Our Team

Peter is the founder and Managing Director of Oracle Investment Management and heads the Oracle investment committees. Peter has over 35 years experience in the financial services industry. In addition to equities research and portfolio construction, Peter has a sound understanding of income bearing instruments, superannuation and financial planning

Peter has spent 31 years with Morgans Financial (previously RBS Morgans, ABN Amro Morgans). Peter has a passion for investment research and portfolio construction. Peter holds a Bachelor of Commerce from the University of Newcastle and has a diploma in Financial Services.

Johan is a portfolio manager at Oracle Investment Management and managing the international portfolio.

Johan has over 30 years’ experience in the financial services industry, having worked in South Africa as a sell-side analyst covering Technology, Electronics, Engineering & Media sectors across EMEA. More recently in Australia he has managed a wholesale global equities fund and research of Australian small & micro caps.

Johan has a passion for fundamental research and portfolio construction. He holds Bachelor of Engineering (Honours) and Masters in Commerce from the University of Johannesburg, and a Diploma in Introduction to Corporate Governance from University of South Africa. He is embarking on Certificate in ESG investing.

Jack is an Equity Research Analyst at Oracle Investment Management with a focus on the  Emerging Companies portfolio.

Jack seeks to find growing companies, with a proven track record, which meet Oracle’s investment criteria that are trading at a discount to our calculation of their intrinsic valuation.

Jack holds a Master of Commerce from Charles Sturt University, majoring in Applied Finance.

Luke is a Lead Portfolio Manager at Oracle Investment Management. Luke oversees the investment team and works alongside them in managing each portfolio. Luke takes a long-term view in examining the market in search of excellent, high growth companies that are available at an appropriate price. Luke uses his past experience from the private accounting industry in his analysis of ASX-listed companies.

Luke holds a Bachelor of Business (Management) from the University of Newcastle and a Master of International Business from the University of Sydney.

Luke is currently undertaking his CFA (Chartered Financial Analyst) qualification at the CFA Institute, having recently passed Level 1.

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.

Graham has been working in the financial services industry for over last 25 years, specialising in wholesale and retail funds management, most recently in managing his own businesses FOX Asset Management and FOX Wealth Management.

Prior to founding his own business, Graham has worked across a range of organisations including Westpac, Standard and Poor’s, Challenger, Deutsche Bank, Commercial Bank of Australia, and Banque Nationale de Paris in fields as diverse as investment research, fund ratings, asset management, foreign exchange and Treasury.

The skillset Graham brings to the Oracle Investment Committee is broad, encompassing direct investment (shares, bonds and property), model portfolio construction, asset allocation, attribution, risk management and execution.

George is a Portfolio Manager at Oracle Investment Management managing the Australian Equities Portfolio.

George has 19 years of investment and financial services experience. Apart from Australia, he has worked in US, UK, and India, and has invested in stocks in a wide range of sectors, and countries. In his previous Portfolio Manager role, George’s fund was nominated for the Fund Manager of Year award in its category in Australia by Lonsec. That fund was also ranked No.2 in the world for investment performance in its category over one four-year period by Citywire.

George has an MBA in Finance & Investment Management from Duke University’s Fuqua School of Business. He holds Bachelor’s degree in Engineering, and is also a CFA charterholder.

Outside of work, George is kept on his toes by the adrenaline fuelled activities of his teenage/pre-teenage kids, by the demands of mother nature in his rare fruit backyard orchard, by his passion to find new books to read, and by his secret desire to learn one new skill from others every year.

Ashley is a Portfolio Manager at Oracle Investment Management with responsibility for the Model Portfolios of External Managers. Additionally, Ashley helps to manage the Fixed Income and Property Securities portfolios.

Ashley has over 25 years experience in financial markets. He has worked at several investment banks and brokers, both in Australia and Japan, covering large institutional clients across both Equities and Fixed income products. He was most recently an Institutional salesperson , Equities, at Ord Minnett. Prior to this, he spent 12 years at Deutsche Bank as a senior member of the Australian Equities team, and was responsible for Equity Option sales.

Ashley holds a Bachelor of Business (Finance and Marketing) from the University of Technology, Sydney.

Ashley enjoys spending time with his young family when not in the office, surfing and golf when possible.