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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

Stuart Hamilton <small>Financial Advisor</small>

Stuart Hamilton Financial Advisor

MBA (Fin), AdvDipFS(FP)

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 hel...Read More

Stuart Hamilton <small>Financial Advisor</small>

Stuart Hamilton Financial Advisor

MBA (Fin), AdvDipFS(FP)

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.

Authorised Representative 1238953 | Credit Representative 411594

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), DipFS(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), DipFS(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), Diploma of Financial Planning and a Certificate III in Business Administration. Her passion, tenacity and drive for the role enable the Advice team to deliver timely and valued advice.

Authorised Representative 1269452 | Client Administration & Compliance

Jeni Nixon <small>Accounts & Client Administration</small>

Jeni Nixon Accounts & Client Administration

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>Accounts & Client Administration</small>

Jeni Nixon Accounts & Client Administration

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>Paraplanner</small>

Jillian Stothers Paraplanner

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 Ad...Read More

Jillian Stothers <small>Paraplanner</small>

Jillian Stothers Paraplanner

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 Janevski <small>Advisor Assistant</small>

Natasha Janevski Advisor Assistant

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.

Natasha Janevski <small>Advisor Assistant</small>

Natasha Janevski Advisor Assistant

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 Williams <small>Advisor Assistant</small>

Bridget Williams Advisor Assistant

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

Bridget Williams <small>Advisor Assistant</small>

Bridget Williams Advisor Assistant

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

Sandi McNamara <small>General Manager, Sydney</small>

Sandi McNamara General Manager, Sydney

Sandi is industry Tier 1 RG146 Qualified and is an integral part of the Oracle team as the General Manager across Sydney, Brisbane & Melbourne. As a Senior Manager, Sandi is in...Read More

Sandi McNamara <small>General Manager, Sydney</small>

Sandi McNamara General Manager, Sydney

Sandi is industry Tier 1 RG146 Qualified and is an integral part of the Oracle team as the General Manager across Sydney, Brisbane & Melbourne. As a Senior Manager, Sandi is involved across many facets, her role sees her lead all areas of the business by ensuring business goals, processes & team cohesion are being met along with checking the Australian Financial Services License is compliant and ASIC regulated.

With over 15 years’ experience in the financial services industry, from Senior Management in a top tier bank, to compliance and auditing for an Australian Financial Services Licensee, Sandi has developed an in-depth knowledge of the Financial Planning steps along with a genuine passion towards ensuring her clients and staff are dealt with in a friendly and ethical way. Sandi is currently completing her Cert IV in Financial Services (Mortgage Broking). Outside of work, she resides in the beautiful NSW Blue Mountains, enjoys walks with her rescue dog and dabbles in the art of all natural soap making.

 

Julio Reyes <small>Review Coordinator</small>

Julio Reyes Review Coordinator

BCom, BSc

Julio has been with Oracle since 2016, and is currently part of our finance team, assisting with administration. He holds a bachelor’s Degree in commerce, majoring in Accounting,...Read More

Julio Reyes <small>Review Coordinator</small>

Julio Reyes Review Coordinator

BCom, BSc

Julio has been with Oracle since 2016, and is currently part of our finance team, assisting with administration. He holds a bachelor’s Degree in commerce, majoring in Accounting, as well as a Bachelor Degree in Science. Moving into the financial sector more than 20 years ago. Julio is very passionate about helping others and constantly strives to assist our clients with the full range of financial benefits Oracle has to offer.

Sarah Parkes <small>Advisor Assistant</small>

Sarah Parkes Advisor Assistant

Sarah works closely with the Senior Financial Advisors to ensure all business lodgements and administration tasks are completed in a timely and efficient manner. She has a friendly...Read More

Sarah Parkes <small>Advisor Assistant</small>

Sarah Parkes Advisor Assistant

Sarah works closely with the Senior Financial Advisors to ensure all business lodgements and administration tasks are completed in a timely and efficient manner. She has a friendly and happy personality and has a genuine passion when dealing with clients.

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.

Vitia Mansfeld <small>Advisor Assistant</small>

Vitia Mansfeld Advisor Assistant

Vitia brings a wealth of experience with over 3 years experience working in the finance industry.

She is currently studying a Bachelor of Commerce majoring in Financial Planning...Read More

Vitia Mansfeld <small>Advisor Assistant</small>

Vitia Mansfeld Advisor Assistant

Vitia brings a wealth of experience with over 3 years experience working in the finance industry.

She is currently studying a Bachelor of Commerce majoring in Financial Planning and she is hoping to one day become an professional Financial Adviser.

Jacinta Pane <small>Marketing Coordinator</small>

Jacinta Pane Marketing Coordinator

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 Coordinator</small>

Jacinta Pane Marketing Coordinator

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.

Kristie Keenan <small>Paraplanner</small>

Kristie Keenan Paraplanner

Kristie has been working in the Financial Services industry for over 15 years. Kristie started out in Banking, working as a Planner Assistant, but has spent the majority of her tim...Read More

Kristie Keenan <small>Paraplanner</small>

Kristie Keenan Paraplanner

Kristie has been working in the Financial Services industry for over 15 years. Kristie started out in Banking, working as a Planner Assistant, but has spent the majority of her time in Financial Planning, working as a Paraplanner. She enjoys working with Advisers, putting together advice documents for clients to assist them in meeting their goals.

Sarah Stothers <small>Operations Management & Client Services</small>

Sarah Stothers Operations Management & Client Services

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 Management & Client Services</small>

Sarah Stothers Operations Management & Client Services

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

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.

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

Jaklyn Stephan <small>Financial Advisor</small>

Jaklyn Stephan Financial Advisor

DipFP, BPsychSc

Jakyln has worked in the financial services industry since 2010. She prefers to take a behavioural approach when liaising with clients to consider, analyse and determine their true...Read More

Jaklyn Stephan <small>Financial Advisor</small>

Jaklyn Stephan Financial Advisor

DipFP, BPsychSc

Jakyln has worked in the financial services industry since 2010. She prefers to take a behavioural approach when liaising with clients to consider, analyse and determine their true goals and motivations.

Jakyln looks forward to building relationships with clients and developing her strategic knowledge, so she can continue to provide excellent service moving forward.

Authorised Representative 1268597

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

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.

Paul Bridges <small>Lending Operations Manager</small>

Paul Bridges Lending Operations Manager

Dip FS FMBM

Entering the Financial Services industry in his native UK in 2000, his qualifications include a Diploma of Finance and Mortgage Broking Management and Certificate in Mortgage Advic...Read More

Paul Bridges <small>Lending Operations Manager</small>

Paul Bridges Lending Operations Manager

Dip FS FMBM

Entering the Financial Services industry in his native UK in 2000, his qualifications include a Diploma of Finance and Mortgage Broking Management and Certificate in Mortgage Advice and Practice, levels 1, 2 & 3. He is also an MFAA approved Self-Managed Super Fund Credit Advisor. His previous roles include Business Development and Relationship Management.

Paul’s passions include assisting all Australians achieve their financial goals, by being customer focussed and solutions driven and having fun along the way. He loves spending time with his family, coaching at his local soccer club, attempting to be a handyman and travelling.

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.

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

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