ORACLE ADVISORY GROP - Key Persons
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Adam is a Financial Adviser at Oracle Newcastle. He has been a seasoned Financial Adviser at Oracle Advisory since 2019. With nearly 20 years of dedicated service in the financial ...Read More
Adam is a Financial Adviser at Oracle Newcastle. He has been a seasoned Financial Adviser at Oracle Advisory since 2019. With nearly 20 years of dedicated service in the financial services industry, Adam has consistently demonstrated his expertise and commitment to his clients. His journey as a trusted financial adviser began in 2010, and since then, he has garnered a reputation as a highly regarded professional in his field.
Adam has extensive experience in areas including Life and Disability insurance, SMSF's and superannuation retirement planning, wealth creation advice, as well as debt reduction and cashflow management strategies. His experience equips him to provide tailored solutions that address the unique needs and aspirations of his clients.
Clients commend Adam not only for his depth of knowledge but also for his exceptional communication skills. He possesses a remarkable ability to truly understand their needs and concerns, fostering trust and confidence in every interaction.
Beyond his professional endeavours, Adam finds fulfilment in family time and maintaining an active lifestyle. Whether he's enjoying quality moments with his loved ones or engaging in physical activities and sports, Adam values balance and well-being outside the office.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Wagga Wagga
Adam Cameron is a Financial Adviser at Oracle Wagga Wagga, he has over 8 years of experience in the Financial Planning industry and has worked in a wide range of roles throughout h...Read More
Adam Cameron is a Financial Adviser at Oracle Wagga Wagga, he has over 8 years of experience in the Financial Planning industry and has worked in a wide range of roles throughout his career.
Adam prioritises his clients' goals and objectives and develops strategies that can help them achieve the best financial outcomes while reducing their stress and increasing enjoyment in life.
Adam holds a Graduate Diploma in Financial Planning and a Diploma in Accounting.
Outside of work, Adam enjoys maintaining an active lifestyle and spending quality time with his friends and family.
Job Titles:
- Financial Advisor
- Advisor Profile
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Albert is a Financial Adviser at Oracle, he services clients across the Northern Rivers area.
Albert commenced working in the financial services industry in 2004, initially work...Read More
Albert is a Financial Adviser at Oracle, he services clients across the Northern Rivers area.
Albert commenced working in the financial services industry in 2004, initially working with small businesses and high-net-worth clients before moving into financial planning in 2009.
Albert takes the time to understand his client's past and present relationship with money and their approach to finances to ensure his advice is tailored individually in a way that best suits each client.
It is with this approach Albert enables his clients to better understand their individual budget and cashflow position, enabling his clients to unlock their full potential financial goals.
Job Titles:
- Accountant
- Accountant at Oracle Accounting Murwillumbah
Allira Julius is an Accountant at Oracle Accounting Murwillumbah office, she started in the Accounting industry in Kingscliff in 2019. Before accounting, Allira had worked in administration and marketing roles, particularly in the Construction industry.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Brisbane
Alvin is a Financial Adviser at Oracle Brisbane office. He has had a robust background in financial advice since 2008.
Alvin brings a wealth of knowledge to guide clients throug...Read More
Alvin is a Financial Adviser at Oracle Brisbane office. He has had a robust background in financial advice since 2008.
Alvin brings a wealth of knowledge to guide clients through the complexities of today's financial landscape. He has helped guide clients through economic storms, navigate market fluctuations and successfully guided clients towards their financial goals.
Alvin holds a Bachelor or Commerce, Bachelor of Engineering and Advanced Diploma of Financial Services.
Outside work, Alvin enjoys staying active by playing social touch football and basketball with his two boys. He also has a passion for travel and exploring other cultures.
Amanda Saddler is an Administration Support/ Client Services at Oracle Accounting Murwillumbah office.
Amanda has vast experience in administration in various industries includi...Read More
Amanda Saddler is an Administration Support/ Client Services at Oracle Accounting Murwillumbah office.
Amanda has vast experience in administration in various industries including financial and accounting, her experience includes receipting, reception, daily lodgments and files.
Outside work, Amanda enjoys spending time with her family, fishing and exercising.
Job Titles:
- Financial Planning Support Officer at Oracle Parramatta
Andrea is a Financial Planning Support Officer at Oracle Parramatta. She has been working in the Financial Services for over 3 years.
Andrea enjoys working closely with Financia...Read More
Andrea is a Financial Planning Support Officer at Oracle Parramatta. She has been working in the Financial Services for over 3 years.
Andrea enjoys working closely with Financial Advisors in order to improve the wellbeing of their clients.
Outside of work, she loves spending quality time with her loved ones and reading exciting books.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
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 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.
Job Titles:
- Financial Planning Support Officer at Oracle Melbourne
Anne Harvey is a Financial Planning Support Officer at Oracle Melbourne. She has worked in financial services for over 20 years, both in Australia and the UK.
Anne enjoys suppor...Read More
Anne Harvey is a Financial Planning Support Officer at Oracle Melbourne. She has worked in financial services for over 20 years, both in Australia and the UK.
Anne enjoys supporting Advisers in assisting them to achieve the clients' financial goals and she prides herself in building strong relationships with both the advisers and with our clients.
Outside work, Anne likes spending time walking with her husband and 2 carvoodles - Lester and Kady. She enjoys watching movies with her family.
Anne-Maree Begg is a Client Services at Oracle Accounting Murwillumbah office.
Job Titles:
- Reception / Administration
Aurea Mews is the friendly face at the reception in Oracle Accounting in Murwillumbah providing day-to-day support.
She has recently returned to Northern NSW after spending over 10 years in Melbourne and is enjoying the lifestyle change.
Outside work, Aurea enjoys cooking and gardening.
Job Titles:
- Senior Accountant
- Senior Accountant at Gold Coast
Borim is a Senior Accountant at Gold Coast office. He has over 8 years of experience assisting business owners with their accounting needs as well as taxation.
Brian Meldrum helps manage the accounting division of Oracle Advisory Group in Murwillumbah. He has over 13 years of experience as a business services manager with Horwarth & H...Read More
Brian Meldrum helps manage the accounting division of Oracle Advisory Group in Murwillumbah. He has over 13 years of experience as a business services manager with Horwarth & Horwarth and other firms in Sydney.
Brian's experience in a business services role is invaluable for anyone looking to make their business work harder, so they don't have to. He also specialises in auditing self-managed super-funds, giving him excellent technical knowledge of the area.
Outside of work, Brian is committed to the local community and is the current treasurer, and active member, of both the Murwillumbah Amateur Cycle Club and the Murwillumbah Theatre Company. He is also a member of the Rotary Club of Murwillumbah and a life member of the Murwillumbah Apex Club.
Bridget is the Oracle Human Resources Manager in the Newcastle office.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Wagga Wagga
Campbell Knox is a Financial Adviser at Oracle Wagga Wagga. He has been in the financial services industry since 1985, and a qualified Financial Adviser since 2005.
Campbell has...Read More
Campbell Knox is a Financial Adviser at Oracle Wagga Wagga. He has been in the financial services industry since 1985, and a qualified Financial Adviser since 2005.
Campbell has a genuine passion for assisting individuals and families, and works to achieve a full understanding of his clients' financial needs and goals. He establishes a strong working relationship with all of his clients, and uses strategic thinking to find the solutions that best fit their situation. Campbell will develop a personalized strategy to achieve each client's preferred lifestyle outcomes, by offering an holistic approach to wealth creation, mortgage reduction, cashflow management and retirement strategies.
Outside work, Campbell enjoys his garden, and spending time with his family.
Job Titles:
- Corporate Compliance Officer
- Corporate Services
Caroline Latham is a Corporate Services at Oracle Accounting Murwillumbah office.
For over 10 years, Caroline has worked as a corporate compliance officer. She attends to all cl...Read More
Caroline Latham is a Corporate Services at Oracle Accounting Murwillumbah office.
For over 10 years, Caroline has worked as a corporate compliance officer. She attends to all client's corporate affairs requirements including ASIC annual reviews, appointment and retirement of office holders, share and unit transfers, as well as any other corporate changes. She also prepares and lodges Business Activity Statements and does GST and ABN compliance forms.
Caroline was born in Berkshire in the United Kingdom and in 1989 Caroline came to Australia on a working holiday and met her Australian husband. She became an Australian resident in 1991 and has spent the last 20 years living in the Tweed.
Outside work, Caroline loves to go walking, "OP Shopping", reading and cooking and is now trying her hand at gardening.
Job Titles:
- Financial Planning Support Officer at Oracle Erina
Carolyn is a Financial Planning Support Officer at Oracle Erina. She has worked in the financial services industry for over 25 years.
Carolyn works closely with the Financial Ad...Read More
Carolyn is a Financial Planning Support Officer at Oracle Erina. She has worked in the financial services industry for over 25 years.
Carolyn works closely with the Financial Adviser to provide administrative support and she enjoys dealing with the clients and assisting them with their enquiries on a day-to-day basis.
Outside work, Carolyn enjoys spending quality time with family and friends, bushwalking, travelling and live music.
Job Titles:
- Client Service Administrator
- Member of the Mt Warning AM Rotary Club
Catherine Akehurst is a Client Service Administrator at Oracle Accounting Murwillumbah office.
Cathy joined Oracle's accounting firm as a part of the Client Service team and she enjoys the challenges that her position brings.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Bendigo 's Oracle Advisory Group As Senior Financial Adviser
Chris Payne joined Bendigo's Oracle Advisory Group as Senior Financial Adviser in 2021. He is well known for providing high-quality financial advice that puts his client's best int...Read More
Chris Payne joined Bendigo's Oracle Advisory Group as Senior Financial Adviser in 2021. He is well known for providing high-quality financial advice that puts his client's best interests first.
Chris has been working in banking and financial services since 2015. He gained his Bachelor of Business from La Trobe University and is currently pursuing his Master of Financial Planning and Certified Financial Planner accreditations.
Chris is dedicated to helping his clients achieve their long-term retirement and lifestyle goals by building strong and lasting relationships with them. Assisting clients to achieve financial stability and security is a truly fulfilling experience for him, as he knows the positive impact it can have on their lives.
Outside work, he loves hanging out with his family, going to musicals and concerts with his wife, and sipping on a nice glass of red wine every now and then.
Chrissy Lynch is an Accountant at Oracle Accounting Murwillumbah office.
Chrissy has over 30 years of experience working in the accounting industry, she started in administratio...Read More
Chrissy Lynch is an Accountant at Oracle Accounting Murwillumbah office.
Chrissy has over 30 years of experience working in the accounting industry, she started in administration and moved over to the accounting side of the business later.
Chrissy's experience includes the preparation of financial accounts and income tax returns for individuals, partnerships, and companies, including the preparation of Business Activity Statements.
Outside of work, Chrissy spends her pastime curling up with a good book and a box of chocolates!
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Christian brings over 25 years of experience working in the financial services and education sectors.
Christian is a Certified Financial Planner (CFP®), and he holds a Master o...Read More
Christian brings over 25 years of experience working in the financial services and education sectors.
Christian is a Certified Financial Planner (CFP®), and he holds a Master of Commerce (Financial Planning), a Graduate Diploma of Economics and a Diploma of Financial Planning. He also acts as a Justice of the Peace for NSW, is the Secretary of the Financial Planning Association Newcastle Chapter and is on the Governance Board of the University of Newcastle Tax Clinic.
Away from work, you will often see Christian and his family at one of the many great cafes or beaches that Newcastle has to offer.
Claire is the welcoming smile at reception in Oracle Accounting Erina offiice. She has been working in the Accounting industry for 16 years and enjoys enjoys helping clients with a...Read More
Claire is the welcoming smile at reception in Oracle Accounting Erina offiice. She has been working in the Accounting industry for 16 years and enjoys enjoys helping clients with all their queries.
She has extensive administrative experience and assists all the accountants, providing day to day support as required.
Outside of work, Claire loves camping with family and friends, walking her dog and chilling out with a glass of wine.
Craig is a Senior Accountant at Oracle Accounting Taree.
Craig has a diverse background working for small to medium accounting firms as well as in commercial businesses over sev...Read More
Craig is a Senior Accountant at Oracle Accounting Taree.
Craig has a diverse background working for small to medium accounting firms as well as in commercial businesses over several years. Craig has experience in assisting clients with tax and accounting issues, including for small business, investment clients and SMSF.
Outside of work, Craig loves the outdoors, enjoys walking, casual bike riding as well as catching up with family and friends.
Job Titles:
- Receptionist
- Receptionist / Administration
Dani works as a Receptionist / Administration support at Oracle Accounting Gold Coast office. She started in the accounting and tax agent industry in 2021 after completing a Diplom...Read More
Dani works as a Receptionist / Administration support at Oracle Accounting Gold Coast office. She started in the accounting and tax agent industry in 2021 after completing a Diploma in Accounting.
Dani is the friendly face at the reception at the Gold Coast office providing day-to-day support.
Dani's previous experience in administration and the knowledge built from studies, she supports clients with all their queries.
Outside work, Dani enjoys going out for coffee with friends and spending time with her family.
Danna Seinor is an Administration Assistant at Oracle Wagga Wagga. Danna enjoys supporting her team of professionals by providing exceptional client service.
David is a Financial Adviser working from our Oracle North Sydney Office. For over 25 years, David has been helping clients take positive steps towards creating a successful financ...Read More
David is a Financial Adviser working from our Oracle North Sydney Office. For over 25 years, David has been helping clients take positive steps towards creating a successful financial future.
David specialises in superannuation, retirement planning, wealth creation and wealth protection advice.
Outside work, David enjoys regularly going to the gym and playing golf with friends.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
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
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.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Dean is a Financial Adviser at Oracle Rockhampton. He has a wealth of knowledge and experience having worked over thirty years as an Accountant and Financial Advisor.
Dean holds...Read More
Dean is a Financial Adviser at Oracle Rockhampton. He has a wealth of knowledge and experience having worked over thirty years as an Accountant and Financial Advisor.
Dean holds a Bachelor of Business (Accounting), and a Diploma of Financial Planning and he has also undertaken additional study on self-managed superannuation funds.
Dean is passionate about financial markets, business, the economy, and the need for clients to plan for their future.
Outside of work, he supports the Western Bulldogs in the AFL and enjoys chasing barramundi, keeping fit and Test cricket.
Job Titles:
- Operations Manager
- Senior Financial Adviser
Dean is a Senior Financial Adviser and Operation Manager at the Oracle Newcastle office.
Dean has over 30 years of experience working in the financial advice industry.
Dean enjoys assisting his clients and drawing upon an understanding of academic theory, history, industry knowledge, the Oracle team resources and substantial experience.
Deborah Roberts is a Senior Accountant at Oracle Accounting Murwillumbah office.
Deborah has worked in a couple of accounting practices, she combined working in administration a...Read More
Deborah Roberts is a Senior Accountant at Oracle Accounting Murwillumbah office.
Deborah has worked in a couple of accounting practices, she combined working in administration and retail roles before deciding to study and enhance her career.
Deborah brings experience from varied business operations and structures from clients from all walks of life and understands the importance of assisting clients with their accounting and taxation needs to enable clients to get on with running and growing their businesses.
Outside of work, Deborah loves travelling. She has travelled around Australia and visited different countries overseas. Upon visiting the Northern Rivers with her husband and two boys she fell in love with the region and couldn't think of anywhere better to live and raise her family.
Job Titles:
- Financial Planning Support Officer
Destiny Martin is a Financial Planning Support Officer at Oracle Parramatta. She has been working in Financial Services for over 10 years.
Destiny enjoys supporting Financial Advisers to achieve the best outcomes for their clients.
Outside work, Destiny loves spending quality time with her family.
Job Titles:
- Financial Planning Support Officer at Oracle Taree
Dianne is a Financial Planning Support Officer at Oracle Taree. She is relatively new to the finance industry after a long career in real estate.
Dianne is passionate about her ...Read More
Dianne is a Financial Planning Support Officer at Oracle Taree. She is relatively new to the finance industry after a long career in real estate.
Dianne is passionate about her role in providing support to Financial Advisers to develop and implement strategies to achieve client's goals.
Outside of work, Dianne enjoys spending time with her family and friends, travelling, reading and watching a good movie!
Job Titles:
- Senior Accountant
- Senior Accountant at Oracle Accounting Erina
Dona is a Senior Accountant at Oracle Accounting Erina, she has over 30 years accounting experience working across all aspects of accounting.
She thrives on helping all her clients, giving advice and support so they can achieve the best results and reach their business goals.
Donna is a Administration Assistant at Oracle Advisory Group Nelson Bay.
Donna provides with day-to-day administrative support to John Morello financial adviser.
Previously, Donna worked as a Pathology Technician in Private Practice and at the Wallsend Hospital.
Doris is the Administration Assistant at Oracle Accounting Ballina.
Doris has been working in the Accounting industry for 30years. She is the welcoming smile at Reception in the...Read More
Doris is the Administration Assistant at Oracle Accounting Ballina.
Doris has been working in the Accounting industry for 30years. She is the welcoming smile at Reception in the Ballina Office and enjoys helping clients with all their queries. She has extensive administrative experience and assists all the accountants, providing day to day support as required.
Outside of work, Doris loves doing Pilates and enjoying long walks with family and friends.
Emily is an Administration Assistant at Oracle Accounting Erina, providing support and assistance to the accounting team and clients.
She has over 18 years of administrative, ac...Read More
Emily is an Administration Assistant at Oracle Accounting Erina, providing support and assistance to the accounting team and clients.
She has over 18 years of administrative, accounting and financial management experience and holds a Bachelor of Management (Acctg) degree.
Outside of work, she enjoys live music, sport and spending time with her family.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Parramatta
Ewan Henderson is a Financial Adviser at Oracle Parramatta. He has been in the financial services industry for over 15 years, specialising in Financial Planning for the past 10 yea...Read More
Ewan Henderson is a Financial Adviser at Oracle Parramatta. He 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."
Outside work, Ewan has a young family and weekends are spent at his children's sports, going to Parks, Playgrounds, Pools and Beaches. Ewan is an NRL fan and has season tickets to all Parramatta Eels home games where he tries to attend as many as possible.
Job Titles:
- Administrative Assistant
- Administrative Assistant at Oracle Accounting Ballina
Gail is an Administrative Assistant at Oracle Accounting Ballina and has been with Oracle since 2022.
Gail works closely with clients and the Oracle team to provide administration and support to financial advisers and Accountants.
George is a Paraplanner at Oracle at the Charlestown office. George has been working in the financial planning industry for over 10 years and has a wealth of knowledge and experience.
George holds a Diploma in Financial Planning, an Advanced Diploma in Financial Planning and a Graduate Diploma in Financial Planning.
Outside of work, George is technology focused and likes motorbikes.
Job Titles:
- Chartered Accountant
- Chartered Accountant at Oracle Accounting Byron Bay
- Chartered Accountant at Oracle Accounting Murwillumbah
- Ginger Rogers Chartered Accountant
Ginger Rogers is a Chartered Accountant at Oracle Accounting Murwillumbah office. She commenced her career in tax accounting after completing her Bachelor of Business degree majoring in Accounting.
Ginger worked at a Chartered Accountant firm in South Yarra, Victoria where she commences the Chartered Accountant Program.
Ginger is currently studying and working towards completing the Chartered Accountant Program. Ginger thoroughly enjoys her new position and looks forward to the future ahead.
Outside of work, Ginger enjoys outdoor activities, fishing, travelling, reading and playing volleyball.
Ginger Rogers is a Chartered Accountant at Oracle Accounting Byron Bay office. She commenced her career in tax accounting after completing her Bachelor of Business degree majoring in Accounting.
Graham is a Senior Accountant at Oracle Accounting Taree. He consults with small and medium sized clients and assists them with all aspects of their businesses, often meeting with ...Read More
Graham is a Senior Accountant at Oracle Accounting Taree. He consults with small and medium sized clients and assists them with all aspects of their businesses, often meeting with clients in a board of director style meeting to keep the focus within the business.
He commenced work with a Big Four accounting firm which introduced him to problem solving in the corporate environment which he has transferred to his many small business clients.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Graham is a Financial Adviser at Oracle Newcastle and has over 20 years of experience in financial planning.
Graham prides himself on the levels of client service he provides &a...Read More
Graham is a Financial Adviser at Oracle Newcastle and has over 20 years of experience in financial planning.
Graham prides himself on the levels of client service he provides & takes both an active & practical role in the financial planning advice he provides to clients.
Graham likes to work closely with clients to make the complex simpler & help them achieve their financial goals. This active personal approach ensures clients have a full understanding of the strategies and investments in which they are involved. Graham finds it rewarding to have regular honest and open communication with clients to the point that they become more of an extended family than clients.
Outside work, Graham is interested in all things mechanical & likes to work on the Vintage British car & Motorcycle he currently has sitting in the garage. Graham is also a keen follower of English football being a keen Sunderland supporter.
Job Titles:
- Accountant
- Accountant at Oracle Accounting Murwillumbah
Hayden is an Accountant at Oracle Accounting Murwillumbah office, he is keen to build relationships and service clients with their compliance and advisory requirements.
Hayden started in the accounting industry in 2007, assisting clients with tax compliance and advice. Hayden holds a Diploma in Business and Accounting.
Outside work, Hayden enjoys the gym, travelling, going to the beach and spending time with family and friends.
Helen Swift is a Client Services at Oracle Accounting Murwillumbah office.
Helen is a Murwillumbah local and has a career in Finance/Insurance and Aged Care.
Outside of work, Helen enjoys fishing and travelling out to the Granite Belt whenever possible.
Job Titles:
- Accounting Manager
- Registered Tax Agent
Imran is an Accounting Manager at Oracle Paramatta office.
Imran is a registered tax agent (RTA) with over 15 years' experience in commercial accounting, tax, and audit in the...Read More
Imran is an Accounting Manager at Oracle Paramatta office.
Imran is a registered tax agent (RTA) with over 15 years' experience in commercial accounting, tax, and audit in the multinational corporation environment in different parts of the world.
His unique experiences working across a variety professional environments, alongside his vast qualifications, helps Imran managing clients' relationship relating to their bookkeeping, taxation & SMSF affairs.
Outside of the office, Imran enjoys movies & music, and he likes to spend time with family and friends.
Jacinta works as the Marketing Manager at Oracle, where she utilises her vast experience in the fields of marketing and graphic design.
She holds a Bachelor's degree in Grap...Read More
Jacinta works as the Marketing Manager at Oracle, where she utilises her vast experience in the fields of marketing and graphic design.
She holds a Bachelor's degree in Graphic Design and a Diploma in Marketing & Communication.
Jacinta has practical experience in developing marketing strategies, which have contributed towards business growth.
Outside of work, she enjoys spending time with her daughter and husband and watching a variety of sports including AFL, Cricket and Netball.
Jackie Smith is a bookkeeper at Oracle Accounting Murwillumbah office.
Jackie has over 35 years of experience in bookkeeping, requiring extensive knowledge across many different...Read More
Jackie Smith is a bookkeeper at Oracle Accounting Murwillumbah office.
Jackie has over 35 years of experience in bookkeeping, requiring extensive knowledge across many different industries and has 11 years of experience in property management including working with trust accounts. Some of her responsibilities include payroll, account reconciliation, bookkeeping inquiries and BAS preparation.
Jackie has gained a Certificate 4 in Accounting, is an Accredited Reckon Partner and has experience in almost all software.
Outside work, Jackie enjoys fostering pet rabbits in her spare time.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Wagga Wagga
Jannette Moseley is a Financial Adviser at Oracle Wagga Wagga. She has worked in the Financial Planning industry since 2005 and has worked with a diverse range of clients and situa...Read More
Jannette Moseley is a Financial Adviser at Oracle Wagga Wagga. She has worked in the Financial Planning industry since 2005 and has worked with a diverse range of clients and situations and enjoys working inclusively to achieve her clients' goals.
Jannette always works in the best interests of her clients and keeps her professional skills up to date to deliver strategies that work. She also enjoys the technical side of the role as an adviser and applying these skills to her clients' portfolios.
Outside work, Jannette enjoys gardening on her property, reading, and fine wines. She also enjoys catching up with her grandsons in Sydney when she has the chance.
Job Titles:
- Client Services Coordinator
- Client Services
Jeannie Anderson works as a Client Services Coordinator at Oracle Accounting Murwillumbah office.
Jennie has over 20 years of experience in assisting her clients and their taxation and accounting needs.
Jeannie enjoys growing the practice and welcomes new clients to come and see how she can assist them.
Jeannie's expertise includes all levels of tax planning and compliance issues, including indirect taxation (GST, CGT, FBT, and Payroll tax), self-managed super funds, as well as financial accounting and business structuring and advice.
Outside work, Jeannie enjoys spending quality time with her 7 grandchildren, and is also involved in community work with Rotary, Kenya Health and Agape, along with reading and learning Brazilian Portuguese.
Jeni is a dedicated and detail-orientated bookkeeper who works closely with the Managing Director within the Finance Department at Oracle. Her duties are wide and also include liai...Read More
Jeni is a dedicated and detail-orientated bookkeeper who works closely with the Managing Director within the Finance Department at Oracle. Her duties are wide and also include liaising with our growing branch network. She brings a wealth of experience to the Oracle team, having worked in the finance industry since 1991. During this time, Jeni has worked in broker support, deceased estates, fixed interest, and client administration, as well as working as an office manager.
Jeni currently focuses on Managed Fund Administration as well as supporting the Finance Team at Oracle.
Outside of work, Jeni enjoys being outdoors with nature and one of her favourite hikes is through Glenrock Reserve and along the beach to Merewether Baths.
Jeremy is a Senior Accountant at Oracle; he has been working as an accountant since 2014.
Jeremy has experience managing many businesses across a diverse range of industries. He...Read More
Jeremy is a Senior Accountant at Oracle; he has been working as an accountant since 2014.
Jeremy has experience managing many businesses across a diverse range of industries. He thoroughly enjoys getting clients the best outcome. He is also a Member of Chartered Accountants Australia.
Outside of work, Jeremy spends a lot of time being active, enjoying long distance running, cycling and social sports.
Job Titles:
- Financial Adviser
- Financial Advisor
- Adviser
- Advisor Profile
John is a Financial Adviser at Oracle Nelson Bay. He is an established and well-regarded financial planner who has been advising clients for over 40 years.
John is a trusted adv...Read More
John is a Financial Adviser at Oracle Nelson Bay. He is an established and well-regarded financial planner who has been advising clients for over 40 years.
John is a trusted adviser in superannuation advice, managed fund investments, personal insurance, retirement planning and mortgage broking.
John has a broad range of experience, having advised clients from various backgrounds including mining, medical, law, business, and personal clients.
Outside work, John is a keen surfer, water skier, jet ski riding and an avid snow skier and enjoys spending time with his family and friends.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
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.
Job Titles:
- Financial Advisor
- Advisor Profile
Job Titles:
- Financial Adviser
- Certified Financial Planner
- Financial Adviser at Oracle Newcastle
Jonathon is a Financial Adviser at Oracle Newcastle. He has an extensive career in financial services including working as a qualified financial adviser since 2011.
Jonathon is ...Read More
Jonathon is a Financial Adviser at Oracle Newcastle. He has an extensive career in financial services including working as a qualified financial adviser since 2011.
Jonathon is a Certified Financial Planner and has helped people with many and varied circumstances solve their financial problems and plan for their retirement.
Outside work Jonathon enjoys quality time with his wife and sons, riding his motorcycle and stubbornly avoiding retiring from playing rugby.
Joshua Durbin oversees Oracle's information technology systems and has been in the financial services industry since 2014.
Joshua has held various roles including administration...Read More
Joshua Durbin oversees Oracle's information technology systems and has been in the financial services industry since 2014.
Joshua has held various roles including administration, paraplanning, operations, and fixed-income analyst. He has always had a passion for computers and loves figuring out how they work and how to fix them.
Outside work, Joshua enjoys travelling, cycling, skiing (both water and snow), and tinkering with computers.
Joshua is an Accountant at Oracle Accounting Taree. He has been in the accounting industry since 2020.
Joshua has experience advising on a various tax issues and managing financ...Read More
Joshua is an Accountant at Oracle Accounting Taree. He has been in the accounting industry since 2020.
Joshua has experience advising on a various tax issues and managing financials for both business and individuals. Joshua holds a Masters Degree of Professional Accounting (MPA) from Australian Catholic University.
Outside work, Joshua enjoys hiking and spending time with his family and friends.
Job Titles:
- Financial Planning Support Officer at Oracle Parramatta
Jovan Muliady is a Financial Planning Support Officer at Oracle Parramatta. Before Oracle, Jovan worked as a client management specialist in an international Forex and CFD Brokerag...Read More
Jovan Muliady is a Financial Planning Support Officer at Oracle Parramatta. Before Oracle, Jovan worked as a client management specialist in an international Forex and CFD Brokerage firm.
Jovan holds a Bachelor of Law / Business & Commerce. He enjoys working with Advisers to ensure that our client's financial strategies are achieved and delivered promptly.
Outside work, Jovan has a passion for skiing. Together with his older brother, he hopes to try out all the best ski resorts around the globe.
Julie is a Compliance Audit Officer based in Charlestown at our head office. She has over 30 years' experience in financial services including roles in client service, paraplanni...Read More
Julie is a Compliance Audit Officer based in Charlestown at our head office. She has over 30 years' experience in financial services including roles in client service, paraplanning and compliance.
Julie has a strong knowledge of the financial planning industry and the financial planning process. She is passionate about improving the advice process and procedures and ensuring that clients are receiving compliant and personalised financial planning advice that can help them to achieve their goals.
Julie has the Advanced Diploma in Financial Service (Financial Planning) along with a Certificate in Self-managed Superannuation Funds and other industry related qualifications.
Outside work, she enjoys spending quality time with family and friends and playing tennis.
Job Titles:
- Financial Planning Support Officer at Oracle Nelson Bay
Karen Bufi is the Financial Planning Support Officer at Oracle Nelson Bay. She has over 30 years of experience in the administration, the financial services industry & customer...Read More
Karen Bufi is the Financial Planning Support Officer at Oracle Nelson Bay. She has over 30 years of experience in the administration, the financial services industry & customer service industry.
Karen assists Financial Advisers in client administration. Karen is passionate about her role in providing support to clients and helping them achieve their individual goals. Karen prides herself in building strong relationships with advisors and clients.
Outside work, Karen enjoys spending time with her husband, going to the beach, walking and dining out.
Job Titles:
- Client Services Coordinator
Kelly works as a Client Services Coordinator at Oracle Accounting Gold Coast office. She has been working in Administration alongside Tax Agents and Accountants since 2015.
Kelly enjoys assisting clients with their wide variety of requests and thrives in the fast paced working environment.
Outside work, Kelly enjoys gardening, reading and spending time with family.
Job Titles:
- Financial Planning Support Officer
Before joining Oracle, Kerri worked at WIN TV for 18 years, before moving to Astute Advisory Services to work with Omar when he started the business.
She has been working in Financial industry with Omar for over 8 years and I am now with Oracle.
Kerri's favourite part of my job, is the clients that have become friends over the years.
Job Titles:
- Financial Adviser
- Senior Financial Adviser at Oracle Erina
Kim Sindel is a Senior Financial Adviser at Oracle Erina. She brings a wealth of experience to Oracle with over 35 years in the financial services industry.
Kim has experience p...Read More
Kim Sindel is a Senior Financial Adviser at Oracle Erina. She brings a wealth of experience to Oracle with over 35 years in the financial services industry.
Kim has experience providing financial advice to both business and personal clients.
Outside work, Kim is involved in the Community through her local Lions Club and enjoys weekends away and hanging out with family and friends. She is a mad Scrabble player and tries to crack Wordle each day. Has 2 left feet but surprisingly has Rock n Roll dancing lessons.
Job Titles:
- Chartered Accountant
- Chartered Accountant at Oracle Accounting Taree
Kristie is a Chartered Accountant at Oracle Accounting Taree. She started in the accounting industry in 2007, becoming a Chartered Accountant in 2015 and she also added SMSF Specia...Read More
Kristie is a Chartered Accountant at Oracle Accounting Taree. She started in the accounting industry in 2007, becoming a Chartered Accountant in 2015 and she also added SMSF Specialisation in 2020.
She has a passion for Self-Managed Super Fund administration and end of year processing. She enjoys all things tax from small business right through to large groups.
Outside of the work, Kristie spends her time caravanning and enjoying the time with her family.
Job Titles:
- Financial Planning Support Officer at Oracle Nelson Bay. She Has Been Working in the Financial Planning Industry for 20 Years
Kristinn Egan Financial Planning Support Officer at Oracle Nelson Bay. She has been working in the financial planning industry for 20 years.
Kristinn enjoys working alongside ad...Read More
Kristinn Egan Financial Planning Support Officer at Oracle Nelson Bay. She has been working in the financial planning industry for 20 years.
Kristinn enjoys working alongside adviser John Morello, assisting clients with their enquiries and helping clients to achieve their individual financial planning goals.
Outside work, Kristinn is heavily involved in Surf Life Saving and spends the summer months travelling up and down the East Coast of Australia with her girls attending carnivals. The Winter months are spent with the family supporting the Newcastle Northstars in the Australian Ice Hockey League.
Job Titles:
- Client Services Administrator
Kylie Lynton is a Client Services Administrator at Oracle Accounting Murwillumbah office.
After working in Retail Management for several years, Kylie felt it was time for a chan...Read More
Kylie Lynton is a Client Services Administrator at Oracle Accounting Murwillumbah office.
After working in Retail Management for several years, Kylie felt it was time for a change and moved to work in an accounting firm.
Kylie grew up in Perth Western Australia, coming to the East Coast 18 years ago with her husband and son.
Outside work, Kylie enjoys gardening, reading and relaxing with her family.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Wagga Wagga
Leonie is a Financial Adviser at Oracle Wagga Wagga, she has spent the last 7 years helping people with their financial planning needs.
Leonie has knowledge and experience to pr...Read More
Leonie is a Financial Adviser at Oracle Wagga Wagga, she has spent the last 7 years helping people with their financial planning needs.
Leonie has knowledge and experience to provide advice in relation to superannuation, wealth accumulation, personal protection, debt management and retirement planning needs. She is currently studying an accounting degree as she believes it will help her to better understand her client's needs thereby enabling her to provide comprehensive advice for clients to become financially secure.
Outside of work, Leonie is an aspiring dressage rider, although she does not think she will be competing with Simone Pearce anytime soon. She has two adult children, one of which spends her time travelling the world and the other who loves his sport and being closer to home.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Lorelle is a Financial Adviser at Oracle Bendigo. She has over 20 years' experience in the financial planning industry, and she joined Oracle in 2022.
Lorelle holds a Bachelor...Read More
Lorelle is a Financial Adviser at Oracle Bendigo. She has over 20 years' experience in the financial planning industry, and she joined Oracle in 2022.
Lorelle holds a Bachelor of Business, Advanced Diploma in Financial Services (Financial Planning) and she is also a Certified Financial Planner.
Lorelle is passionate about helping clients achieve their goals and objectives, whilst building and maintaining long term relationships with her clients. Lorelle is excited to help all clients regardless of where they are in their life journey, with a strong focus and passion for supporting women with their financial planning needs.
Outside of work, Lorelle enjoys spending time with her gorgeous granddaughter and her extended family. Lorelle enjoys watching her children play sports and being part of a community sporting club. Lorelle also enjoys bingeing true crime dramas on Netflix or other platforms.
Job Titles:
- Senior Accountant
- Senior Accountant at Oracle Accounting Erina
Lucie is a Senior Accountant at Oracle Accounting Erina, with over 20 years public practice experience. She is passionate about helping her clients reach their individual and busin...Read More
Lynette is a Senior Accountant at Oracle Accounting Taree.
Lynette has over 40 years' experience working in the accounting sector, and she has worked with a wide variety of bu...Read More
Lynette is a Senior Accountant at Oracle Accounting Taree.
Lynette has over 40 years' experience working in the accounting sector, and she has worked with a wide variety of business and SMSF clients for almost 30 years. She enjoys assisting her clients with their various taxation and accounting needs.
Outside of work, Lynette loves spending time with her family and friends and enjoys relaxing with a good book every chance she gets.
Job Titles:
- Certified Practising Accountant
Marika's background is in taxation & advisory services, she has vast experience in all aspects of business, investment entities and SMSFs. Marika enjoys working closely with clients to grow their businesses.
Outside of work, Marika enjoys spending time with family & friends, photography, travel and going on multiple day hikes.
Marika's background is in taxation & advisory se...Read More
Job Titles:
- Chartered Accountant
- Matthew Prentice Chartered Accountant
Matthew is the Chartered Accountant of the Ballina office and has over 20 years financial services experience.
Matthew earned his qualification with the Big 4 Accounting Firm, K...Read More
Matthew is the Chartered Accountant ar Oracle Accounting Byron Bay office and has over 20 years financial services experience.
Matthew earned his qualification with the Big 4 Accounting Firm, KPMG before working on the London and Zurich equities trading floors for American and European Investment Banks as a Quantitative Risk Analyst.
Matthew has been in public practice as a Chartered Accountant since 2003 and specialises in personal and business advice.
Matthew enjoys living in the Northern Rivers community and is keen to support its people.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Matthew has over 20 years' experience in the financial services industry.
Matthew enjoys helping clients plan for the future and uses his extensive experience to take away the complexity and jargon, so they can have the confidence in their plans and peace of mind for the future.
The Principal of the Oracle Accounting Erina, Michael O'Brien, has been in public practice for over 40 years, with experience in both large and small accounting practices, as wel...Read More
The Principal of the Oracle Accounting Erina, Michael O'Brien, has been in public practice for over 40 years, with experience in both large and small accounting practices, as well as a period spent as a financial controller in a commercial capacity.
Michael has significant experience advising clients on tax issues and has specialist skills for formulating strategies to develop a successful business. He holds a Bachelor of Business (UTS) and is a Chartered Accountant, TIA Chartered Tax Adviser and a registered Tax Agent.
Outside work, Michael enjoys spending time with his extended family.
Job Titles:
- Accountant
- Accountant at Oracle Accounting Murwillumbah
Misty Larkin is an Accountant at Oracle Accounting Murwillumbah office. She began working in 1995 as an office junior in an accounting firm.
In 2012, Misty decided to go back to study and completed a Bachelor of Business majoring in Accounting.
Outside of work, Misty enjoys Netball, reading, cooking and watching the Bombers play AFL.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Parramatta
Mo Shouman is a Financial Adviser at Oracle Parramatta. He has over 18 years' experience working as a Financial Planner.
Mo specialises in wealth accumulation, retirement planni...Read More
Mo Shouman is a Financial Adviser at Oracle Parramatta. He has over 18 years' experience working as a Financial Planner.
Mo specialises in wealth accumulation, retirement planning and wealth protection strategies to help his clients realise their financial and lifestyle goals.
Mo has a passion for helping his clients make smart choices to build, accumulate and protect their wealth, and to ensure clients achieve their financial goals without any stress.
Outside work, Mo loves spending time with his family in all sort of roles; Chef, play mate, driver, coach or a shoulder to cry on.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Parramatta
Munadir is a Financial Adviser at Oracle Parramatta. He has been in the financial services industry for over 10 years. He holds a Bachelor of Commerce Degree from the University of Wollongong, a Diploma in Financial Planning and has completed his postgraduate studies in Financial Planning with Kaplan Professional and hold a Graduate Diploma in Financial Planning
Job Titles:
- Platform Officer & Bookkeeper
Natalie Attard is a Revenue, Platform Officer and Accounting Bookkeeper at Oracle Newcastle.
Natalie has 30 years of experience in the financial services industry. Her previous ...Read More
Natalie Attard is a Revenue, Platform Officer and Accounting Bookkeeper at Oracle Newcastle.
Natalie has 30 years of experience in the financial services industry. Her previous role at a financial advisory firm included Branch Financial Controller, Client Services Officer and Personal Assistant to Senior Director.
She has a Certificate IV in Accounting (Bookkeeping) and an Advanced Certificate in Administration.
Outside work, Natalie enjoys spending time with her husband and 3 boys.
Job Titles:
- Managing Partner
- Senior Accountant
- Member of the Murwillumbah Vulcans Australian Football Club
- Senior Accountant at Oracle Accounting Byron Bay
Nick Moran manages the accounting division of Oracle Advisory Group in Murwillumbah. Nick's work experience includes working in Brisbane at a national accounting firm and gaining experience advising clients on a range of matters including business analysis and advice, superannuation, taxation planning and compliance.
Nick Moran is a Senior Accountant at Oracle Accounting Byron Bay office. Nick's work experience includes working in Brisbane at a national accounting firm and gaining experience a...Read More
Job Titles:
- Chartered Accountant
- Chartered Accountant at Oracle Accounting Murwillumbah
Nikola Hudson is a Chartered Accountant at Oracle Accounting Murwillumbah office and she has over 10 years of work experience.
Nikola holds a Bachelor of Accountancy (Honours) c...Read More
Nikola Hudson is a Chartered Accountant at Oracle Accounting Murwillumbah office and she has over 10 years of work experience.
Nikola holds a Bachelor of Accountancy (Honours) completed at the University of Stellenbosch in the Cape Winelands region of South Africa. After completing her studies she joined PwC Cape Town and qualified as a Chartered Accountant in 2013.
Nikola moved to Australia in 2022, she is thankful to have the opportunity to be part of the Oracle Accounting team, she enjoys learning new things as well as adding to her accounting and taxation skills.
Outside of work, she enjoys exercising, walking the dogs, joining family and friends' gatherings and swimming at the beach.
Job Titles:
- Financial Planning Support Officer at Oracle Parramatta
Panta Arya is a Financial Planning Support Officer at Oracle Parramatta. Panta assists the financial planning team in achieving the best financial outcomes for our clients.
Paul Mayberry is a Senior Accountant at Oracle Accounting Murwillumbah office.
Paul has over 30 years of experience in public practice and he has become an expert in taxation, b...Read More
Paul Mayberry is a Senior Accountant at Oracle Accounting Murwillumbah office.
Paul has over 30 years of experience in public practice and he has become an expert in taxation, business advisory, and self-managed superannuation for large or small enterprises.
Paul has built long-term professional relationships with his clients and provides invaluable insights into their businesses.
Outside work, Paul is a keen skier, swimmer, surfer, gardener, and reader.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
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.
Job Titles:
- Senior Accountant
- Senior Accountant at Oracle Accounting Murwillumbah
Peter Ohl is a Senior Accountant at Oracle Accounting Murwillumbah office and has over 10 years work experience in the accounting industry.
Peter has completed the CPA Professio...Read More
Peter Ohl is a Senior Accountant at Oracle Accounting Murwillumbah office and has over 10 years work experience in the accounting industry.
Peter has completed the CPA Professional Program achieving High Distinctions in Advanced Taxation, Financial Reporting and Strategic Management Accounting.
Outside work, Peter enjoys a game of tennis between helping raise a young family with his wife Liz.
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 their retirement, investment and protection goals.
Job Titles:
- Senior Accountant
- Senior Accountant at Oracle Accounting Taree
Rachel is a Senior Accountant at Oracle Accounting Taree with over 25 years of experience in the accounting and tax agent industry. She has spent many years working as a Senior Acc...Read More
Rachel is a Senior Accountant at Oracle Accounting Taree with over 25 years of experience in the accounting and tax agent industry. She has spent many years working as a Senior Accountant with some prominent firms in the Newcastle region.
Rachel holds a Bachelor of Commerce from the University of Newcastle and is a Registered Tax Agent and Chartered Accountant.
Outside work, Rachel enjoys card-making, breathwork and jumping in ice baths. Rachel climbed Mt. Hotham in minimal clothing back in June 2022.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Parramatta
Ramiz Mohaia is a Financial Adviser at Oracle Parramatta. He has been working in the financial planning industry since 2012.
Ramiz's journey in finance began with a strong aca...Read More
Ramiz Mohaia is a Financial Adviser at Oracle Parramatta. He has been working in the financial planning industry since 2012.
Ramiz's journey in finance began with a strong academic background, earning his Master's degree in financial planning from Western Sydney University. Since then, he has continually honed his skills and knowledge through ongoing education and professional development, staying abreast of the latest trends and strategies in the ever-evolving financial landscape.
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. His motto is "Planning today for a prosperous tomorrow."
Outside work, Ramiz enjoys spending time with family and friends, playing sport such as soccer, volleyball, cricket, swimming, working out at the gym and mixed martial arts.
Job Titles:
- Receptionist
- Receptionist at the Oracle Newcastle
Rebecca Fairburn is the Receptionist at the Oracle Newcastle office, she is the friendly face that greets you at reception.
Rebecca has over 10 years of experience in customer service focused industries.
Outside of work, Rebecca loves spending time with her family and friends in her spare time.
Job Titles:
- Administrative Assistant
- Administrative Assistant at Oracle Accounting Taree
Rhiannon is an Administrative Assistant at Oracle Accounting Taree. She has been working in administration roles for over 6 years completing payroll, bookkeeping and general admini...Read More
Rhiannon is an Administrative Assistant at Oracle Accounting Taree. She has been working in administration roles for over 6 years completing payroll, bookkeeping and general administration / management roles.
Rhiannon has experience working in two different adminstration roles in Psychology & Insurance loss adjusting.
Rhiannon is the friendly face at reception in Oracle Taree and is pleased to provide assistance to clients.
Outside of work, she enjoys being outdoors, live music and spending time with family.
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.
Robert Zhang is an Accountant at Oracle Accounting Murwillumbah office.
Robert moved from Tasmania to study for a master's degree in commerce (Professional Accounting) at The University of Queensland. After completing in April 2022, Robert started working as a Graduate Accountant.
Robert is energetic, thoughtful, reliable, a problem solver and has a great eye for detail.
Job Titles:
- Associate
- Financial Adviser
- Financial Advisor
Rodney Yates is an Associate Financial Adviser at Oracle Taree.
Rodney has over 5 years of experience supporting Financial Advisers by providing advice to a variety of clients.
Rodney has a solid knowledge of the financial planning industry and enjoys being able to assist clients to achieve their financial goals.
Rodney recently completed a Graduate Diploma in Financial Planning through Kaplan Professional.
Outside work, he enjoys spending quality time with his family and friends. Whether it's taking the kids to the beach or a weekend away camping with friends.
Rose Elliot is the warm welcoming smile at the reception in Oracle Accounting in Murwillumbah providing day-to-day support.
Rose has a background in the finance industry and retail management.
Outside work, Rose loves to spend time outdoors camping and fishing with her family or cooking up a meal with family and friends.
Job Titles:
- Administrator
- SMSF Administrator
Sally Berthelsen is the SMSF Administrator at Oracle. She has been working in the accounting industry since 2002.
As a Chartered Accountant and SMSF Specialist, Sally 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.
Outside work, Sally enjoys making music in a community band and spending time with close friends and family.
Sally Berthelsen is the SMSF Administrator at Oracle. She has been working in the accounting industry since 2002.
As a Chartered Accountant and SMSF Specialist, Sally enjoys hel...Read More
Job Titles:
- Senior Accountant
- Compliance Manager for Oracle Advisory Group
- Member of CPA Australia
Sam Rasmussen is a Senior Accountant at Oracle Accounting Murwillumbah office, She has been working in accounting for the last 20 years both in practice and commercially.
Sam is...Read More
Sam Rasmussen is a Senior Accountant at Oracle Accounting Murwillumbah office, She has been working in accounting for the last 20 years both in practice and commercially.
Sam is a qualified member of CPA Australia and completed her Bachelor of Business at Griffith University, graduating in 2005 with a major in accounting. Growing up in Murwillumbah, Sam went on to travel and work in London and Abu Dhabi after completing her university studies for several years, returning to the Tweed in 2010 and working in local practice.
Outside of work, Golf is a regular weekend activity and Sam also enjoys travelling, music festivals and reading a good book.
Sam is the Compliance Manager for Oracle Advisory Group. She has been in financial services since 2006 when she started with ABN AMRO Morgans (currently Morgans Financial Limited), undertaking roles beginning with reception, moving on to Administration Assistant to the Managing Director and later adding compliance and paraplanning activities.
Job Titles:
- Financial Planning Support Officer at Bendigo
Sandra is a Financial Planning Support Officer at Bendigo and has 9 years' experience in the financial planning industry.
Sandra has experience and knowledge of the financial ...Read More
Sandra is a Financial Planning Support Officer at Bendigo and has 9 years' experience in the financial planning industry.
Sandra has experience and knowledge of the financial planning process and supporting advisers in an administrative capacity. She enjoys building relationship with clients and supporting advisers to assist the clients in their financial journey.
Outside of work, Sandra enjoys going for walks, camping in her camper trailer and volunteering for any worthwhile cause.
Job Titles:
- Client Services Team Manager
Sarah Moubarak manages the Financial Planning Administration team at Oracle to ensure that all processes, procedures & systems are created and followed.
Sarah has been worki...Read More
Sarah Moubarak manages the Financial Planning Administration team at Oracle to ensure that all processes, procedures & systems are created and followed.
Sarah has been working in the financial advice industry for over 10 years and she has a wealth of knowledge when supporting Financial Advisers.
She is very passionate about guiding her team on a day-to-day basis & helping them to reach clients' financial goals.
Outside work, Sarah likes to spend time with her husband Tony, fur baby biggie, family and friends. She also enjoys taking off on weekend trips and holidaying overseas.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Director of Oracle Advisory Group
Scott is a Director of Oracle Advisory Group. He has been in the financial services industry since 2002, through the accounting profession as well as stockbroking and financial pla...Read More
Scott is a Director of Oracle Advisory Group. He has been 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.
Outside work, you'll find Scott spending time with his family, coaching his boy's sporting teams or enjoying a hit of tennis or time at the beach.
Shannon has been working on the Gold Coast as an Accountant since 2015.
She enjoys working with small family owned businesses, assisting them with their business and personal go...Read More
Shannon has been working on the Gold Coast as an Accountant since 2015.
She enjoys working with small family owned businesses, assisting them with their business and personal goals.
Shannon comes from a background in bookkeeping and the construction industry, which helps me offer a step by step approach to helping clients manage the everyday needs of their business all while preparing for the future.
Outside of work, she loves spending time with her young family, drinking coffee, listening to music and relaxing watching a good movie.
Job Titles:
- Financial Planning Support Officer at Oracle Newcastle
Simone is the Financial Planning Support Officer at Oracle Newcastle. She has over 10 years of experience in the Financial Planning industry.
Simone assists the Accounting &...Read More
Simone is the Financial Planning Support Officer at Oracle Newcastle. She has over 10 years of experience in the Financial Planning industry.
Simone assists the Accounting & financial planning teams in client administration and managed fund administration and deceased estates. Simone is passionate about her role in providing support to develop and implement strategies to achieve client's goals.
Outside of work, Simone enjoys spending time with her family, watching her adult children play soccer, catching up with friends and loves to travel to Bali at least once a year with her husband.
Skye Chapman assists the team in Oracle Accounting in Murwillumbah with day-to-day administration support.
Skye is currently studying Year 12 at high school and she works in the afternoons after school, assisting with filing and scanning.
Skye enjoys taking part in her cadet program.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Brisbane
Steve Baker is a Financial Adviser at Oracle Brisbane. Previous to financial planning, Steve had a 13-year career with the ANZ Bank, which included branch management, and business ...Read More
Steve Baker is a Financial Adviser at Oracle Brisbane. Previous to financial planning, Steve had a 13-year career with the ANZ Bank, which included branch management, and business and personal lending. Steve has over 25 years of experience as a Financial Adviser.
Steve 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, SMSFs, wealth accumulation, retirement planning and personal insurance.
Outside work, Steve enjoys landscape photography, local and military history, and bike riding.
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 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.
Job Titles:
- Senior Accountant
- Senior Accountant at Oracle Accounting Murwillumbah
Sue Kok is a Senior Accountant at Oracle Accounting Murwillumbah. She works on financials and tax returns for a varied range of clients including individuals, trusts & self-man...Read More
Sue Kok is a Senior Accountant at Oracle Accounting Murwillumbah. She works on financials and tax returns for a varied range of clients including individuals, trusts & self-managed super funds.
Sue holds a Batchelor of Commerce Degree from Rhodes University in Grahamstown, South Africa, and she completed her Chartered Accountancy in Zimbabwe. On arrival in Australia, some 30 years later she studied Australian taxation and company law at Macquarie University in Sydney.
Outside work, Sue enjoys cycling, walking and spending time with family.
Job Titles:
- Receptionist
- Receptionist / Trainee Accountant
Tegan is a Receptionist/Trainee Accountant at Oracle Accounting Taree. She started in the accounting industry in 2013, as a trainee receptionist making her transition to trainee ac...Read More
Tegan is a Receptionist/Trainee Accountant at Oracle Accounting Taree. She started in the accounting industry in 2013, as a trainee receptionist making her transition to trainee accountant in 2016.
Tegan is currently undertaking a Bachelor of Accounting through Charles Sturt University.
Outside work, Tegan loves spending time with her husband and young son as well as playing sports and spending quality time with her close-knit family & friends.
Job Titles:
- Insurance Manager
- Insurance Manager at Oracle Advisory Group
Timothy Hayes is an Insurance Manager at Oracle Advisory Group. He has over 7 years of experience in the financial planning industry.
Tim brings experience and enthusiasm in hel...Read More
Timothy Hayes is an Insurance Manager at Oracle Advisory Group. He has over 7 years of experience in the financial planning industry.
Tim brings experience and enthusiasm in helping Advisers, help their clients, and realise their financial vision. He holds a bachelor's degree in economics focusing on international trade and finance.
Outside work, Tim enjoys hiking and is on a journey to cook the ultimate Portuguese tart.
Job Titles:
- Accountant
- Accountant at Oracle Accounting Murwillumbah
Tony Tickle is an Accountant at Oracle Accounting Murwillumbah office. He commenced his career in retail and has 20 years of experience in small business management.
Tony has ex...Read More
Tony Tickle is an Accountant at Oracle Accounting Murwillumbah office. He commenced his career in retail and has 20 years of experience in small business management.
Tony has experience in office management, accounts payable and receivable, and payroll. He also has experience with MYOB and other off-the-shelf accounting software.
Tony can answer any queries regarding the entry of raw data into your MYOB financial software package. Tony is a JP and can assist with certifying documents.
Outside of work, Tony enjoys travelling, gardening, the beach and cars.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at Oracle Nelson Bay
Trent Shanahan is a Financial Adviser at Oracle Nelson Bay. He has 20 years of experience working in the financial services industry, has held various leadership positions, and ove...Read More
Trent Shanahan is a Financial Adviser at Oracle Nelson Bay. He has 20 years of experience working in the financial services industry, has held various leadership positions, and over the years has directly managed over 50 Financial Advisers.
Trent is a passionate, outcome-oriented Financial Planning professional with a strong desire to help as many people as possible build enough wealth to live meaningful, happy lives. Trent specialises in superannuation, retirement planning and wealth creation. He aims to help his clients make smart decisions with their money.
Outside work, you will find Trent and his family in or around the ocean or at the soccer fields. Trent loves to travel having travelled extensively in his caravan and loves to share travel stories.
Job Titles:
- Financial Planning Support Officer
Troy Eichner is a Financial Planning Support Officer in the Newcastle office.
Troy is a recent graduate with a Bachelor of Commerce from the University of Newcastle and has over...Read More
Troy Eichner is a Financial Planning Support Officer in the Newcastle office.
Troy is a recent graduate with a Bachelor of Commerce from the University of Newcastle and has over a year of hands-on experience in the financial industry.
Troy's passion lies in the intricacies of finance, and he is dedicated to assisting clients in achieving optimal results while enhancing their financial futures.
Outside of work, Troy is an avid surfer, finding solace in the waves, and he also cherishes spending quality time with his close-knit group of friends.
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
- Financial Adviser at the Oracle Melbourne
Vukasin is a Financial Adviser at the Oracle Melbourne office. Vukasin has over 10 years of experience working in financial planning.
Warren Buffett is one of the most successful and well-known investors over the past 50 years, having achieved well above-average investment returns over the long term.
Our name Oracle is an ode to Warren. He continues to live in Omaha, Nebraska and is affectionately known as the "Oracle of Omaha".
"Someone is sitting in the shade today because someone planted a tree a long time ago" - Warren Buffett
Job Titles:
- Financial Adviser
- Financial Advisor
- Advisor Profile
Warren is a well-known and respected Financial Adviser in the Manning region with over 29 years' experience developing a strong and loyal client following.
Warren has expertis...Read More
Warren is a well-known and respected Financial Adviser in the Manning region with over 29 years' experience developing a strong and loyal client following.
Warren has expertise in all areas of financial planning including managing his own successful business, Personal Tax and Planning prior to joining Oracle Advisory Group.
Warren holds an Associate Diploma of Business (Accounting), Advanced Diploma of Financial Planning, is a member of the Financial Planning Association of Australia, an Accredited Aged Care Professional, and is a Certified Financial Planner (TM).
Warren has a honest, positive, and friendly approach to each individual situation. He takes the time to develop professional relationships with all his clients, which is is evident with his loyal clients, many of whom have become friends as well as long-term clients.
Warren Gale is a Senior Accountant at Oracle Accounting Gold Coast office.
Warren has been working in public practice for over 19 years and brings a keen interest and experience...Read More
Warren Gale is a Senior Accountant at Oracle Accounting Gold Coast office.
Warren has been working in public practice for over 19 years and brings a keen interest and experience in taxation, tax planning, business structuring and Self-Managed Super funds.
Warren holds a Bachelor's Degree in Commerce from James Cook University, Townsville and is a CPA.
Outside work, Warren enjoys surfing, camping, and spending time with his family and friends.
Will Nardi is a Senior Accountant at Oracle Accounting Murwillumbah office.
In 2008, Will and his wife Gabby lived in Ethiopia for several months, as volunteers at an HIV orphan...Read More
Will Nardi is a Senior Accountant at Oracle Accounting Murwillumbah office.
In 2008, Will and his wife Gabby lived in Ethiopia for several months, as volunteers at an HIV orphanage, and as teachers at a primary school. Besides working at MMA, he considers this and adopting his daughter in 2009 as life highlights.
Outside of work, Will enjoys running (slowly) around the streets of Murwillumbah, swimming at TRAC or as one of the local MAMILs.