Robertson Group Australia Joins Forces with Oracle

Robertson Group Australia Joins Forces with Oracle

Oracle Advisory Group is happy to announce that it has acquired Robertson Group Australia. This enormously well-respected Queensland business now lends its expertise to the broad portfolio of Oracle services, while at the same time its clients benefit from the expanded resources and scope of the greater Group.

A boutique financial services group, Robertson Group Australia focused on high net work of individuals, sophisticated investors, and healthcare professionals including doctors, pharmacists and dentists, Australia-wide. They assist their clients to make wise choices with their money via a deeply consultative process, and then maintain the financial health of their clients over their entire careers.

These professionals need a highly specialised and broad range of services to go with their financial portfolios. With Oracle Advisory Group’s support, Robertson Group Australia is even more empowered to provide its leading services.

What happens to Robertson Group Australia?

As far as Robertson Group Australia’s clients are concerned, there is no change. They’ll be interacting with the same people and accessing the same services, and the Robertson Group team will continue to work with existing and new clients as they have always done in the past. There is also no change in office location.

What this does mean is that those clients can access a greater range of services from the overall group and Robertson Group can provide a deeper range of services to new clients. For the locals of the area, and other high-net worth professionals, having a group of Oracle’s scale able to assist them with their financial needs, Australia-wide, is another advantage that helps expand the Robertson Group remit.

We are thrilled to be able to support high net worth professionals, so be sure to reach out if you have any questions about our services and your financial future.

For more information, check out the broader Oracle Advisory Group here.

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