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

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.

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

Joshua curr...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.

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

Joshua currently oversees Oracle's information technology systems.

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

Marc Goode <small>Financial Advisor</small>

Marc Goode Financial Advisor

DipFP DipBus

Marc has worked in financial services sector for more than 25 years and has been a financial planner since 1999. He has experience advising clients across all walks of life, helpin...Read More

Marc Goode <small>Financial Advisor</small>

Marc Goode Financial Advisor

DipFP DipBus

Marc has worked in financial services sector for more than 25 years and has been a financial planner since 1999. He has experience advising clients across all walks of life, helping them meet their financial goals. He assists clients in the areas of financial planning, personal insurance, superannuation and retirement income.

Marc enjoys working with all types of clients and has a particular interest in assisting his clients in meeting their retirement goals. Marc takes time to gather comprehensive information to allow him to get a full picture of his clients existing position before working together to meet their financial goals, making sure to understand that over time circumstances change, so it is important to ensure that any financial plan is flexible enough to move with these changes.

Christian O’Connor <small>Financial Advisor</small>

Christian O’Connor Financial Advisor

CFP, DipFP, GDipEcom, MCom(FP), JP

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 o...Read More

Christian O’Connor <small>Financial Advisor</small>

Christian O’Connor Financial Advisor

CFP, DipFP, GDipEcom, MCom(FP), JP

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.

Authorised Representative 263835

James Massey <small>Financial Advisor<small>

James Massey Financial Advisor

BME, MDiv, GradDipFP, MeSAFAA, JP

Jim has a background ranging from automotive engineering to Christian ministry and financial planning.

Jim has been providing financial services since 2001 and he has solid expe...Read More

James Massey <small>Financial Advisor<small>

James Massey Financial Advisor

BME, MDiv, GradDipFP, MeSAFAA, JP

Jim has a background ranging from automotive engineering to Christian ministry and financial planning.

Jim has been providing financial services since 2001 and he has solid experience in investment property, self-managed superannuation funds, retirement planning and a whole lot more.

Jim holds a graduate diploma of financial planning and was previously the director of Grace Financial Services.

Authorised Representative 398841

Samantha Livingstone-Foggo <small>Compliance Manager</small>

Samantha Livingstone-Foggo Compliance Manager

B.Bus (Mgt/M), GradDipFS(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>Compliance Manager</small>

Samantha Livingstone-Foggo Compliance Manager

B.Bus (Mgt/M), GradDipFS(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), 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.

Authorised Representative 1269452 | Client Administration & Compliance

Jeni Nixon <small>Accounts and Client Adminstration</small>

Jeni Nixon Accounts and Client Adminstration

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...Read More

Jeni Nixon <small>Accounts and Client Adminstration</small>

Jeni Nixon Accounts and Client Adminstration

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 Richards <small>Adviser Transitions Assistant</small>

Simone Richards Adviser Transitions Assistant

Simone’s voice is well known to all who call the Oracle office and is often your first port of call.

Simone provides assistance to the financial planning team in client admini...Read More

Simone Richards <small>Adviser Transitions Assistant</small>

Simone Richards Adviser Transitions Assistant

Simone’s voice is well known to all who call the Oracle office and is often your first port of call.

Simone provides assistance to the financial planning team in client administration, managed fund administration and deceased estates.

She also manages Commpay and the transition of new financial advisers to Oracle.

Bridget Williams <small>Human Resources Manager</small>

Bridget Williams Human Resources Manager

Bridget is the Oracle Human Resources Manager, part of her role includes communicating with all staff in house and offshore, as well as assisting with recruitment, inductions, perf...Read More

Bridget Williams <small>Human Resources Manager</small>

Bridget Williams Human Resources Manager

Bridget is the Oracle Human Resources Manager, part of her role includes communicating with all staff in house and offshore, as well as assisting with recruitment, inductions, performance management and employee relations.

She also continues to assist the financial planners in the Newcastle office.

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

Mo Shouman <small>Financial Advisor</small>

Mo Shouman Financial Advisor

MFin BFin Adv Dip FP

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 ...Read More

Mo Shouman <small>Financial Advisor</small>

Mo Shouman Financial Advisor

MFin BFin Adv Dip FP

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.

Authorised Representative 430574

Munadir Khan <small>Financial Advisor</small>

Munadir Khan Financial Advisor

BComm DipFS GradDipFinPlan

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 i...Read More

Munadir Khan <small>Financial Advisor</small>

Munadir Khan Financial Advisor

BComm DipFS GradDipFinPlan

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.

Authorised Representative 001250591

Sarah Parkes <small>Client Services Team Manager</small>

Sarah Parkes Client Services Team Manager

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...Read More

Sarah Parkes <small>Client Services Team Manager</small>

Sarah Parkes Client Services Team Manager

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 Pfumojena <small>Financial Advisor</small>

Andrew Pfumojena Financial Advisor

B.Comm (FinFP)

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 (FinFP)

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

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 Advisor Support Officer</small>

Tim Hayes Financial Advisor Support Officer

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 Advisor Support Officer</small>

Tim Hayes Financial Advisor Support Officer

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.

Monique Hi <small>Paraplanning Manager</small>

Monique Hi Paraplanning Manager

B Business, DFP, ADFP

Monique is the Paraplanning Manager at Oracle. She provides ongoing support, mentoring, and training to the paraplanning team.

Monique works closely with advisers and admin supp...Read More

Monique Hi <small>Paraplanning Manager</small>

Monique Hi Paraplanning Manager

B Business, DFP, ADFP

Monique is the Paraplanning Manager at Oracle. She provides ongoing support, mentoring, and training to the paraplanning team.

Monique works closely with advisers and admin support to ensure that Oracle develops quality, compliant financial advice for clients.

She also oversees the advice generation and workflow process, continuously striving to develop new and more efficient ways to create a seamless process for clients.

Sarah Stothers <small>CRM & Transitions Manager</small>

Sarah Stothers CRM & Transitions Manager

Sarah has been working in Financial Planning industry since 2011. Her career started in Administration and Client Services, then onto assistant to Senior Advisers and Paraplanners....Read More

Sarah Stothers <small>CRM & Transitions Manager</small>

Sarah Stothers CRM & Transitions Manager

Sarah has been working in Financial Planning industry since 2011. Her career started in Administration and Client Services, then onto assistant to Senior Advisers and Paraplanners.

Sarah currently oversees Oracles CRM Software and helps to manage the operations of the business. She strives to establish innovative and efficient ways to generate seamless processes for the Oracle Team.

Sarah also manages all new business and advisor acquisitions and aspects of the transition process.

Kim Sindel <small>Financial Advisor</small>

Kim Sindel Financial Advisor

GradCertFP

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 persona...Read More

Kim Sindel <small>Financial Advisor</small>

Kim Sindel Financial Advisor

GradCertFP

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.

Authorised Representative 396521

Campbell Knox <small>Financial Advisor</small>

Campbell Knox Financial Advisor

GradDipFP, GradCertAppFinInv, BBusMgt

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. H...Read More

Campbell Knox <small>Financial Advisor</small>

Campbell Knox Financial Advisor

GradDipFP, GradCertAppFinInv, BBusMgt

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.

Authorised Representative 303067

Alvin Wong <small>Financial Advisor</small>

Alvin Wong Financial Advisor

AdvDipFP, BEng, BComm

Alvin is a financial advisor 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 fina...Read More

Alvin Wong <small>Financial Advisor</small>

Alvin Wong Financial Advisor

AdvDipFP, BEng, BComm

Alvin is a financial advisor 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.

Authorised Representative 316313

John Robertson <small>Financial Advisor</small>

John Robertson Financial Advisor

BBus(Acc)

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.
...Read More

John Robertson <small>Financial Advisor</small>

John Robertson Financial Advisor

BBus(Acc)

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.

Authorised Representative 274929

Steven Field <small>Financial Advisor</small>

Steven Field Financial Advisor

AdvDipFP

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, retire...Read More

Steven Field <small>Financial Advisor</small>

Steven Field Financial Advisor

AdvDipFP

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.

Authorised Representative 248219

Steven Baker <small>Financial Advisor</small>

Steven Baker Financial Advisor

CFP®, DFP

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 Plan...Read More

Steven Baker <small>Financial Advisor</small>

Steven Baker Financial Advisor

CFP®, DFP

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.

Authorised Representative 001262540

Jacinta Pane <small>Marketing Manager</small>

Jacinta Pane Marketing Manager

DipMktgComm, BA(GraphDesign)

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 busin...Read More

Jacinta Pane <small>Marketing Manager</small>

Jacinta Pane Marketing Manager

DipMktgComm, BA(GraphDesign)

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.

Matthew Suters <small>Financial Advisor</small>

Matthew Suters Financial Advisor

Grad Cert FP, Adv Dip FP

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...Read More

Matthew Suters <small>Financial Advisor</small>

Matthew Suters Financial Advisor

Grad Cert FP, Adv Dip FP

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.

Authorised Representative 384692

Carolyn Carr <small>Financial Advisor Support Officer</small>

Carolyn Carr Financial Advisor Support Officer

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 prep...Read More

Carolyn Carr <small>Financial Advisor Support Officer</small>

Carolyn Carr Financial Advisor Support Officer

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.

Sally Berthelsen <small>SMSF Administrator</small>

Sally Berthelsen SMSF Administrator

BBus(BankingFinAcctg), GradDipCA

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 SM...Read More

Sally Berthelsen <small>SMSF Administrator</small>

Sally Berthelsen SMSF Administrator

BBus(BankingFinAcctg), GradDipCA

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.

Brendan Whitehouse <small>Financial Advisor</small>

Brendan Whitehouse Financial Advisor

CFP, Adv Dip. Dip FP

Brendan Whitehouse, has over 20 years of professional experience and understands the importance of long term client relationships and has always displayed a genuine, caring and pro...Read More

Brendan Whitehouse <small>Financial Advisor</small>

Brendan Whitehouse Financial Advisor

CFP, Adv Dip. Dip FP

Brendan Whitehouse, has over 20 years of professional experience and understands the importance of long term client relationships and has always displayed a genuine, caring and professional approach with his clients.

His honest, positive and friendly nature makes clients from all walks of life feel immediately at ease.

These traits mixed with his specialist knowledge in retirement planning, understanding client’s income and capital preservation needs makes Brendan a specialist in his field.

Authorised Representative 319832

David Gemmell <small>Financial Consultant</small>

David Gemmell Financial Consultant

Dip FP, Dip SM, SSA

David has practiced as a Financial Planner in Bendigo for over 15 years, choosing to specialise in retirement planning and self-managed super fund strategies.

David currently wo...Read More

David Gemmell <small>Financial Consultant</small>

David Gemmell Financial Consultant

Dip FP, Dip SM, SSA

David has practiced as a Financial Planner in Bendigo for over 15 years, choosing to specialise in retirement planning and self-managed super fund strategies.

David currently works at Oracle as an Financial Consultant.

Chris Payne <small>Financial Advisor</small>

Chris Payne Financial Advisor

BBus, GradDipFinPlan

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...Read More

Chris Payne <small>Financial Advisor</small>

Chris Payne Financial Advisor

BBus, GradDipFinPlan

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.

Authorised Representative 1259433

Lorelle Price <small>Financial Advisor</small>

Lorelle Price Financial Advisor

BBus AdvDipFinSer CFP®

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 Se...Read More

Lorelle Price <small>Financial Advisor</small>

Lorelle Price Financial Advisor

BBus AdvDipFinSer CFP®

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.

Authorised Representative 001002923

Leah Wales <small>Financial Advisor Support Officer</small>

Leah Wales Financial Advisor Support Officer

Leah has worked in a variety of roles within the Finance industry over the last 30 years, most recently as Client Services Manager.

She is passionate about building relationship...Read More

Leah Wales <small>Financial Advisor Support Officer</small>

Leah Wales Financial Advisor Support Officer

Leah has worked in a variety of roles within the Finance industry over the last 30 years, most recently as Client Services Manager.

She is passionate about building relationships to deliver excellent customer service, and enjoys assisting the Financial Adviser in Bendigo to achieve our clients financial & lifestyle goals.

Phil Jones <small>Financial Advisor</small>

Phil Jones Financial Advisor

Dip FP

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...Read More

Phil Jones <small>Financial Advisor</small>

Phil Jones Financial Advisor

Dip FP

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 Bunting <small>Financial Advisor Support Officer</small>

Rachelle Bunting Financial Advisor Support Officer

DFP

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 achie...Read More

Rachelle Bunting <small>Financial Advisor Support Officer</small>

Rachelle Bunting Financial Advisor Support Officer

DFP

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.

Staytira Soni <small>Financial Planning Support Officer</small>

Staytira Soni Financial Planning Support Officer

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 herse...Read More

Staytira Soni <small>Financial Planning Support Officer</small>

Staytira Soni Financial Planning Support Officer

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.

Albert Evans <small>Financial Advisor</small>

Albert Evans Financial Advisor

B.IntFin, AdvDipFP

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....Read More

Albert Evans <small>Financial Advisor</small>

Albert Evans Financial Advisor

B.IntFin, AdvDipFP

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.

Authorised Representative 000334102

David Nimmo <small>Financial Advisor</small>

David Nimmo Financial Advisor

Dip FP

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-po...Read More

David Nimmo <small>Financial Advisor</small>

David Nimmo Financial Advisor

Dip FP

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.

Authorised Representative 334102

Olivia Ho <small>Financial Planning Support Officer</small>

Olivia Ho Financial Planning Support Officer

BCom

Olivia joined the Oracle team in 2021 and she is responsible for providing administration and support to financial advisors and to also assist clients to achieve their financial go...Read More

Olivia Ho <small>Financial Planning Support Officer</small>

Olivia Ho Financial Planning Support Officer

BCom

Olivia joined the Oracle team in 2021 and she is responsible for providing administration and support to financial advisors and to also assist clients to achieve their financial goals.

Prior to joining Oracle, Olivia worked in superannuation and insurance.

She has completed A Bachelor Degree of Commerce at Macquarie University.

Albert Evans <small>Financial Advisor</small>

Albert Evans Financial Advisor

B.IntFin, AdvDipFP

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....Read More

Albert Evans <small>Financial Advisor</small>

Albert Evans Financial Advisor

B.IntFin, AdvDipFP

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.

Authorised Representative 000334102

Warren Fischer <small>Financial Advisor</small>

Warren Fischer Financial Advisor

CFP®, Dip FP, Assoc. Dip Bus (Acctg), JP

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 expertis...Read More

Warren Fischer <small>Financial Advisor</small>

Warren Fischer Financial Advisor

CFP®, Dip FP, Assoc. Dip Bus (Acctg), JP

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.

Authorised Representative 263932

Jovan Muliady <small>Financial Advisor Support Officer</small>

Jovan Muliady Financial Advisor Support Officer

BL&Bus & Com

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

Prior to Oracle, Jovan worked as a client manage...Read More

Jovan Muliady <small>Financial Advisor Support Officer</small>

Jovan Muliady Financial Advisor Support Officer

BL&Bus & Com

Jovan is an Financial Advisor 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 Tipping <small>Financial Advisor</small>

Dean Tipping Financial Advisor

BBus(Acc) DipFP

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...Read More

Dean Tipping <small>Financial Advisor</small>

Dean Tipping Financial Advisor

BBus(Acc) DipFP

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.

Authorised Representative 001253857

Kerri King <small>Financial Advisor Support Officer</small>

Kerri King Financial Advisor Support Officer

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 Fin...Read More

Kerri King <small>Financial Advisor Support Officer</small>

Kerri King Financial Advisor Support Officer

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.

Elizabeth Evans <small>Financial Planner Support Officer </small>

Elizabeth Evans Financial Planner Support Officer

Elizabeth is the Financial Planner Support Officer at the Oracle Taree Office.

Elizabeth started in the financial planning industry in 2021 after previous experience some years ...Read More

Elizabeth Evans <small>Financial Planner Support Officer </small>

Elizabeth Evans Financial Planner Support Officer

Elizabeth is the Financial Planner Support Officer at the Oracle Taree Office.

Elizabeth started in the financial planning industry in 2021 after previous experience some years ago. She worked for a major bank for twenty years and she has held various bookkeeping and office administration roles for local firms in the Manning Valley.

Elizabeth resides in Wingham and is well known for her community and volunteering involvement with various local groups.

John Morello <small>Financial Advisor</small>

John Morello Financial Advisor

CFP® DipFP

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

As a trusted advisor in superannuation advice, managed fund investmen...Read More

John Morello <small>Financial Advisor</small>

John Morello Financial Advisor

CFP® DipFP

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

As a trusted advisor 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.

Authorised Representative 000246078

Kristinn Egan<small>Financial Planning Support Officer</small>

Kristinn EganFinancial Planning Support Officer

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 help...Read More

Kristinn Egan<small>Financial Planning Support Officer</small>

Kristinn EganFinancial Planning Support Officer

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.

Shane-Lamprey <small>Financial Advisor</small>

Shane-Lamprey Financial Advisor

Shane has worked in the financial services industry for over 27 years.

Shane has had the opportunity to build a career in the Financial Planning Industry as a Financial Adviser...Read More

Shane-Lamprey <small>Financial Advisor</small>

Shane-Lamprey Financial Advisor

Shane has worked in the financial services industry for over 27 years.

Shane has had the opportunity to build a career in the Financial Planning Industry as a Financial Adviser by leveraging off various roles including Practice Management and Business Development and Client Service Management.

Shane has a thorough knowledge and understanding of how financial planning benefits Australian people. Together with the desire to achieve results, she is dedicated to achieving quality solutions delivering long term financial and lifestyle security for her clients.

Authorised Representative 242941

Donna Morello <small>Administration Assistant</small>

Donna Morello Administration Assistant

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, ...Read More

Donna Morello <small>Administration Assistant</small>

Donna Morello Administration Assistant

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 Moseley <small>Financial Advisor</small>

Jannette Moseley Financial Advisor

AFP® AdvDipFp (FS)

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 achie...Read More

Jannette Moseley <small>Financial Advisor</small>

Jannette Moseley Financial Advisor

AFP® AdvDipFp (FS)

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.

Authorised Representative 278001

Jim Nicholls <small>Financial Planning Support Officer</small>

Jim Nicholls Financial Planning Support Officer

Jim has worked in the financial services industry for since 2005.

Jim works closely with Financial Advisers to provide administration support, and as a paraplanner preparing adv...Read More

Jim Nicholls <small>Financial Planning Support Officer</small>

Jim Nicholls Financial Planning Support Officer

Jim has worked in the financial services industry for since 2005.

Jim works closely with Financial Advisers to provide administration support, and as a paraplanner preparing advice documents.

Jim enjoys dealing with the clients and assisting them with their enquiries on a day to day basis.

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