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 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

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>Branch and Adviser Transitions Manager</small>

Jeni Nixon Branch and Adviser Transitions Manager

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>Branch and Adviser Transitions Manager</small>

Jeni Nixon Branch and Adviser Transitions Manager

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.

Jillian Stothers <small>Advisor Assistant</small>

Jillian Stothers Advisor Assistant

AdvDip(FP)

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 Ad...Read More

Jillian Stothers <small>Advisor Assistant</small>

Jillian Stothers Advisor Assistant

AdvDip(FP)

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).

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

Bridget Williams Human Resources Manager

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

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

Bridget Williams Human Resources Manager

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

Sarah Parkes <small>Administration Manager</small>

Sarah Parkes Administration 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>Administration Manager</small>

Sarah Parkes Administration 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>Advisor Assistant</small>

Tim Hayes Advisor Assistant

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>Advisor Assistant</small>

Tim Hayes Advisor Assistant

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>Paraplanner</small>

Monique Hi Paraplanner

B Business, DFP, ADFP

Monique works as a senior paraplanner at Oracle and works closely with the advisers and other support staff to help develop quality financial advice for clients. She also oversees ...Read More

Monique Hi <small>Paraplanner</small>

Monique Hi Paraplanner

B Business, DFP, ADFP

Monique works as a senior paraplanner at Oracle and works closely with the advisers and other support staff to help develop quality financial advice for clients. She also oversees the advice generation process, always endeavouring to develop new and more efficient ways to create a seamless process for clients.

Kristie Keenan <small>Adviser Transitions Assistant</small>

Kristie Keenan Adviser Transitions Assistant

Assisting Branch and Adviser Transitions Manager when new Advisers and businesses join Oracle Advisory Group.

Liaising with fund managers, Advisers & Oracle Management to en...Read More

Kristie Keenan <small>Adviser Transitions Assistant</small>

Kristie Keenan Adviser Transitions Assistant

Assisting Branch and Adviser Transitions Manager when new Advisers and businesses join Oracle Advisory Group.

Liaising with fund managers, Advisers & Oracle Management to ensure a smooth transition in the processing of joining Oracle Team.

Sarah Stothers <small>Operations and CRM Management</small>

Sarah Stothers Operations and CRM Management

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>Operations and CRM Management</small>

Sarah Stothers Operations and CRM Management

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.

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

Gary Langtry <small>Financial Advisor</small>

Gary Langtry Financial Advisor

AdvDip, FinPlg

Gary has been working in the financial planning industry since 1984. Gary’s focus is on establishing strong working relationships with all clients by developing management system...Read More

Gary Langtry <small>Financial Advisor</small>

Gary Langtry Financial Advisor

AdvDip, FinPlg

Gary has been working in the financial planning industry since 1984. Gary’s focus is on establishing strong working relationships with all clients by developing management systems to achieve lifetime, lifestyle outcomes. He achieves this by offering a tailored approach to wealth creation, mortgage reduction, cashflow management and retirement strategies.

Authorised Representative 244294

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 business...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.

Graham Mutton <small>Financial Advisor</small>

Graham Mutton Financial Advisor

AdvDip(FP), Dip FP, Tax (Financial Adviser)

Graham has over 20 years experience as an financial advisor, helping his clients to understand the risks that they face everyday and how best to manage these risks.

Graham belie...Read More

Graham Mutton <small>Financial Advisor</small>

Graham Mutton Financial Advisor

AdvDip(FP), Dip FP, Tax (Financial Adviser)

Graham has over 20 years experience as an financial advisor, helping his clients to understand the risks that they face everyday and how best to manage these risks.

Graham believes that educating his clients is key to helping them to make informed decisions and building solid foundations for their future.

Graham organises client's affairs so that when the unexpected happens, it does not disrupt their plans for the years ahead.

Authorised Representative 259707

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>Client Service Officer</small>

Carolyn Carr Client Service 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>Client Service Officer</small>

Carolyn Carr Client Service 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.

Kris Tiberi <small>Financial Advisor</small>

Kris Tiberi Financial Advisor

BCom

Kris has over 15 years’ experience in the financial planning industry and holds a Bachelor of Commerce.

Kris is an expert in delivering wealth protection, wealth creation, and...Read More

Kris Tiberi <small>Financial Advisor</small>

Kris Tiberi Financial Advisor

BCom

Kris has over 15 years’ experience in the financial planning industry and holds a Bachelor of Commerce.

Kris is an expert in delivering wealth protection, wealth creation, and retirement planning solutions to clients of all backgrounds.

Authorised Representative 313019

Nathan Tiberi <small>Financial Advisor</small>

Nathan Tiberi Financial Advisor

Adv Dip FP

Nathan has worked in the Financial Planning industry since May 2000.

Nathan currently holds an Advanced Diploma of Financial Services (Financial Planning). He is passionate abou...Read More

Nathan Tiberi <small>Financial Advisor</small>

Nathan Tiberi Financial Advisor

Adv Dip FP

Nathan has worked in the Financial Planning industry since May 2000.

Nathan currently holds an Advanced Diploma of Financial Services (Financial Planning). He is passionate about working closely with clients to achieve their financial & lifestyle objectives whilst ensuring clients have adequate solutions to protect their wealth from unexpected accident or illness.

Authorised Representative 237781

Rachel Murray <small>Financial Planning Support Officer</small>

Rachel Murray Financial Planning Support Officer

Rachel has been working in the financial planning industry and predominantly the property sector for several years and has extensive administrative experience.

Rachel works clos...Read More

Rachel Murray <small>Financial Planning Support Officer</small>

Rachel Murray Financial Planning Support Officer

Rachel has been working in the financial planning industry and predominantly the property sector for several years and has extensive administrative experience.

Rachel works closely with the financial advisers and is passionate about assisting clients work toward their long term financial and lifestyle goals.

Maureen Madden <small>Financial Planning Support Officer</small>

Maureen Madden Financial Planning Support Officer

DipFP, AdFP

Maureen provides Financial Planning administration support to Oracle Financial advisers. She has a passion for helping advisers guide their clients, who have worked diligently to s...Read More

Maureen Madden <small>Financial Planning Support Officer</small>

Maureen Madden Financial Planning Support Officer

DipFP, AdFP

Maureen provides Financial Planning administration support to Oracle Financial advisers. She has a passion for helping advisers guide their clients, who have worked diligently to save for their retirement and achieve their goals.

Maureen is currently studying a Graduate Diploma of Financial Services Financial Planning, Diploma of Finance and Mortgage Broking, with a long-term goal to become a Financial Adviser.

Outside of work, Maureen loves outdoor activities such as camping, hiking, bushwalking and she also enjoys playing badminton once a week.

Kristy Watson <small>Finance Administrator</small>

Kristy Watson Finance Administrator

Kristy has been working in the finance industry for over 20 years and started her journey working for one of the four big banks where she progressed her career into a Credit Manage...Read More

Kristy Watson <small>Finance Administrator</small>

Kristy Watson Finance Administrator

Kristy has been working in the finance industry for over 20 years and started her journey working for one of the four big banks where she progressed her career into a Credit Managers role, which gave her an in-depth understanding of the industry.

Kristy has great pleasure in working with her clients from loan commencement through to settlement, helping them achieve home ownership.

Jason Bailey <small>Lending Specialist</small>

Jason Bailey Lending Specialist

BCom, BBMgt(Banking), DipFS(MB)

Jason has extensive finance industry experience in the banking sector over a 25-year career, working in retail and business banking form all areas of the banking sector.

His spe...Read More

Jason Bailey <small>Lending Specialist</small>

Jason Bailey Lending Specialist

BCom, BBMgt(Banking), DipFS(MB)

Jason has extensive finance industry experience in the banking sector over a 25-year career, working in retail and business banking form all areas of the banking sector.

His speciality area is small business finance, of which he has won numerous awards of excellence over the years from both a team and results perspective.

His business and finance knowledge is evident and he prides himself on the relationships he has built over the years with his customers and also his business ethics and principles.

Deborah Frame McLennan <small>Administration Assistant</small>

Deborah Frame McLennan Administration Assistant

AdvDip(HRM)

Deborah has been working in the finance industry for most of her career, both in Financial Planning practices and head office roles.

For the past couple of years, Deborah has be...Read More

Deborah Frame McLennan <small>Administration Assistant</small>

Deborah Frame McLennan Administration Assistant

AdvDip(HRM)

Deborah has been working in the finance industry for most of her career, both in Financial Planning practices and head office roles.

For the past couple of years, Deborah has been working with the Wagga Wagga team.

Deborah’s main priority is to provide administrative support to the Financial Advisers to ensure they have more time to spend with their clients.

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

Jason Fagg <small>Financial Advisor</small>

Jason Fagg Financial Advisor

Adv Dip FS FP

Jason has many years of industry expertise and experience - gained from a litany of practical outcomes as both a Financial Planner and Company Director.

Jason holds a strong co...Read More

Jason Fagg <small>Financial Advisor</small>

Jason Fagg Financial Advisor

Adv Dip FS FP

Jason has many years of industry expertise and experience - gained from a litany of practical outcomes as both a Financial Planner and Company Director.

Jason holds a strong commitment to his clients, which he interacts personally on a range of outcomes regarding their wealth, future, and financial plans. His ability to build relationships with those he is working with, comes from a genuine place of care.

Jason has enjoyed various opportunities to grow and learn throughout his many experiences within the industry. He is currently undertaking a Masters of Financial Planning to further solidify his expertise.

Authorised Representative 319780

David Gemmell <small>Financial Advisor</small>

David Gemmell Financial Advisor

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.

He takes the time ...Read More

David Gemmell <small>Financial Advisor</small>

David Gemmell Financial Advisor

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.

He takes the time to understand the things that are important to his clients and promotes ongoing client education and communication.

He held an Australian Financial Services Licence for many years whilst he owned and operating a very successful financial planning business.

David is well placed to help you achieve your retirement goals.

Authorised Representative 001000144

Leah Wales <small>Client Services Manager</small>

Leah Wales Client Services Manager

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>Client Services Manager</small>

Leah Wales Client Services Manager

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.

Kerri King <small>Financial Planning Assistant</small>

Kerri King Financial Planning Assistant

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 Planning Assistant</small>

Kerri King Financial Planning Assistant

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.

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 Planning Assistant</small>

Rachelle Bunting Financial Planning Assistant

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 Planning Assistant</small>

Rachelle Bunting Financial Planning Assistant

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.

Enquire today to see how Oracle can assist you!
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