Dean Short DFP
Authorised Representative 1000769
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.
Ewan Henderson DipFS(FP)
Authorised Representative 1240484
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.”
Ramiz Mohaia 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.
General Manager, Sydney
Sandi is industry Tier 1 RG146 Qualified and is an integral part of the Oracle team, involved across many facets of the business, and she is currently completing her Cert IV in Financial Services (Mortgage Broking). Her role sees her lead the Administration Team to ensure all back office and processing is completed in a timely and professional manner, 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 are serviced in a friendly and ethical way.
Julio Reyes 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 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.