Our Team

Peter Durbin <small>Financial Advisor</small>

Peter Durbin Financial Advisor

B.Com, DipFS(FP)

Peter is the founder and Managing Director of Oracle Advisory Group. Peter has over 30 years experience in the financial services industry, spending the majority of his career with...Read More

Peter Durbin <small>Financial Advisor</small>

Peter Durbin Financial Advisor

B.Com, DipFS(FP)

Peter is the founder and Managing Director of Oracle Advisory Group. Peter has over 30 years experience in the financial services industry, spending the majority of his career with Morgans Financial where he was a branch manager and provided advice to a large and diverse client base. Peter holds a Bachelor of Commerce from the University of Newcastle.

Authorised Representative 259373

Scott Jacobs <small>Financial Advisor</small>

Scott Jacobs Financial Advisor

B.Com, DipFS(FP)

Scott is a Director of Oracle Advisory Group. Scott has been involved in the financial services industry since 2002, through the accounting profession as well as stockbroking and f...Read More

Scott Jacobs <small>Financial Advisor</small>

Scott Jacobs Financial Advisor

B.Com, DipFS(FP)

Scott is a Director of Oracle Advisory Group. Scott has been involved in the financial services industry since 2002, through the accounting profession as well as stockbroking and financial planning roles. Scott spent over a decade of his career with Morgans Financial Ltd where he provided investment and retirement planning advice to a wide range of clients.

Authorised Representative 296302

Jonathon Missingham <small>Financial Advisor</small>

Jonathon Missingham Financial Advisor

BMgt, AdvDipFS(FP), JP

With over 10 years’ experience in financial planning, across both the private and banking sectors, Jonathon has worked with a diverse and extensive range of people helping them s...Read More

Jonathon Missingham <small>Financial Advisor</small>

Jonathon Missingham Financial Advisor

BMgt, AdvDipFS(FP), JP

With over 10 years’ experience in financial planning, across both the private and banking sectors, Jonathon has worked with a diverse and extensive range of people helping them solve their problems and plan for their retirement.

Authorised Representative 1004188

Stuart Hamilton <small>Financial Advisor</small>

Stuart Hamilton Financial Advisor

MBA (Fin), AdvDipFS(FP)

Stuart has been in the finance industry since 2010 across the Mortgage Brokering, Personal Insurance and Financial Advice sectors in the banking and private sector. He also has hel...Read More

Stuart Hamilton <small>Financial Advisor</small>

Stuart Hamilton Financial Advisor

MBA (Fin), AdvDipFS(FP)

Stuart has been in the finance industry since 2010 across the Mortgage Brokering, Personal Insurance and Financial Advice sectors in the banking and private sector. He also has held Sales and Marketing Management and Business Development Management roles throughout his career in a diverse array of industries. His experience and business skills enables him to cover a wide range of services to meet his clients’ goals in both the retail and small business space.

Authorised Representative 1238953 | Credit Representative 411594

Graham Frater <small>Financial Advisor</small>

Graham Frater Financial Advisor

BEng, AdvDipFS(FP)

Graham has lived in Newcastle since 1989 after emigrating from England. He has been a financial advisor since 2002 and holds an Advanced Diploma of Financial Services (Financial Pl...Read More

Graham Frater <small>Financial Advisor</small>

Graham Frater Financial Advisor

BEng, AdvDipFS(FP)

Graham has lived in Newcastle since 1989 after emigrating from England. He has been a financial advisor since 2002 and holds an Advanced Diploma of Financial Services (Financial Planning). Graham takes an active role in financial planning, working closely with clients to help achieve their financial goals. This personal approach ensures clients have a full understanding of the strategies and investments in which they are involved.

Authorised Representative 248703

Joshua Durbin <small>Operations Support</small>

Joshua Durbin Operations Support

BMedRadSc(NM), DFP

Joshua has been in the financial services industry since 2014 with roles in both Investment Management and Stockbroking firms. He has experience in direct shares both Australian an...Read More

Joshua Durbin <small>Operations Support</small>

Joshua Durbin Operations Support

BMedRadSc(NM), DFP

Joshua has been in the financial services industry since 2014 with roles in both Investment Management and Stockbroking firms. He has experience in direct shares both Australian and International, bonds, managed accounts, superannuation and insurance.

Authorised Representative 1244961

Adam Bennett <small>Financial Advisor</small>

Adam Bennett Financial Advisor

ADFP, AFP

Adam has been in the financial services industry for over 12 years, including 9 as a qualified financial advisor. During his time, he has developed extensive experience in many are...Read More

Adam Bennett <small>Financial Advisor</small>

Adam Bennett Financial Advisor

ADFP, AFP

Adam has been in the financial services industry for over 12 years, including 9 as a qualified financial advisor. During his time, he has developed extensive experience in many areas including life and income protection, wealth creation strategies, SMSF and superannuation retirement planning. Adam is known to his clients as a knowledgeable advisor and strong communicator who truly understands their needs and concerns.

Authorised Representative 364366

Sharon Goodwin <small>Financial Advisor</small>

Sharon Goodwin Financial Advisor

Grad Dip FS, Grad Cert FS, JP

Sharon has been in the financial services industry for over 25 years, in the banking as well as financial services industry. Sharon enjoys working with a variety of clients to achi...Read More

Sharon Goodwin <small>Financial Advisor</small>

Sharon Goodwin Financial Advisor

Grad Dip FS, Grad Cert FS, JP

Sharon has been in the financial services industry for over 25 years, in the banking as well as financial services industry. Sharon enjoys working with a variety of clients to achieve their financial goals through the provision of holistic advice for debt reduction, wealth accumulation, and retirement planning.

Authorised Representative 455141

Mark Pauling <small>Financial Advisor</small>

Mark Pauling Financial Advisor

DipFS(FP), CFP

Mark has more than 30 years’ experience in the financial services industry working with trusted companies such as Colonial Mutual, National Australia Bank, ABN AMRO Morgan, Profe...Read More

Mark Pauling <small>Financial Advisor</small>

Mark Pauling Financial Advisor

DipFS(FP), CFP

Mark has more than 30 years’ experience in the financial services industry working with trusted companies such as Colonial Mutual, National Australia Bank, ABN AMRO Morgan, Professional Investment Services and The Investment Shop. Mark specialises in retirement planning and funding processes including allocated pensions, aged care and Centrelink. Mark has been a Certified Financial Planner (CFP) since 1998 and prides himself on helping clients through the retirement funding transition.

Authorised Representative 267884

Jason Pauling <small>Financial Advisor</small>

Jason Pauling Financial Advisor

BSc(Hons), LLB, MBA, AdvDipFS(FP)

Jason has worked in the financial services industry for more than a decade having previously worked for companies such as BHP and Bureau Veritas. Jason has extensive experiences ac...Read More

Jason Pauling <small>Financial Advisor</small>

Jason Pauling Financial Advisor

BSc(Hons), LLB, MBA, AdvDipFS(FP)

Jason has worked in the financial services industry for more than a decade having previously worked for companies such as BHP and Bureau Veritas. Jason has extensive experiences across a wide range of industries which allows him to better understand client needs and provide meaningful solutions in the areas of wealth accumulation, personal insurances and superannuation.

Authorised Representative 310165

Samantha Livingstone-Foggo <small>Administration Assistant</small>

Samantha Livingstone-Foggo Administration Assistant

B.Bus (Mgt/M), DipFS(FP)

Sam has been in the financial services since 2006 when she started at Morgan’s Brokers Charlestown first starting in reception, then assistant to the Managing Director. She now c...Read More

Samantha Livingstone-Foggo <small>Administration Assistant</small>

Samantha Livingstone-Foggo Administration Assistant

B.Bus (Mgt/M), DipFS(FP)

Sam has been in the financial services since 2006 when she started at Morgan’s Brokers Charlestown first starting in reception, then assistant to the Managing Director. She now covers client administration, paraplanning and compliance aspects of advice and implementation.

Sam holds a Bachelor’s Degree of Business (Management / Marketing), Diploma of Financial Planning and a Certificate III in Business Administration. Her passion, tenacity and drive for the role enable the Advice team to deliver timely and valued advice.

Authorised Representative 1269452 | Client Administration & Compliance

Jeni Nixon <small>Administration Assistant</small>

Jeni Nixon Administration Assistant

Jeni brings deep experience to the Oracle team, having worked in the finance industry since 1991. In this time, Jeni has worked in broker support, deceased estates, fixed interest,...Read More

Jeni Nixon <small>Administration Assistant</small>

Jeni Nixon Administration Assistant

Jeni brings deep experience to the Oracle team, having worked in the finance industry since 1991. In this time, Jeni has worked in broker support, deceased estates, fixed interest, client administration, as well as working as office manager. Jeni currently focuses on managed fund administration as well as supporting the finance director managing payroll and bookkeeping functions of Oracle.

Simone Richards <small>Administration Assistant</small>

Simone Richards Administration Assistant

Simone’s voice is well known to all who call the Oracle office and is often your first port of call. From her desk in reception Simone welcomes all who visit the Newcastle office...Read More

Simone Richards <small>Administration Assistant</small>

Simone Richards Administration Assistant

Simone’s voice is well known to all who call the Oracle office and is often your first port of call. From her desk in reception Simone welcomes all who visit the Newcastle office. Simone also provides assistance to the financial planning team in client administration, managed fund administration and deceased estates.

Kerry Barnett <small>Paraplanner</small>

Kerry Barnett Paraplanner

DFS(FP)

Kerry has over 20 years experience within the financial services industry and holds a Diploma of Financial Services (Financial Planning). She has had extensive experience in develo...Read More

Kerry Barnett <small>Paraplanner</small>

Kerry Barnett Paraplanner

DFS(FP)

Kerry has over 20 years experience within the financial services industry and holds a Diploma of Financial Services (Financial Planning). She has had extensive experience in developing strategies and providing guidance to assist with clients meeting their goals. Kerry’s primary role is to assist the financial advisers with strategies that are individual to each client together with the writing of the advice in a client friendly manner.

Jillian Stothers <small>Paraplanner</small>

Jillian Stothers Paraplanner

ADFP

Jillian has been in the finance industry for over 20 years, she has worked in all areas of financial planning from Administration to Advising. Jillian enjoys working with our Advis...Read More

Jillian Stothers <small>Paraplanner</small>

Jillian Stothers Paraplanner

ADFP

Jillian has been in the finance industry for over 20 years, she has worked in all areas of financial planning from Administration to Advising. Jillian enjoys working with our Advisers to ensure that our clients financial strategies are achieved and delivered in a timely manner. Jillian has an Advanced Diploma of Financial Planning as well as a Certificate IV in Financial Services (Financial Planning).

Natasha Janevski <small>Administration Assistant</small>

Natasha Janevski Administration Assistant

Natasha is undertaking a combined Bachelor of Business and Commerce. She provides a wide range of administration support to advisers in an efficient and timely manner.

Natasha Janevski <small>Administration Assistant</small>

Natasha Janevski Administration Assistant

Natasha is undertaking a combined Bachelor of Business and Commerce. She provides a wide range of administration support to advisers in an efficient and timely manner.

Bridget Williams <small>Administration Assistant</small>

Bridget Williams Administration Assistant

Bridget has experience in financial administration in both Australia and Canada. Bridget provides financial planning administration support to the Oracle advisers.

Bridget Williams <small>Administration Assistant</small>

Bridget Williams Administration Assistant

Bridget has experience in financial administration in both Australia and Canada. Bridget provides financial planning administration support to the Oracle advisers.

Dean Short <small>Financial Advisor</small>

Dean Short Financial Advisor

DFP

A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process, and with over 15 years’ experience in the Financial Services in...Read More

Dean Short <small>Financial Advisor</small>

Dean Short Financial Advisor

DFP

A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process, and with over 15 years’ experience in the Financial Services industry, Dean is passionate about ensuring that a client’s personal objective is always the first item on his agenda. He specialises in SMSF, shares and margin lending. Having been with Oracle since 2007, Oracle clients have long admired Dean for his ability to build strong client relationships with his down-to-earth approach to wealth management. “My job is helping people and that’s why I like it so much,” says Dean.

Authorised Representative 1000769

Ewan Henderson <small>Financial Advisor</small>

Ewan Henderson Financial Advisor

DipFS(FP)

Ewan has been in the financial services industry for over 15 years, specialising in Financial Planning for the past 10 years. Spending time in large corporate environments and smal...Read More

Ewan Henderson <small>Financial Advisor</small>

Ewan Henderson Financial Advisor

DipFS(FP)

Ewan has been in the financial services industry for over 15 years, specialising in Financial Planning for the past 10 years. Spending time in large corporate environments and smaller boutique companies, Ewan has been exposed to and has experienced the different levels and diversity involved in providing financial advice and solutions.

Very mindful of the changing financial landscape, Ewan is passionate about assisting his clients navigate their way to financial freedom. He says, “I take great pleasure knowing the positive effect I can make to my clients’ lives in helping them realise their financial dreams and goals through planning and strategy.”

Authorised Representative 1240484

Ramiz Mohaia <small>Financial Advisor</small>

Ramiz Mohaia Financial Advisor

BCom, M.Com(FP)

Ramiz has been working in the financial planning industry since 2012. Ramiz takes a comprehensive approach to financial planning, who enjoys working with clients one on one in assi...Read More

Ramiz Mohaia <small>Financial Advisor</small>

Ramiz Mohaia Financial Advisor

BCom, M.Com(FP)

Ramiz has been working in the financial planning industry since 2012. Ramiz takes a comprehensive approach to financial planning, who enjoys working with clients one on one in assisting them achieve their goals with regular reviews. With an effective team of administration staff and specialists behind him, Ramiz looks to build long term relationships with a growing client base and provide excellent service.

Outside of the office, Ramiz enjoys spending time with family and friends, playing sport such as soccer, volleyball, cricket, swimming and working out at the gym.

Authorised Representative 1261331

Sandi McNamara <small>General Manager, Sydney</small>

Sandi McNamara General Manager, Sydney

Sandi is industry Tier 1 RG146 Qualified and is an integral part of the Oracle team as the General Manager across Sydney, Brisbane & Melbourne. As a Senior Manager, Sandi is in...Read More

Sandi McNamara <small>General Manager, Sydney</small>

Sandi McNamara General Manager, Sydney

Sandi is industry Tier 1 RG146 Qualified and is an integral part of the Oracle team as the General Manager across Sydney, Brisbane & Melbourne. As a Senior Manager, Sandi is involved across many facets, her role sees her lead all areas of the business by ensuring business goals, processes & team cohesion are being met along with checking the Australian Financial Services License is compliant and ASIC regulated.

With over 15 years’ experience in the financial services industry, from Senior Management in a top tier bank, to compliance and auditing for an Australian Financial Services Licensee, Sandi has developed an in-depth knowledge of the Financial Planning steps along with a genuine passion towards ensuring her clients and staff are dealt with in a friendly and ethical way. Sandi is currently completing her Cert IV in Financial Services (Mortgage Broking). Outside of work, she resides in the beautiful NSW Blue Mountains, enjoys walks with her rescue dog and dabbles in the art of all natural soap making.

 

Julio Reyes <small>Review Coordinator</small>

Julio Reyes Review Coordinator

BCom BSc

Julio has been with Oracle since 2016, and is currently part of our finance team, assisting with administration. He holds a bachelor’s Degree in commerce, majoring in Accounting,...Read More

Julio Reyes <small>Review Coordinator</small>

Julio Reyes Review Coordinator

BCom BSc

Julio has been with Oracle since 2016, and is currently part of our finance team, assisting with administration. He holds a bachelor’s Degree in commerce, majoring in Accounting, as well as a Bachelor Degree in Science. Moving into the financial sector more than 20 years ago. Julio is very passionate about helping others and constantly strives to assist our clients with the full range of financial benefits Oracle has to offer.

Sarah Parkes <small>Financial Adviser Support</small>

Sarah Parkes Financial Adviser Support

Sarah works closely with the Senior Financial Advisors to ensure all business lodgements and administration tasks are completed in a timely and efficient manner. She has a friendly...Read More

Sarah Parkes <small>Financial Adviser Support</small>

Sarah Parkes Financial Adviser Support

Sarah works closely with the Senior Financial Advisors to ensure all business lodgements and administration tasks are completed in a timely and efficient manner. She has a friendly and happy personality and has a genuine passion when dealing with clients.

Andrew Pfumojena <small>Financial Advisor</small>

Andrew Pfumojena Financial Advisor

B.Comm (Finance and Financial Planning)

Andrew has over 10 years experience as an Financial Planner and specialises in wealth accumulation, retirement planning and the provision of appropriate wealth protection strategie...Read More

Andrew Pfumojena <small>Financial Advisor</small>

Andrew Pfumojena Financial Advisor

B.Comm (Finance and Financial Planning)

Andrew has over 10 years experience as an Financial Planner and specialises in wealth accumulation, retirement planning and the provision of appropriate wealth protection strategies to facilitate his client`s realise their financial and lifestyle goals.

Andrew has a passion for investing and takes pride in helping his clients to grow their wealth. He can be your financial coach and encourage you to focus on your wealth objectives which may include providing a comfortable retirement, pay for your children’s education or your next holiday.

Authorised Representative 318370

Benjamin Keep <small>Financial Advisor</small>

Benjamin Keep Financial Advisor

AdvDipFS, GradDipAppFin

For over 13 years, Ben has worked in the financial services industry, becoming a financial planner in 2013. Ben delivers holistic advice specialising in investment planning, cash-f...Read More

Benjamin Keep <small>Financial Advisor</small>

Benjamin Keep Financial Advisor

AdvDipFS, GradDipAppFin

For over 13 years, Ben has worked in the financial services industry, becoming a financial planner in 2013. Ben delivers holistic advice specialising in investment planning, cash-flow and debt management, risk, SMSF and retirement planning.

Ben believes that successful investing requires focus and discipline, and that finding the right balance that is appropriate and comfortable for a client’s risk tolerance, goals and personal situation is important. He likes to encourage open and honest communication with clients to understand what they truly want to achieve. This information then enables Ben to personalise portfolios with simple or diversified strategies to match a client’s objectives.

Authorised Representative 446247

Robert Galante <small>Financial Advisor</small>

Robert Galante Financial Advisor

DBA, Dip FA

Robert has been in the finance industry since 1983 and a financial adviser for over 20 years. Robert enjoys working with retail investors/clients, helping them to develop a customi...Read More

Robert Galante <small>Financial Advisor</small>

Robert Galante Financial Advisor

DBA, Dip FA

Robert has been in the finance industry since 1983 and a financial adviser for over 20 years. Robert enjoys working with retail investors/clients, helping them to develop a customised plan supported by the correct wealth creation and protection strategies.

Authorised Representative 1001759

Tim Hayes <small>Financial Adviser Support</small>

Tim Hayes Financial Adviser Support

B.Ec

Tim brings experience and enthusiasm in helping Advisers, help their clients, realise their financial vision. He holds a bachelor’s degree in economics focusing on in internation...Read More

Tim Hayes <small>Financial Adviser Support</small>

Tim Hayes Financial Adviser Support

B.Ec

Tim brings experience and enthusiasm in helping Advisers, help their clients, realise their financial vision. He holds a bachelor’s degree in economics focusing on in international trade and finance.

William Wu <small>SMSF Accountant</small>

William Wu SMSF Accountant

M.Acct, CPA

William has rich experience in the accounting services industry and is a key member of the self managed super fund accounting team. William’s primary role is to ensure that our c...Read More

William Wu <small>SMSF Accountant</small>

William Wu SMSF Accountant

M.Acct, CPA

William has rich experience in the accounting services industry and is a key member of the self managed super fund accounting team. William’s primary role is to ensure that our clients’ self managed super funds are compliant and the annual tax return and financial statements are completed and lodged in an accurate, efficient and timely manner.

William holds a Master degree of Accounting as well as fully certificate of CPA Australia.

Brian Zhao <small>SMSF Accountant</small>

Brian Zhao SMSF Accountant

B.Ec M.Acct

Brian assists the SMSF Accountant to ensure all the SMSF tax returns are completed accurately and timely, and all the super funds are complying under the ATO regulations. Brian is ...Read More

Brian Zhao <small>SMSF Accountant</small>

Brian Zhao SMSF Accountant

B.Ec M.Acct

Brian assists the SMSF Accountant to ensure all the SMSF tax returns are completed accurately and timely, and all the super funds are complying under the ATO regulations. Brian is very experienced in the accounting industry and has extensive knowledge in self managed super funds and taxation.

Brian holds a Master of Professional Accounting and a Bachelor of Economics and is currently studying to become a member of CPA Australia.

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