Our Team

Peter Durbin <small>Financial Adviser</small>

Peter Durbin Financial Adviser

B.Com, DipFS(FP)

Peter Durbin is the Founder and Managing Director of Oracle Advisory Group. He has over 37 years of experience in the Financial Services industry. His investment industry experienc...Read More

Peter Durbin <small>Financial Adviser</small>

Peter Durbin Financial Adviser

B.Com, DipFS(FP)

Peter Durbin is the Founder and Managing Director of Oracle Advisory Group. He has over 37 years of experience in the Financial Services industry. His investment industry experience includes stockbroking, investment management equities research & and portfolio construction.

Peter has a solid understanding of superannuation, equities, income-bearing instruments, financial planning, and property trusts. The majority of his career has been with Morgan’s Financial as a branch manager and providing advice to a large and diverse client base.

In 2018, Peter formed Oracle Advisory Group which now has 15 office locations across 3 states and with over 150 employees.

Authorised Representative 259373

Scott Jacobs <small>Financial Adviser</small>

Scott Jacobs Financial Adviser

B.Com, DipFS(FP)

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

Scott Jacobs <small>Financial Adviser</small>

Scott Jacobs Financial Adviser

B.Com, DipFS(FP)

Scott is a Director of Oracle Advisory Group. He has been 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.

Outside work, you'll find Scott spending time with his family, coaching his boy’s sporting teams or enjoying a hit of tennis or time at the beach.

Authorised Representative 296302

Jonathon Missingham <small>Financial Adviser</small>

Jonathon Missingham Financial Adviser

BMgt, AdvDipFS(FP), JP

Jonathon is a Financial Adviser at Oracle Newcastle. He has an extensive career in financial services including working as a qualified financial adviser since 2011.

Jonathon is ...Read More

Jonathon Missingham <small>Financial Adviser</small>

Jonathon Missingham Financial Adviser

BMgt, AdvDipFS(FP), JP

Jonathon is a Financial Adviser at Oracle Newcastle. He has an extensive career in financial services including working as a qualified financial adviser since 2011.

Jonathon is a Certified Financial Planner and has helped people with many and varied circumstances solve their financial problems and plan for their retirement.

Outside work Jonathon enjoys quality time with his wife and sons, riding his motorcycle and stubbornly avoiding retiring from playing rugby.

Authorised Representative 1004188

Graham Frater <small>Financial Adviser</small>

Graham Frater Financial Adviser

BEng (Hons), AdvDipFS(FP)

Graham is a Financial Adviser at Oracle Newcastle and has over 20 years of experience in financial planning.

Graham prides himself on the levels of client service he provides &a...Read More

Graham Frater <small>Financial Adviser</small>

Graham Frater Financial Adviser

BEng (Hons), AdvDipFS(FP)

Graham is a Financial Adviser at Oracle Newcastle and has over 20 years of experience in financial planning.

Graham prides himself on the levels of client service he provides & takes both an active & practical role in the financial planning advice he provides to clients.

Graham likes to work closely with clients to make the complex simpler & help them achieve their financial goals. This active personal approach ensures clients have a full understanding of the strategies and investments in which they are involved. Graham finds it rewarding to have regular honest and open communication with clients to the point that they become more of an extended family than clients.

Outside work, Graham is interested in all things mechanical & likes to work on the Vintage British car & Motorcycle he currently has sitting in the garage. Graham is also a keen follower of English football being a keen Sunderland supporter.

Authorised Representative 248703

Joshua Durbin <small>IT Manager</small>

Joshua Durbin IT Manager

BMedRadSc(NM), DFP

Joshua Durbin oversees Oracle's information technology systems and has been in the financial services industry since 2014.

Joshua has held various roles including administration...Read More

Joshua Durbin <small>IT Manager</small>

Joshua Durbin IT Manager

BMedRadSc(NM), DFP

Joshua Durbin oversees Oracle's information technology systems and has been in the financial services industry since 2014.

Joshua has held various roles including administration, paraplanning, operations, and fixed-income analyst. He has always had a passion for computers and loves figuring out how they work and how to fix them.

Outside work, Joshua enjoys travelling, cycling, skiing (both water and snow), and tinkering with computers.

Adam Bennett <small>Financial Adviser</small>

Adam Bennett Financial Adviser

ADFP, AFP

Adam is a Financial Adviser at Oracle Newcastle. He has been a seasoned Financial Adviser at Oracle Advisory since 2019. With nearly 20 years of dedicated service in the financial ...Read More

Adam Bennett <small>Financial Adviser</small>

Adam Bennett Financial Adviser

ADFP, AFP

Adam is a Financial Adviser at Oracle Newcastle. He has been a seasoned Financial Adviser at Oracle Advisory since 2019. With nearly 20 years of dedicated service in the financial services industry, Adam has consistently demonstrated his expertise and commitment to his clients. His journey as a trusted financial adviser began in 2010, and since then, he has garnered a reputation as a highly regarded professional in his field.

Adam has extensive experience in areas including Life and Disability insurance, SMSF’s and superannuation retirement planning, wealth creation advice, as well as debt reduction and cashflow management strategies. His experience equips him to provide tailored solutions that address the unique needs and aspirations of his clients.

Clients commend Adam not only for his depth of knowledge but also for his exceptional communication skills. He possesses a remarkable ability to truly understand their needs and concerns, fostering trust and confidence in every interaction.

Beyond his professional endeavours, Adam finds fulfilment in family time and maintaining an active lifestyle. Whether he's enjoying quality moments with his loved ones or engaging in physical activities and sports, Adam values balance and well-being outside the office.

Authorized Representative 364366

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

Christian O’Connor Financial Adviser

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 Adviser</small>

Christian O’Connor Financial Adviser

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

Dean Tuckerman <small>Senior Financial Adviser & Operations Manager</small>

Dean Tuckerman Senior Financial Adviser & Operations Manager

BCom

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

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

Dean e...Read More

Dean Tuckerman <small>Senior Financial Adviser & Operations Manager</small>

Dean Tuckerman Senior Financial Adviser & Operations Manager

BCom

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

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

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

Authorised Representative 259197

 

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

Samantha Livingstone-Foggo Compliance Manager

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

Sam is the Compliance Manager for Oracle Advisory Group. She has been in financial services since 2006 when she started with ABN AMRO Morgans (currently Morgans Financial Limited),...Read More

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

Samantha Livingstone-Foggo Compliance Manager

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

Sam is the Compliance Manager for Oracle Advisory Group. She has been in financial services since 2006 when she started with ABN AMRO Morgans (currently Morgans Financial Limited), undertaking roles beginning with reception, moving on to Administration Assistant to the Managing Director and later adding compliance and paraplanning activities.

At Oracle, Sam covers compliance and regulatory aspects of advice and implementation, as well as assists with policy and Licensee functions. Her passion, tenacity and drive for the role enable the Advice team to deliver timely and valued advice.

Sam holds a Bachelor’s Degree of Business (Management / Marketing), Graduate Diploma of Financial Planning and a Certificate III in Business Administration.

Outside work, Sam enjoys spending time with her family and friends, and playing rugby union.

Authorised Representative 1269452 | Client Administration & Compliance

George Wardi <small>Paraplanner</small>

George Wardi Paraplanner

DipFP AdFP GradDipFinPlan

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

George Wardi <small>Paraplanner</small>

George Wardi Paraplanner

DipFP AdFP GradDipFinPlan

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

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

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

Jeni Nixon <small>Finance Department</small>

Jeni Nixon Finance Department

Jeni is a dedicated and detail-orientated bookkeeper who works closely with the Managing Director within the Finance Department at Oracle. Her duties are wide and also include liai...Read More

Jeni Nixon <small>Finance Department</small>

Jeni Nixon Finance Department

Jeni is a dedicated and detail-orientated bookkeeper who works closely with the Managing Director within the Finance Department at Oracle. Her duties are wide and also include liaising with our growing branch network. She brings a wealth of experience to the Oracle team, having worked in the finance industry since 1991. During this time, Jeni has worked in broker support, deceased estates, fixed interest, and client administration, as well as working as an office manager.

Jeni currently focuses on Managed Fund Administration as well as supporting the Finance Team at Oracle.

Outside of work, Jeni enjoys being outdoors with nature and one of her favourite hikes is through Glenrock Reserve and along the beach to Merewether Baths.

Natalie Attard <small>Revenue, Platform Officer & Bookkeeper</small>

Natalie Attard Revenue, Platform Officer & Bookkeeper

Natalie Attard is a Revenue, Platform Officer and Accounting Bookkeeper at Oracle Newcastle.

Natalie has 30 years of experience in the financial services industry. Her previous ...Read More

Natalie Attard <small>Revenue, Platform Officer & Bookkeeper</small>

Natalie Attard Revenue, Platform Officer & Bookkeeper

Natalie Attard is a Revenue, Platform Officer and Accounting Bookkeeper at Oracle Newcastle.

Natalie has 30 years of experience in the financial services industry. Her previous role at a financial advisory firm included Branch Financial Controller, Client Services Officer and Personal Assistant to Senior Director.

She has a Certificate IV in Accounting (Bookkeeping) and an Advanced Certificate in Administration.

Outside work, Natalie enjoys spending time with her husband and 3 boys.

Simone Richards <small>Financial Planning & Accounting Support Officer</small>

Simone Richards Financial Planning & Accounting Support Officer

Simone is the Financial Planning Support Officer at Oracle Newcastle. She has over 10 years of experience in the Financial Planning industry.

Simone assists the Accounting &...Read More

Simone Richards <small>Financial Planning & Accounting Support Officer</small>

Simone Richards Financial Planning & Accounting Support Officer

Simone is the Financial Planning Support Officer at Oracle Newcastle. She has over 10 years of experience in the Financial Planning industry.

Simone assists the Accounting & financial planning teams in client administration and managed fund administration and deceased estates. Simone is passionate about her role in providing support to develop and implement strategies to achieve client’s goals.

Outside of work, Simone enjoys spending time with her family, watching her adult children play soccer, catching up with friends and loves to travel to Bali at least once a year with her husband.

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

Kristinn Egan Financial Planning Support Officer

Kristinn Egan Financial Planning Support Officer at Oracle Nelson Bay. She has been working in the financial planning industry for 20 years.

Kristinn enjoys working alongside ad...Read More

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

Kristinn Egan Financial Planning Support Officer

Kristinn Egan Financial Planning Support Officer at Oracle Nelson Bay. She has been working in the financial planning industry for 20 years.

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

Outside work, Kristinn is heavily involved in Surf Life Saving and spends the summer months travelling up and down the East Coast of Australia with her girls attending carnivals. The Winter months are spent with the family supporting the Newcastle Northstars in the Australian Ice Hockey League.

Troy Eichner <small>Financial Planning Support Officer</small>

Troy Eichner Financial Planning Support Officer

BCom

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

Troy is a recent graduate with a Bachelor of Commerce from the University of Newcastle and has over...Read More

Troy Eichner <small>Financial Planning Support Officer</small>

Troy Eichner Financial Planning Support Officer

BCom

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

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

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

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

 

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

Bridget Hook Human Resources Manager

DipHRM

Bridget Hook is the Human Resources Manager of Oracle at the Newcastle office. Bridget holds a Diploma in Human Resources Management.

Bridget's role involves organising recruitm...Read More

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

Bridget Hook Human Resources Manager

DipHRM

Bridget Hook is the Human Resources Manager of Oracle at the Newcastle office. Bridget holds a Diploma in Human Resources Management.

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

Outside work, Bridget enjoys Pilates, going to the beach and spending time with her family.

Dean Short <small>Financial Adviser</small>

Dean Short Financial Adviser

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 Adviser</small>

Dean Short Financial Adviser

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 Adviser</small>

Ewan Henderson Financial Adviser

DipFS(FP)

Ewan Henderson is a Financial Adviser at Oracle Parramatta. He has been in the financial services industry for over 15 years, specialising in Financial Planning for the past 10 yea...Read More

Ewan Henderson <small>Financial Adviser</small>

Ewan Henderson Financial Adviser

DipFS(FP)

Ewan Henderson is a Financial Adviser at Oracle Parramatta. He 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.”

Outside work, Ewan has a young family and weekends are spent at his children’s sports, going to Parks, Playgrounds, Pools and Beaches. Ewan is an NRL fan and has season tickets to all Parramatta Eels home games where he tries to attend as many as possible.

Authorised Representative 1240484

Ramiz Mohaia <small>Financial Adviser</small>

Ramiz Mohaia Financial Adviser

BCom, M.Com(FP)

Ramiz Mohaia is a Financial Adviser at Oracle Parramatta. He has been working in the financial planning industry since 2012.

Ramiz’s journey in finance began with a strong aca...Read More

Ramiz Mohaia <small>Financial Adviser</small>

Ramiz Mohaia Financial Adviser

BCom, M.Com(FP)

Ramiz Mohaia is a Financial Adviser at Oracle Parramatta. He has been working in the financial planning industry since 2012.

Ramiz’s journey in finance began with a strong academic background, earning his Master’s degree in financial planning from Western Sydney University. Since then, he has continually honed his skills and knowledge through ongoing education and professional development, staying abreast of the latest trends and strategies in the ever-evolving financial landscape.

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. His motto is "Planning today for a prosperous tomorrow."

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

Authorised Representative 1261331

Mo Shouman <small>Financial Adviser</small>

Mo Shouman Financial Adviser

MFin BFin Adv Dip FP

Mo Shouman is a Financial Adviser at Oracle Parramatta. He has over 18 years' experience working as a Financial Planner.

Mo specialises in wealth accumulation, retirement planni...Read More

Mo Shouman <small>Financial Adviser</small>

Mo Shouman Financial Adviser

MFin BFin Adv Dip FP

Mo Shouman is a Financial Adviser at Oracle Parramatta. He has over 18 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.

Outside work, Mo loves spending time with his family in all sort of roles; Chef, play mate, driver, coach or a shoulder to cry on.

Authorised Representative 1247597

Munadir Khan <small>Financial Adviser</small>

Munadir Khan Financial Adviser

BComm DipFS GradDipFinPlan

Munadir is a Financial Adviser at Oracle Parramatta. He has been in the financial services industry for over 10 years. He holds a Bachelor of Commerce Degree from the University of...Read More

Munadir Khan <small>Financial Adviser</small>

Munadir Khan Financial Adviser

BComm DipFS GradDipFinPlan

Munadir is a Financial Adviser at Oracle Parramatta. He has been in the financial services industry for over 10 years. He holds a Bachelor of Commerce Degree from the University of Wollongong, a Diploma in Financial Planning and has completed his postgraduate studies in Financial Planning with Kaplan Professional and hold a Graduate Diploma in Financial Planning
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 their 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 1250591

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

Sarah Moubarak Client Services Team Manager

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

Sarah has been worki...Read More

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

Sarah Moubarak Client Services Team Manager

Sarah Moubarak 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 advice industry for over 10 years and she has a wealth of knowledge when supporting Financial Advisers.

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

Outside work, Sarah likes to spend time with her husband Tony, fur baby biggie, family and friends. She also enjoys taking off on weekend trips and holidaying overseas.

Andrew Pfumojena <small>Financial Adviser</small>

Andrew Pfumojena Financial Adviser

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 Adviser</small>

Andrew Pfumojena Financial Adviser

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.

Outside of work, Andrew enjoys gardening, hiking and watching Rugby.

Authorised Representative 318370

Robert Galante <small>Financial Adviser</small>

Robert Galante Financial Adviser

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 Adviser</small>

Robert Galante Financial Adviser

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>Insurance Manager</small>

Tim Hayes Insurance Manager

B.Ec

Timothy Hayes is an Insurance Manager at Oracle Advisory Group. He has over 7 years of experience in the financial planning industry.

Tim brings experience and enthusiasm in hel...Read More

Tim Hayes <small>Insurance Manager</small>

Tim Hayes Insurance Manager

B.Ec

Timothy Hayes is an Insurance Manager at Oracle Advisory Group. He has over 7 years of experience in the financial planning industry.

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

Outside work, Tim enjoys hiking and is on a journey to cook the ultimate Portuguese tart.

Kim Sindel <small>Financial Adviser</small>

Kim Sindel Financial Adviser

GradCertFP

Kim Sindel is a Senior Financial Adviser at Oracle Erina. She brings a wealth of experience to Oracle with over 35 years in the financial services industry.

Kim has experience p...Read More

Kim Sindel <small>Financial Adviser</small>

Kim Sindel Financial Adviser

GradCertFP

Kim Sindel is a Senior Financial Adviser at Oracle Erina. She brings a wealth of experience to Oracle with over 35 years in the financial services industry.

Kim has experience providing financial advice to both business and personal clients.

Outside work, Kim is involved in the Community through her local Lions Club and enjoys weekends away and hanging out with family and friends. She is a mad Scrabble player and tries to crack Wordle each day. Has 2 left feet but surprisingly has Rock n Roll dancing lessons.

Authorised Representative 396521

Campbell Knox <small>Financial Adviser</small>

Campbell Knox Financial Adviser

GradDipFP, GradCertAppFinInv, BBusMgt

Campbell Knox is a Financial Adviser at Oracle Wagga Wagga. He has been in the financial services industry since 1985, and a qualified Financial Adviser since 2005.

Campbell has...Read More

Campbell Knox <small>Financial Adviser</small>

Campbell Knox Financial Adviser

GradDipFP, GradCertAppFinInv, BBusMgt

Campbell Knox is a Financial Adviser at Oracle Wagga Wagga. He has been in the financial services industry since 1985, and a qualified Financial Adviser since 2005.

Campbell has a genuine passion for assisting individuals and families, and works to achieve a full understanding of his clients’ financial needs and goals. He establishes a strong working relationship with all of his clients, and uses strategic thinking to find the solutions that best fit their situation. Campbell will develop a personalized strategy to achieve each client’s preferred lifestyle outcomes, by offering an holistic approach to wealth creation, mortgage reduction, cashflow management and retirement strategies.

Outside work, Campbell enjoys his garden, and spending time with his family.

Authorised Representative 303067

Alvin Wong <small>Financial Adviser</small>

Alvin Wong Financial Adviser

AdvDipFP, BEng, BComm

Alvin is a Financial Adviser at Oracle Brisbane office. He has had a robust background in financial advice since 2008.

Alvin brings a wealth of knowledge to guide clients throug...Read More

Alvin Wong <small>Financial Adviser</small>

Alvin Wong Financial Adviser

AdvDipFP, BEng, BComm

Alvin is a Financial Adviser at Oracle Brisbane office. He has had a robust background in financial advice since 2008.

Alvin brings a wealth of knowledge to guide clients through the complexities of today’s financial landscape. He has helped guide clients through economic storms, navigate market fluctuations and successfully guided clients towards their financial goals.

Alvin holds a Bachelor or Commerce, Bachelor of Engineering and Advanced Diploma of Financial Services.

Outside work, Alvin enjoys staying active by playing social touch football and basketball with his two boys. He also has a passion for travel and exploring other cultures.

Authorised Representative 316313

John Robertson <small>Financial Adviser</small>

John Robertson Financial Adviser

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 Adviser</small>

John Robertson Financial Adviser

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 Adviser</small>

Steven Field Financial Adviser

AdvDipFP

Steven is a Financial Adviser at Oracle Erina. He has been working in the financial services industry for over 35 years, specialising in Financial Planning for the past 24 years.
...Read More

Steven Field <small>Financial Adviser</small>

Steven Field Financial Adviser

AdvDipFP

Steven is a Financial Adviser at Oracle Erina. He has been working 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 clients realise their financial and lifestyle goals.

Outside work, Steven loves cycling, weekends away and spending quality time with his young family.

Authorised Representative 248219

Steven Baker <small>Financial Adviser</small>

Steven Baker Financial Adviser

CFP®, DFP

Steve Baker is a Financial Adviser at Oracle Brisbane. Previous to financial planning, Steve had a 13-year career with the ANZ Bank, which included branch management, and business ...Read More

Steven Baker <small>Financial Adviser</small>

Steven Baker Financial Adviser

CFP®, DFP

Steve Baker is a Financial Adviser at Oracle Brisbane. Previous to financial planning, Steve had a 13-year career with the ANZ Bank, which included branch management, and business and personal lending. Steve has over 25 years of experience as a Financial Adviser.

Steve 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, SMSFs, wealth accumulation, retirement planning and personal insurance.

Outside work, Steve enjoys landscape photography, local and military history, and bike riding.

Authorised Representative 1262540

Jacinta Pane <small>Marketing Manager</small>

Jacinta Pane Marketing Manager

DipMktgComm, BA(GraphDesign)

Jacinta works as the Marketing Manager at Oracle, where she utilises her vast experience in the fields of marketing and graphic design.

She holds a Bachelor's degree in Grap...Read More

Jacinta Pane <small>Marketing Manager</small>

Jacinta Pane Marketing Manager

DipMktgComm, BA(GraphDesign)

Jacinta works as the Marketing Manager at Oracle, where she utilises her vast experience in the fields of marketing and graphic design.

She holds a Bachelor's degree in Graphic Design and a Diploma in Marketing & Communication.

Jacinta has practical experience in developing marketing strategies, which have contributed towards business growth.

Outside of work, she enjoys spending time with her daughter and husband and watching a variety of sports including AFL, Cricket and Netball.

Warren Fischer <small>Financial Adviser</small>

Warren Fischer Financial Adviser

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 Adviser</small>

Warren Fischer Financial Adviser

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

Matthew Suters <small>Financial Adviser</small>

Matthew Suters Financial Adviser

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 Adviser</small>

Matthew Suters Financial Adviser

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

Sally Berthelsen <small>SMSF Administrator</small>

Sally Berthelsen SMSF Administrator

BBus(BankingFinAcctg), GradDipCA

Sally Berthelsen is the SMSF Administrator at Oracle. She has been working in the accounting industry since 2002.

As a Chartered Accountant and SMSF Specialist, Sally enjoys hel...Read More

Sally Berthelsen <small>SMSF Administrator</small>

Sally Berthelsen SMSF Administrator

BBus(BankingFinAcctg), GradDipCA

Sally Berthelsen is the SMSF Administrator at Oracle. She has been working in the accounting industry since 2002.

As a Chartered Accountant and SMSF Specialist, Sally 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.

Outside work, Sally enjoys making music in a community band and spending time with close friends and family.

Chris Payne <small>Financial Adviser</small>

Chris Payne Financial Adviser

BBus, GradDipFinPlan

Chris Payne joined Bendigo's Oracle Advisory Group as Senior Financial Adviser in 2021. He is well known for providing high-quality financial advice that puts his client's best int...Read More

Chris Payne <small>Financial Adviser</small>

Chris Payne Financial Adviser

BBus, GradDipFinPlan

Chris Payne joined Bendigo's Oracle Advisory Group as Senior Financial Adviser in 2021. He is well known for providing high-quality financial advice that puts his client's best interests first.

Chris has been working in banking and financial services since 2015. He gained his Bachelor of Business from La Trobe University and is currently pursuing his Master of Financial Planning and Certified Financial Planner accreditations.

Chris is dedicated to helping his clients achieve their long-term retirement and lifestyle goals by building strong and lasting relationships with them. Assisting clients to achieve financial stability and security is a truly fulfilling experience for him, as he knows the positive impact it can have on their lives.

Outside work, he loves hanging out with his family, going to musicals and concerts with his wife, and sipping on a nice glass of red wine every now and then.

Authorised representative no. 1259433

Lorelle Price <small>Financial Adviser</small>

Lorelle Price Financial Adviser

BBus AdvDipFinSer CFP®

Lorelle is a Financial Adviser at Oracle Bendigo. She has over 20 years’ experience in the financial planning industry, and she joined Oracle in 2022.

Lorelle holds a Bachelor...Read More

Lorelle Price <small>Financial Adviser</small>

Lorelle Price Financial Adviser

BBus AdvDipFinSer CFP®

Lorelle is a Financial Adviser at Oracle Bendigo. She 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.

Outside of work, Lorelle enjoys spending time with her gorgeous granddaughter and her extended family. Lorelle enjoys watching her children play sports and being part of a community sporting club. Lorelle also enjoys bingeing true crime dramas on Netflix or other platforms.

Authorised Representative 1002923

Phil Jones <small>Financial Adviser</small>

Phil Jones Financial Adviser

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 Adviser</small>

Phil Jones Financial Adviser

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.

Authorised Representative 450255

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

Carolyn Carr Financial Planning Support Officer

Carolyn is a Financial Planning Support Officer at Oracle Erina. She has worked in the financial services industry for over 25 years.

Carolyn works closely with the Financial Ad...Read More

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

Carolyn Carr Financial Planning Support Officer

Carolyn is a Financial Planning Support Officer at Oracle Erina. She has worked in the financial services industry for over 25 years.

Carolyn works closely with the Financial Adviser to provide administrative support and she enjoys dealing with the clients and assisting them with their enquiries on a day-to-day basis.

Outside work, Carolyn enjoys spending quality time with family and friends, bushwalking, travelling and live music.

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

Staytira Soni Financial Planning Support Officer

Staytira is a Financial Planning Support Officer at Oracle Brisbane. She has worked in the financial services industry for over 25 years, working across both the Banking and Financ...Read More

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

Staytira Soni Financial Planning Support Officer

Staytira is a Financial Planning Support Officer at Oracle Brisbane. She has worked in the financial services industry for over 25 years, working across both the Banking and Financial Planning industry.

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

As a Support Officer, Staytira works closely with the advisers and assists them in working towards reaching their client's financial objectives.

Outside of work, Staytira enjoys reading science fiction novels and pottering in her veggie garden. She also relishes pampering her grandson and baking his favourite chocolate brownies!

Vukasin Stjepovic <small>Financial Adviser</small>

Vukasin Stjepovic Financial Adviser

BBus GradDipFP SSA™CFP®

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

Vukasin is a Certified Financial Planner, S...Read More

Vukasin Stjepovic <small>Financial Adviser</small>

Vukasin Stjepovic Financial Adviser

BBus GradDipFP SSA™CFP®

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

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

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

Authorised Representative 1238427

David Nimmo <small>Financial Adviser</small>

David Nimmo Financial Adviser

Dip FP

David is a Financial Adviser working from our Oracle North Sydney Office. For over 25 years, David has been helping clients take positive steps towards creating a successful financ...Read More

David Nimmo <small>Financial Adviser</small>

David Nimmo Financial Adviser

Dip FP

David is a Financial Adviser working from our Oracle North Sydney Office. For over 25 years, David has been helping clients take positive steps towards creating a successful financial future.

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

Outside work, David enjoys regularly going to the gym and playing golf with friends.

Authorised Representative 246089

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

Jovan Muliady Financial Planning Support Officer

BL&Bus & Com

Jovan Muliady is a Financial Planning Support Officer at Oracle Parramatta. Before Oracle, Jovan worked as a client management specialist in an international Forex and CFD Brokerag...Read More

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

Jovan Muliady Financial Planning Support Officer

BL&Bus & Com

Jovan Muliady is a Financial Planning Support Officer at Oracle Parramatta. Before Oracle, Jovan worked as a client management specialist in an international Forex and CFD Brokerage firm.

Jovan holds a Bachelor of Law / Business & Commerce. He enjoys working with Advisers to ensure that our client's financial strategies are achieved and delivered promptly.

Outside work, Jovan has a passion for skiing. Together with his older brother, he hopes to try out all the best ski resorts around the globe.

Dean Tipping <small>Financial Adviser</small>

Dean Tipping Financial Adviser

BBus(Acc) DipFP

Dean is a Financial Adviser at Oracle Rockhampton. He has a wealth of knowledge and experience having worked over thirty years as an Accountant and Financial Advisor.

Dean holds...Read More

Dean Tipping <small>Financial Adviser</small>

Dean Tipping Financial Adviser

BBus(Acc) DipFP

Dean is a Financial Adviser at Oracle Rockhampton. He has a wealth of knowledge and experience having worked over thirty years as an Accountant and Financial Advisor.

Dean holds a Bachelor of Business (Accounting), and 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 plan for their future.

Outside of work, he supports the Western Bulldogs in the AFL and enjoys chasing barramundi, keeping fit and Test cricket.

Authorised Representative 1253857

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

Kerri King Financial Planning 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 Planning Support Officer</small>

Kerri King Financial Planning 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.

John Morello <small>Financial Adviser</small>

John Morello Financial Adviser

CFP® DipFP

John is a Financial Adviser at Oracle Nelson Bay. He is an established and well-regarded financial planner who has been advising clients for over 40 years.

John is a trusted adv...Read More

John Morello <small>Financial Adviser</small>

John Morello Financial Adviser

CFP® DipFP

John is a Financial Adviser at Oracle Nelson Bay. He is an established and well-regarded financial planner who has been advising clients for over 40 years.

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

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

Outside work, John is a keen surfer, water skier, jet ski riding and an avid snow skier and enjoys spending time with his family and friends.

Authorised Representative 246078

Trent Shanahan <small>Financial Adviser</small>

Trent Shanahan Financial Adviser

CFP®, B.Fin, Adv.Dip.FS (FP)

Trent Shanahan is a Financial Adviser at Oracle Nelson Bay. He has 20 years of experience working in the financial services industry, has held various leadership positions, and ove...Read More

Trent Shanahan <small>Financial Adviser</small>

Trent Shanahan Financial Adviser

CFP®, B.Fin, Adv.Dip.FS (FP)

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

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

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

Authorised Representative 1270301

Karen Bufi <small>Financial Planning Support Officer</small>

Karen Bufi Financial Planning Support Officer

Karen Bufi is the Financial Planning Support Officer at Oracle Nelson Bay. She has over 30 years of experience in the administration, the financial services industry & customer...Read More

Karen Bufi <small>Financial Planning Support Officer</small>

Karen Bufi Financial Planning Support Officer

Karen Bufi is the Financial Planning Support Officer at Oracle Nelson Bay. She has over 30 years of experience in the administration, the financial services industry & customer service industry.

Karen assists Financial Advisers in client administration. Karen is passionate about her role in providing support to clients and helping them achieve their individual goals. Karen prides herself in building strong relationships with advisors and clients.

Outside work, Karen enjoys spending time with her husband, family & friends, going to the beach, walking and dining out.

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 Adviser</small>

Jannette Moseley Financial Adviser

AFP® AdvDipFp (FS) FChFP

Jannette Moseley is a Financial Adviser at Oracle Wagga Wagga. She has worked in the Financial Planning industry since 2005 and has worked with a diverse range of clients and situa...Read More

Jannette Moseley <small>Financial Adviser</small>

Jannette Moseley Financial Adviser

AFP® AdvDipFp (FS) FChFP

Jannette Moseley is a Financial Adviser at Oracle Wagga Wagga. She has worked in the Financial Planning industry since 2005 and has worked with a diverse range of clients and situations and enjoys working inclusively to achieve her clients’ goals.

Jannette always works in the best interests of her clients and keeps her professional skills up to date to deliver strategies that work. She also enjoys the technical side of the role as an adviser and applying these skills to her clients’ portfolios.

Outside work, Jannette enjoys gardening on her property, reading, and fine wines. She also enjoys catching up with her grandsons in Sydney when she has the chance.

Authorised Representative 278001

Leonie Asani <small>Financial Adviser</small>

Leonie Asani Financial Adviser

MFinPlan, GradDipFP, AdvDipFS, DipFS

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

Leonie has knowledge and experience to pr...Read More

Leonie Asani <small>Financial Adviser</small>

Leonie Asani Financial Adviser

MFinPlan, GradDipFP, AdvDipFS, DipFS

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

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

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

Authorised Representative 469427

Adam Cameron <small>Financial Adviser</small>

Adam Cameron Financial Adviser

GradDipFinPlan

Adam Cameron is a Financial Adviser at Oracle Wagga Wagga, he has over 8 years of experience in the Financial Planning industry and has worked in a wide range of roles throughout h...Read More

Adam Cameron <small>Financial Adviser</small>

Adam Cameron Financial Adviser

GradDipFinPlan

Adam Cameron is a Financial Adviser at Oracle Wagga Wagga, he has over 8 years of experience in the Financial Planning industry and has worked in a wide range of roles throughout his career.

Adam prioritises his clients' goals and objectives and develops strategies that can help them achieve the best financial outcomes while reducing their stress and increasing enjoyment in life.

Adam holds a Graduate Diploma in Financial Planning and a Diploma in Accounting.

Outside of work, Adam enjoys maintaining an active lifestyle and spending quality time with his friends and family.

Authorised Representative 1301539

Rodney Yates <small>Associate Financial Adviser</small>

Rodney Yates Associate Financial Adviser

Grad Dip FP, Dip FP

Rodney Yates is an Associate Financial Adviser at Oracle Taree.

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

Rodney Yates <small>Associate Financial Adviser</small>

Rodney Yates Associate Financial Adviser

Grad Dip FP, Dip FP

Rodney Yates is an Associate Financial Adviser at Oracle Taree.

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

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

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

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

Anne Harvey <small>Financial Planning Support Officer</small>

Anne Harvey Financial Planning Support Officer

Anne Harvey is a Financial Planning Support Officer at Oracle Melbourne. She has worked in financial services for over 20 years, both in Australia and the UK.

Anne enjoys suppor...Read More

Anne Harvey <small>Financial Planning Support Officer</small>

Anne Harvey Financial Planning Support Officer

Anne Harvey is a Financial Planning Support Officer at Oracle Melbourne. She has worked in financial services for over 20 years, both in Australia and the UK.

Anne enjoys supporting Advisers in assisting them to achieve the clients’ financial goals and she prides herself in building strong relationships with both the advisers and with our clients.

Outside work, Anne likes spending time walking with her husband and 2 carvoodles – Lester and Kady. She enjoys watching movies with her family.

Dianne Betts <small>Financial Planning Support Officer</small>

Dianne Betts Financial Planning Support Officer

Dianne is a Financial Planning Support Officer at Oracle Taree. She is relatively new to the finance industry after a long career in real estate.

Dianne is passionate about her ...Read More

Dianne Betts <small>Financial Planning Support Officer</small>

Dianne Betts Financial Planning Support Officer

Dianne is a Financial Planning Support Officer at Oracle Taree. She is relatively new to the finance industry after a long career in real estate.

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

Outside of work, Dianne enjoys spending time with her family and friends, travelling, reading and watching a good movie!

 

Sandra Lockwood <small>Financial Planning Support Officer</small>

Sandra Lockwood Financial Planning Support Officer

DipFP, AdvDipFP

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

Sandra has experience and knowledge of the financial ...Read More

Sandra Lockwood <small>Financial Planning Support Officer</small>

Sandra Lockwood Financial Planning Support Officer

DipFP, AdvDipFP

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

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

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

Andrea Goria <small>Financial Planning Support Officer</small>

Andrea Goria Financial Planning Support Officer

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

Andrea enjoys working closely with Financia...Read More

Andrea Goria <small>Financial Planning Support Officer</small>

Andrea Goria Financial Planning Support Officer

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

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

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

Julie Shearer <small>Compliance Audit Officer</small>

Julie Shearer Compliance Audit Officer

AdvDipFS (FP)

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

Julie Shearer <small>Compliance Audit Officer</small>

Julie Shearer Compliance Audit Officer

AdvDipFS (FP)

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

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

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

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

 

Danna Seinor <small>Administration Assistant</small>

Danna Seinor Administration Assistant

BA, CertIVSmallBusMgt

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

Danna has administr...Read More

Danna Seinor <small>Administration Assistant</small>

Danna Seinor Administration Assistant

BA, CertIVSmallBusMgt

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

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

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

Panta Arya <small>Financial Planning Support Officer</small>

Panta Arya Financial Planning Support Officer

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

Pant...Read More

Panta Arya <small>Financial Planning Support Officer</small>

Panta Arya Financial Planning Support Officer

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

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

Outside of work, I enjoy spending quality time with family & friends. I have a passion for exploring the culinary world, particularly fine dining experiences.

Destiny Martin <small>Financial Planning Support Officer</small>

Destiny Martin Financial Planning Support Officer

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

Destiny enjoys supporting Financial A...Read More

Destiny Martin <small>Financial Planning Support Officer</small>

Destiny Martin Financial Planning Support Officer

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

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

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

Albert Evans <small>Financial Adviser</small>

Albert Evans Financial Adviser

B.IntFin, AdvDipFP

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

Albert commenced working in the financial services industry in 2004, initially work...Read More

Albert Evans <small>Financial Adviser</small>

Albert Evans Financial Adviser

B.IntFin, AdvDipFP

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

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

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

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

Outside work, Albert enjoys camping and spending time with his family.

Authorised Representative 334102

Rebecca Fairburn <small>Receptionist</small>

Rebecca Fairburn Receptionist

Rebecca Fairburn is the Receptionist at the Oracle Newcastle office, she is the friendly face that greets you at reception.

Rebecca has over 10 years of experience in customer s...Read More

Rebecca Fairburn <small>Receptionist</small>

Rebecca Fairburn Receptionist

Rebecca Fairburn is the Receptionist at the Oracle Newcastle office, she is the friendly face that greets you at reception.

Rebecca has over 10 years of experience in customer service focused industries.

Outside of work, Rebecca loves spending time with her family and friends in her spare time.

Enquire today to see how Oracle can assist you!
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