Our Team

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.

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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.

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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.

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Graham has lived in Newcastle since 1989 after emigrating from England. He has been a financial adviser 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.

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Joshua has been in the financial services industry since 2014.

He held various roles including administration, paraplanning, operations, and fixed income analyst.

Joshua currently oversees Oracle's information technology systems.

Adam has been in the financial services industry for over 12 years, including 9 as a qualified financial adviser. 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.

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Christian brings over 25 years of experience working in the financial services and education sectors.

Christian is a Certified Financial Planner (CFP®), and he holds a Master of Commerce (Financial Planning), a Graduate Diploma of Economics and a Diploma of Financial Planning. He also acts as a Justice of the Peace for NSW, is the Secretary of the Financial Planning Association Newcastle Chapter and is on the Governance Board of the University of Newcastle Tax Clinic.

Away from work, you will often see Christian and his family at one of the many great cafes or beaches that Newcastle has to offer.

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Dean is a Senior Financial Adviser and Operation Manager at the Oracle Newcastle office.

Dean has over 30 years of experience working in the financial advice industry.

Dean enjoys assisting his clients and drawing upon an understanding of academic theory, history, industry knowledge, the Oracle team resources and substantial experience.

Laurice has been in Financial Planning for over 20 years, she has a Bachelor’s Degree in Business (Financial Planning), has previously completed her CFP and been an Authorised Representative.

Laurice has experience in advice, paraplanning, compliance & processes, and has a strong understanding of the end to end financial planning process.

Laurice draws on her experience to provide training support across the Financial Planning team, to ensure we provide our clients with quality advice and also enhance our internal operations.

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), Graduate 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.

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George is a Paraplanner at Oracle at the Charlestown office. George has been working in the financial planning industry for over 10 years and has a wealth of knowledge and experience.

George holds a Diploma in Financial Planning, an Advanced Diploma in Financial Planning and a Graduate Diploma in Financial Planning.

Outside of work, George is technology focused and likes motorbikes.

Jeni brings a wealth of 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 is the Financial Advisor Support Officer at Oracle Newcastle.

Simone provides assistance to the financial planning team in client administration, managed fund administration and deceased estates. Simone is passionate about her role in providing support to develop and implement strategies to achieve client’s goals.

Susan McBride is a Financial Planning Support Officer at Oracle Charlestown.

Susan has an array of experience within the finance industry, including working in several Credit Unions and banks and more recently from a Superannuation organisation.

Susan is excited about her role in providing support to develop and implement strategies to achieve the client’s goals. Susan holds a Certificate III in Financial Services.

Outside work, Susan enjoys yoga, strength training and long walks for leisure. Looking to take on Tassie for some major hiking when the weather improves.

Troy Eichner is a Financial Planning Support Officer in the Newcastle office.

Troy is a recent graduate with a Bachelor of Commerce from the University of Newcastle and has over a year of hands-on experience in the financial industry.

Troy's passion lies in the intricacies of finance, and he is dedicated to assisting clients in achieving optimal results while enhancing their financial futures.

Outside of work, Troy is an avid surfer, finding solace in the waves, and he also cherishes spending quality time with his close-knit group of friends.

Bridget is the Oracle Human Resources Manager in the Newcastle office.

Bridget's role involves organising recruitment, employee relations, payroll and policy management and managing staff welfare.

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.

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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.”

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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.

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Mo has over 15 years' experience working as a Financial Planner.

Mo specialises in wealth accumulation, retirement planning and wealth protection strategies to help his clients realise their financial and lifestyle goals.

Mo has a passion for helping his clients make smart choices to build, accumulate and protect their wealth, and to ensure clients achieve their financial goals without any stress.

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Munadir has been in the financial services industry for over 10 years. He holds a Bachelor of Commerce Degree from the University of Wollongong, Diploma in Financial Planning and is currently undertaking post graduate studies in Financial Planning with Kaplan Professional.

Munadir is passionate about assisting his clients achieve their financial goals through sound financial advice and embarking on a journey together with them. He is constantly reviewing his clients’ financial strategies, to ensure they continue to meet there ongoing needs for the future.

Outside work, Munadir loves spending quality time with his beautiful wife Sajeda and their two lovely boys Shayyan and Shahraan. On the weekends, he looks forward to a beautiful day out at the beach or embarking on any thrill-seeking adventure with his family.

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Sarah manages the Financial Planning Administration team at Oracle to ensure that all processes, procedures & systems are created and followed.

Sarah has been working in the financial planning industry for several years & has a wealth of knowledge when supporting the Financial Advisers.

She is very passionate in guiding her team on a day to day basis & helping them to reach clients' financial goals.

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.

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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.

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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.

Kim brings a wealth of experience to Oracle with over 30 years in the financial services industry. She has experience providing specialised financial advice to business and personal clients.

When Kim is not working she is involved in the community as the President of the local Lions Club.

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Campbell has been in the financial services industry since 1985. Campbell uses his probing yet emphatic approach to ensure a full understanding of his clients’ needs and goals. He establishes a strong working relationship with all of his clients, developing management systems to achieve each client’s individual lifetime, lifestyle outcomes by offering an holistic approach to wealth creation, mortgage reduction, cashflow management and retirement strategies.

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Alvin is a financial adviser with over a decade of industry experience under his belt. He enjoys getting to know his clients on a personal level and helping them achieve their financial goals.

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John has spent over three decades working in his private clients' best interest at Robertson Group Australia, Godfrey Pembroke, ANZ, Morgan Stanley Smith Barney and now at Oracle.

John has extensive experience in equities research, banking, finance, insurance, superannuation, accounting, and property development.

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Steven has been in the financial services industry for over 35 years, specialising in Financial Planning for the past 24 years.

Steven specialises in wealth accumulation, retirement planning and the provision of appropriate wealth protection strategies to help his client`s realise their financial and lifestyle goals.

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Previous to financial planning, Steve had 13 year career with the ANZ Bank, which included branch management, business and personal lending.

He holds a Diploma in Financial Planning, as well as the qualification of Certified Financial Planner. Steve has extensive experience in all facets of financial planning including superannuation, SMSF’s, wealth accumulation, retirement planning and personal insurance.

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Jacinta brings a wealth of experience in the field of marketing and graphic design.

She has hands-on-experience developing marketing strategies and contributing towards to business growth.

Jacinta holds a Diploma in Marketing & Communication and Bachelors degree in Graphic Design.

Warren is a well-known and respected Financial Adviser in the Manning region with over 29 years’ experience developing a strong and loyal client following.

Warren has expertise in all areas of financial planning including managing his own successful business, Personal Tax and Planning prior to joining Oracle Advisory Group.

Warren holds an Associate Diploma of Business (Accounting), Advanced Diploma of Financial Planning, is a member of the Financial Planning Association of Australia, an Accredited Aged Care Professional, and is a Certified Financial Planner (TM).

Warren has a honest, positive, and friendly approach to each individual situation. He takes the time to develop professional relationships with all his clients, which is is evident with his loyal clients, many of whom have become friends as well as long-term clients.

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Matthew has over 20 years’ experience in the financial services industry.

Matthew enjoys helping clients plan for the future and uses his extensive experience to take away the complexity and jargon, so they can have the confidence in their plans and peace of mind for the future.

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Sally has been working in the accounting industry since 2002. As a Chartered Accountant and SMSF Specialist, she enjoys helping clients navigate and understand the often complex SMSF and tax rules so they can be confident of their compliance with the relevant legislation.

Chris has lived in Bendigo all his life, and in 2021, he joined the local office.

He has worked in banking and financial services since 2015. He studied his Bachelor of Business at La Trobe University and has done his post-graduate studies in Financial Planning with Kaplan Professional.

Chris is enthusiastic about maintaining long-term relationships with his clients, to ensure that their retirement and lifestyle goals are always within reach. His excitement for providing advice is driven by seeing the positive difference financial planning makes in people’s lives.

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Lorelle has over 20 years’ experience in the financial planning industry, and she joined Oracle in 2022.

Lorelle holds a Bachelor of Business, Advanced Diploma in Financial Services (Financial Planning) and she is also a Certified Financial Planner.

Lorelle is passionate about helping clients achieve their goals and objectives, whilst building and maintaining long term relationships with her clients. Lorelle is excited to help all clients regardless of where they are in their life journey, with a strong focus and passion for supporting women with their financial planning needs.

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Phil has been in the Financial Services industry for over 30 years, including 20 years as a Financial Planner in both banking and private sectors.

Phil’s passion for providing quality advice and financial coaching has helped many clients in the journey to achieve their retirement, investment and protection goals.

Rachelle has been working in the financial planning industry for twelve years.

She is passionate about her role in providing support to develop and implement strategies to achieve client’s goals.

Carolyn has worked in the financial services industry for over 25 years, working closely with the Financial Adviser’s to provide administration support, and as a paraplanner preparing advice documents. She enjoys dealing with the clients and assisting them with their enquiries on a day to day basis.

Staytira has worked in the financial services industry for over 25 years, working across both Banking and Financial Planning industry.

Having worked as a Financial Adviser herself for over a decade, she understands the value of good ongoing advice and how it can really help achieve clients goals.

As a Support Officer, she works closely with the advisers and assists them in working towards reaching their clients financial objectives.

Vukasin is a Financial Adviser at the Oracle Melbourne office. Vukasin has over 10 years of experience working in financial planning.

Vukasin is a Certified Financial Planner, SMSF Adviser Specialist and is a Registered Tax (Financial) Adviser. He holds a Graduate Diploma of Economics, Graduate Diploma in Financial planning and a Diploma in Financial Services (Financial Markets).
He has a genuine and patient approach to work and he enjoys helping clients tackling challenges in life, to turn them into a positive client experience.

Outside of work, Vukasin enjoys going on holidays with his family to seek new experiences and finding out about new cultures.

Albert commenced working in the financial services industry in 2004, initially working with small business and high new worth clients before moving into financial planning in 2009.

Albert takes the time to understand his clients past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suites each client.

It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.

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For over 20 years, David has been helping small business owners and executives take positive steps towards creating a successful financial future.

His clients range from time-poor small business owners to executives of nationally run companies.

David specialise in superannuation, retirement planning, wealth creation and wealth protection advice.

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Albert commenced working in the financial services industry in 2004, initially working with small business and high new worth clients before moving into financial planning in 2009.

Albert takes the time to understand his clients past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suites each client.

It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.

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Jovan is an Financial Adviser Support Officer at the Parramatta office. Jovan holds a Bachelor of Law / Business & Commerce.

Prior to Oracle, Jovan worked as a client management specialist in an international Forex and CFD Brokerage firm.

Jovan enjoys working with our Advisers to ensure that our clients financial strategies are achieved and delivered in a timely manner.

Dean has a wealth of knowledge and experience having worked as Financial Advisor over many years.

Dean holds a Bachelor of Business (Accounting), a Diploma of Financial Planning and he has also undertaken additional study on self-managed superannuation funds.

Dean is passionate about financial markets, business, the economy, and the need for clients to establish a financial plan for the future.

Outside of work, he is a keen supporter of the Western Bulldogs in the AFL, he also enjoys keeping fit and his dream is to one day explore Brazil, Cuba and watch a test match in the West Indies.

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Before joining Oracle, Kerri worked at WIN TV for 18 years, before moving to Astute Advisory Services to work with Omar when he started the business.

She has been working in Financial industry with Omar for over 8 years and I am now with Oracle.

Kerri's favourite part of my job, is the clients that have become friends over the years.

John is an established and well-regarded financial planner who has been advising clients for over 40 years.

As a trusted adviser in superannuation advice, managed fund investments, personal insurance, retirement planning and mortgage broking.

John has a broad range of experience, having advised clients from various backgrounds including mining, medical, law, business, and personal clients.

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Kristinn has been working in financial planning industry for 20 years.

Kristinn enjoys working alongside adviser John Morello, and assisting clients with their enquires and helping clients to achieve their individual financial planning goals.

Donna is a Administration Assistant at Oracle Advisory Group Nelson Bay.

Donna provides with day-to-day administrative support to John Morello financial adviser.

Previously, Donna worked as a Pathology Technician in Private Practice and at the Wallsend Hospital.

Jannette has worked in the Financial Planning industry since 2005. She has worked with a diverse range of clients and situations, and enjoys working in an inclusive manner to achieve her clients’ goals.

She always works in the best interests of her clients and keeps her professional skills up to date to deliver strategies that work.

Jannette also enjoys the technical side of the role as an adviser and applying these skills to her clients’ portfolios.

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Leonie is a Financial Adviser at Oracle Wagga Wagga, she has spent the last 7 years helping people with their financial planning needs.

Leonie has knowledge and experience to provide advice in relation to superannuation, wealth accumulation, personal protection, debt management and retirement planning needs. She is currently studying an accounting degree as she believes it will help her to better understand her client’s needs thereby enabling her to provide comprehensive advice for clients to become financially secure.

Outside of work, Leonie is an aspiring dressage rider, although she does not think she will be competing with Simone Pearce anytime soon. She has two adult children, one of which spends her time travelling the world and the other who loves his sport and being closer to home.

Rodney Yates is an Associate Financial Adviser at Oracle Taree.

Rodney has over 5 years of experience supporting Financial Advisers by providing advice to a variety of clients.

Rodney has a solid knowledge of the financial planning industry and enjoys being able to assist clients to achieve their financial goals.

Rodney recently completed a Graduate Diploma in Financial Planning through Kaplan Professional.

Outside work, he enjoys spending quality time with his family and friends. Whether it’s taking the kids to the beach or a weekend away camping with friends.

Anne has worked in financial services for over 20 years, both in Australia and the UK.

She enjoys supporting Advisers in assisting them to achieve the clients financial goals.

She prides herself in building strong relationships with both the advisers and with our clients.

Dianne is a Financial Planning Support Officer at Oracle Taree.

Dianne is relatively new to the finance industry after a long career in real estate.

She is passionate about her role in providing support to the Financial Advisors to develop and implement strategies to achieve client’s goals.

Sandra is a Financial Planning Support Officer at Bendigo and has 9 years’ experience in the financial planning industry.

Sandra has experience and knowledge of the financial planning process and supporting advisers in an administrative capacity. She enjoys building relationship with clients and supporting advisers to assist the clients in their financial journey.

Outside of work, Sandra enjoys going for walks, camping in her camper trailer and volunteering for any worthwhile cause.

Andrea is a Financial Planning Support Officer at Oracle Parramatta. She has been working in the Financial Services for over 3 years.

Andrea enjoys working closely with Financial Advisors in order to improve the wellbeing of their clients.

Outside of work, she loves spending quality time with her loved ones and reading exciting books.

Julie is a Compliance Audit Officer based in Charlestown at our head office. She has over 30 years’ experience in financial services including roles in client service, paraplanning and compliance.

Julie has a strong knowledge of the financial planning industry and the financial planning process. She is passionate about improving the advice process and procedures and ensuring that clients are receiving compliant and personalised financial planning advice that can help them to achieve their goals.

Julie has the Advanced Diploma in Financial Service (Financial Planning) along with a Certificate in Self-managed Superannuation Funds and other industry related qualifications.

Outside work, she enjoys spending quality time with family and friends and playing tennis.

Danna Seinor is an Administration Assistant at Oracle Wagga Wagga. Danna enjoys supporting her team of professionals by providing exceptional client service.

Danna has administrative experience dealing in the corporate, legal and corrections sectors. She holds a Bachelor of Arts and a Graduate Diploma in Australian History and Cultural Heritage.

Outside of work, she enjoys researching Colonial Australian History, bird watching and gardening.

Panta Arya is a Financial Planning Support Officer at Oracle Parramatta. Panta assists the financial planning team in achieving the best financial outcomes for our clients.

Panta has worked in financial services for over 12 years working across both Banking and Financial Planning industries.

Trent Shanahan is a Financial Adviser at Oracle Nelson Bay. He has 20 years of experience working in the financial services industry, has held various leadership positions, and over the years has directly managed over 50 Financial Advisers.

Trent is a passionate, outcome-oriented Financial Planning professional with a strong desire to help as many people as possible build enough wealth to live meaningful, happy lives. Trent specialises in superannuation, retirement planning and wealth creation. He aims to help his clients make smart decisions with their money.

Outside work, you will find Trent and his family in or around the ocean or at the soccer fields. Trent loves to travel having travelled extensively in his caravan and loves to share travel stories.

Destiny Martin is a Financial Planning Support Officer at Oracle Parramatta. She has been working in Financial Services for over 10 years.

Destiny enjoys supporting Financial Advisers to achieve the best outcomes for their clients.

Outside work, Destiny loves spending quality time with her family.

Albert is a Financial Adviser in Oracle Byron Bay office. Albert commenced working in the financial services industry in 2004, initially working with small business and high new worth clients before moving into financial planning in 2009.

Albert takes the time to understand his clients past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suites each client.

It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.

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Albert is a Financial Adviser at Oracle, he services clients across the Northern Rivers area.

Albert commenced working in the financial services industry in 2004, initially working with small businesses and high-net-worth clients before moving into financial planning in 2009.

Albert takes the time to understand his client's past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suits each client.

It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.

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Peter Ohl is an Associate Financial Adviser at Oracle in Murwillumbah.

Peter is pursuing a career change in financial planning.

Peter has over 10 years of working in accounting, he has completed a CPA Professional Program achieving High Distinctions in Advanced Taxation, Financial Reporting and Strategic Management Accounting.

Outside work, Peter enjoys a game of tennis while helping raise a young family with his wife Liz.