talent to support their philanthropic ideals, with Oakmere Capital matching internal fundraising efforts.

Each year, our people come together voluntarily through this staff-led initiative to make a difference towards a designated area (or areas) of focus. In recent years, we have elected to support ending violence against women, climate change, education and homelessness.

This year, work is underway to make a difference across youth mental health, social disadvantage and food insecurity, supporting two chosen organisations operating in these areas.

Reconciliation artwork by Deborah Newenham-Coertse (Woods) and Melissa Spillman (Woods)

Painted by Deborah Newenham-Coertse (Woods) and Melissa Spillman (Woods)

Our commitment to Reconciliation

Our commitment to providing real impact and opportunities for Indigenous communities is formalised in our Reconciliation Action Plan (RAP), which is endorsed by Reconciliation Australia.

Oakmere Capital's RAP sets out clear, actionable deliverables across reconciliation, relationships, respect, opportunities and governance and reflects the heartfelt manner in which our team are working to positively benefit Indigenous communities.

Positive reconciliation impact aligns closely with our Purpose of helping families achieve what matters most and the RAP expresses our team's collective ambition to advance Oakmere Capital's reconciliation journey.

Please click here to view the Oakmere Capital RAP.

“We have a Board that is highly experienced and very diverse in their thinking and approach. It is a blend of independent professional services experience – legal, accounting, risk and assurance – financial services; entrepreneurs and business owners; philanthropists and also representatives of our founding families and major clients.”

Nicola Davis – Non-Executive Director

Oakmere CapitalBoard & CEO

Our Board works closely with the Executive team to guide our growth strategy and oversee the governance and stewardship of the Firm.

Peter Hay
Peter Hay

Chairman

Marshall E Baillieu
Marshall E Baillieu

Non-Executive Director

Charles Baillieu
Charles Baillieu

Non-Executive Director

Catherine Leahy
Catherine Leahy

Non-Executive Director

Peter Michell
Peter Michell

Non-Executive Director

Sidney Myer AM
Sidney Myer AM

Non-Executive Director

Rupert Myer AO
Rupert Myer AO

Non-Executive Director

Peter Yates AM
Peter Yates AM

Non-Executive Director

Nicola Davis
Nicola Davis

Non-Executive Director

Phil Harkness
Phil Harkness

CEO and Managing Partner

“Our people work to solve complex family issues which span across multiple generations. This intellectual challenge, combined with a fun and engaging culture, makes Oakmere Capital an organisation which people really want to be a part of.”

Phil Harkness – CEO and Managing Partner

Leadership Team

Phil Harkness
Phil Harkness

CEO and Managing Partner

Jeff Steiner
Jeff Steiner

Partner, Head of Family Office

Jono Gourlay
Jono Gourlay

Partner, Head of Wealth

Rob Hemphill
Rob Hemphill

Partner, Head of Development

Maria Lui
Maria Lui

Partner, Head of Client Experience

Ralf Haase
Ralf Haase

Partner, Head of New South Wales

Brad Simmons
Brad Simmons

Partner, Head of South Australia

Julian Butler
Julian Butler

Partner, Head of Western Australia

Tracy Conlan
Tracy Conlan

Partner, Head of Strategy

Andrew Wood
Andrew Wood

Partner, Head of Operations and Head of Tax, Accounting, Consulting & Superannuation

Jason Smith
Jason Smith

Partner, Head of Corporate Services and Chief Financial Officer

Damian Bowden
Damian Bowden

Partner, Head of People, Culture, Marketing & Communications

Tom Holbeach
Tom Holbeach

Partner, Head of Technology Solutions and Data

Our insights

Our insights

We communicate regularly, providing valuable market insights and research on topics impacting the economy and our families.