Jul 20, 2021
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... read more
Jul 19, 2021
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... read more
Oct 23, 2020
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... read more
Oct 15, 2020
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... read more
Feb 28, 2020
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... read more
