Peter Durbin B.Com, DipFS(FP)
Authorised Representative 259373
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.
Scott Jacobs B.Com, DipFS(FP)
Authorised Representative 296302
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.
Jonathon Missingham BMgt, AdvDipFS(FP), JP
Authorised Representative 1004188
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.
Stuart Hamilton, MBA Finance, AdvDipFS(FP), DipAviation(CPL/FI)
Authorised Representative 1238953 | Credit Representative 411594 email@example.com
Stuart has been in the finance industry since 2010 across the Mortgage Brokering, Personal Insurance and Financial Advice sectors in the banking and private sector. He also has held Sales and Marketing Management and Business Development Management roles throughout his career in a diverse array of industries. His experience and business skills enables him to cover a wide range of services to meet his clients’ goals in both the retail and small business space.
Graham Frater BEng, AdvDipFS(FP)
Authorised Representative 248703
Graham 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.
Joshua Durbin BMedRadSc(NM). DFP
Authorised Representative 1244961
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.
Adam Bennett ADFP, AFP
Authorised Representative 364366
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.
Sharon Goodwin Grad Dip FS, Grad Cert FS, JP
Authorised Representative 455141
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.
Mark Pauling DipFS(FP), CFP
Authorised Representative 267884
Mark has more than 30 years’ experience in the financial services industry working with trusted companies such as Colonial Mutual, National Australia Bank, ABN AMRO Morgan, Professional Investment Services and The Investment Shop. Mark specialises in retirement planning and funding processes including allocated pensions, aged care and Centrelink. Mark has been a Certified Financial Planner (CFP) since 1998 and prides himself on helping clients through the retirement funding transition.
Jason Pauling BSc(Hons), LLB, MBA, MHRMgtIR, MEBM, AdvDipFS(FP), JP
Authorised Representative 310165
Jason has worked in the financial services industry for more than a decade having previously worked for companies such as BHP and Bureau Veritas. Jason has extensive experiences across a wide range of industries which allows him to better understand client needs and provide meaningful solutions in the areas of wealth accumulation, personal insurances and superannuation.
Bbus (Mgt/M), DipFS(FP), Cert III Bus(A)
Authorised Representative 1269452
Client Administration & Compliance DFP
Sam has worked in financial planning since 2006. She focusses on client administration, paraplanning and compliance aspects of advice and implementation.
Sam holds a Bachelor’s Degree of Business (Management / Marketing), Diploma of Financial Planning and a Certificate III in Business Administration. Her passion, tenacity and drive for the role enable the Advice team to deliver timely and valued advice.
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’s voice is well known to all who call the Oracle office and is often your first port of call. From her desk in reception Simone welcomes all who visit the Newcastle office. Simone also provides assistance to the financial planning team in client administration, managed fund administration and deceased estates.
Kerry Barnett DFS(FP)
Kerry has over 20 years experience within the financial services industry and holds a Diploma of Financial Services (Financial Planning). She has had extensive experience in developing strategies and providing guidance to assist with clients meeting their goals. Kerry’s primary role is to assist the financial advisers with strategies that are individual to each client together with the writing of the advice in a client friendly manner.
Jillian Stothers ADFP
Jillian has been in the finance industry for over 20 years, she has worked in all areas of financial planning from Administration to Advising. Jillian enjoys working with our Advisers to ensure that our clients financial strategies are achieved and delivered in a timely manner. Jillian has an Advanced Diploma of Financial Planning as well as a Certificate IV in Financial Services (Financial Planning).
Natasha is undertaking a combined Bachelor of Business and Commerce. She provides a wide range of administration support to advisers in an efficient and timely manner.
Bridget has experience in financial administration in both Australia and Canada. Bridget provides financial planning administration support to the Oracle advisers.