Meet our advisers and support team
Peter Durbin is the Founder and Managing Director of Oracle Advisory Group. He has over 37 years of experience in the Financial Services industry. His investment industry experience includes stockbroking, investment management equities research & and portfolio construction.
Peter has a solid understanding of superannuation, equities, income-bearing instruments, financial planning, and property trusts. The majority of his career has been with Morgan’s Financial as a branch manager and providing advice to a large and diverse client base.
In 2018, Peter formed Oracle Advisory Group which now has 15 office locations across 3 states and with over 150 employees.
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.
Dean is a Senior Financial Adviser and Operation Manager at Oracle Advisory Group 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 Advisory Group team resources and substantial experience.
Jonathon is a Financial Adviser at Oracle Advisory Group 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.
Graham is a Financial Adviser at Oracle Advisory Group 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.
Adam is a Financial Adviser at Oracle Advisory Group Newcastle. He has been a seasoned Financial Adviser at Oracle Advisory Group 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.
Phil is a Financial Adviser at Oracle Advisory Group Newcastle. He 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.
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.
At Oracle Advisory Group, Sam covers compliance and regulatory aspects of advice and implementation, as well as assists with policy and Licensee functions. Her passion, tenacity and drive for the role enable the Advice team to deliver timely and valued advice.
Sam holds a Bachelor’s Degree of Business (Management / Marketing), Graduate Diploma of Financial Planning and a Certificate III in Business Administration.
Outside work, Sam enjoys spending time with her family and friends, and playing rugby union.
Jeni is a dedicated and detail-orientated bookkeeper who works closely with the Managing Director within the Finance Department at Oracle Advisory Group. Her duties are wide and also include liaising with our growing branch network. She brings a wealth of experience to the Oracle Advisory Group 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 Advisory Group.
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.
Natalie Attard is a Revenue, Platform Officer and Accounting Bookkeeper at Oracle Advisory Group 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.
Kristinn Egan Financial Planning Support Officer at Oracle Advisory Group 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.
Cherie Tuckwell is a Financial Planning Support Officer at Oracle Advisory Group Newcastle. Cherie has over 16 years of experience in financial planning.
She holds a Diploma of Financial Planning (DFP) and she is a Justice of the Peace. I enjoy assisting clients to help them achieve their financial goals.
Outside work, she is actively involved with the disability sector and enjoys networking within the community. She also enjoys reading a good book, taking walks, cooking, and spending quality time with family and friends.
Bridget Hook is the Human Resources Manager of Oracle Advisory Group at the Newcastle office. Bridget holds a Diploma in Human Resources Management.
Bridget's role involves organising recruitment, employee relations, payroll, policy management and managing staff welfare.
Outside work, Bridget enjoys Pilates, going to the beach and spending time with her family.
Jenny Smith is the Payroll Officer and HR Assistant at the Oracle Advisory Group Newcastle office. Jenny has over 20 years of experience in Business Management and Payroll.
Jenny was a small business owner for over 20 years and has a passion for accounts and payroll.
Outside work, Jenny enjoys playing tennis and pickleball and she loves spending time with family & friends.
Jacinta works as the Marketing Manager at Oracle Advisory Group, 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.
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.
John is a Financial Adviser at Oracle Advisory Group 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.
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.
Jordi McDonough is a Financial Planning Support Officer at Oracle Advisory Group, Nelson Bay. Her previous experience working in superannuation sparked a strong interest in financial planning and led her to pursue a role supporting Financial Advisers.
Jordi takes pride in being a reliable support for Advisers and values the positive impact financial planning can have on people’s lives.
Outside work, you’ll find Jordi catching up with loved ones, exploring new cafes, and planning her next holiday.
Dean is a financial adviser at Oracle Advisory Group Parramatta. He has over 15 years’ experience in the Financial Services industry.
A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process, He 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 Advisory Group 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.
Ramiz Mohaia is a Financial Adviser at Oracle Advisory Group 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.
Munadir is a Financial Adviser at Oracle Advisory Group 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.
Munadir is passionate about assisting his clients achieve their financial goals through sound financial advice and embarking on a journey together with them. He is constantly reviewing his clients’ financial strategies, to ensure they continue to meet their ongoing needs for the future.
Outside work, Munadir loves spending quality time with his beautiful wife Sajeda and their two lovely boys Shayyan and Shahraan. On the weekends, he looks forward to a beautiful day out at the beach or embarking on any thrill-seeking adventure with his family.
Sarah Moubarak manages the Financial Planning Administration team at Oracle Advisory Group 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.
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.
Andrea is a Financial Planning Support Officer at Oracle Advisory Group 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.
Panta Arya is a Financial Planning Support Officer at Oracle Advisory Group Parramatta. Panta assists the financial planning team in achieving the best financial outcomes for our clients.
Panta has worked in financial services for over 12 years working across both Banking and Financial Planning industries.
Outside of work, I enjoy spending quality time with family & friends. I have a passion for exploring the culinary world, particularly fine dining experiences.
Thanh Le is a Financial Planning Support Officer at Oracle Advisory Group Parramatta. She started in the financial services industry in 2023, after a long career in architecture.
Thanh assists the financial planning team in helping clients achieve their financial goals. She holds a Master of Architecture/Financial Planning postgraduate with an entrepreneurial spirit, inspired by her business-oriented family. Thanh specialises in design, interpersonal communication with internal & external stakeholders, problem-solving and project management. She was honoured to be named a National Top 5 Finalist for the 2022 AMP University Challenge in Financial Planning.
Outside work, Thanh is a big music enthusiast. She has been performing in a few informal events at workplaces and actively joining music jam sessions with friends and colleagues.
Emma Brown is a Financial Planning Support Officer based in Parramatta, with 8 years of experience in the financial planning industry.
Emma is dedicated to delivering exceptional client support, ensuring the best outcomes and a positive experience for every client.
Outside work, she loves spending time with her family and furry babies. She is an avid reader and enjoys going on exciting adventures on the weekends.
David is a Financial Adviser working from our Oracle Advisory Group 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.
utside work, David enjoys regularly going to the gym and playing golf with friends.
Kim Sindel is a Senior Financial Adviser at Oracle Advisory Group Erina. She brings a wealth of experience 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.
Steven is a Financial Adviser at Oracle Advisory Group Erina. He has been working 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 clients realise their financial and lifestyle goals.
Outside work, Steven loves cycling, weekends away and spending quality time with his young family.
Carolyn is a Financial Planning Support Officer at Oracle Advisory Group 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.
Warren is a Financial Adviser at Oracle Advisory Group Taree,. He 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.
Rodney Yates is a Provisional Financial Adviser at Oracle Advisory Group Taree. He 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 has 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.
Dianne is a Financial Planning Support Officer at Oracle Advisory Group 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!
Campbell Knox is a Financial Adviser at Oracle Advisory Group 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.
Jannette Moseley is a Financial Adviser at Oracle Advisory Group 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.
Leonie is a Financial Adviser at Oracle Advisory Group 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.
Albert is a Financial Adviser at Oracle Advisory Group, 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.
Outside work, Albert enjoys camping and spending time with his family.
Matthew is a Financial Adviser at Oracle Advisory Group, he 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.
Dean is a Financial Adviser at Oracle Advisory Group 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.
Vukasin is a Financial Adviser at the Oracle Advisory Group Melbourne office. Vukasin has over 10 years of experience working in financial planning.
Vukasin is a Certified Financial Planner, SMSF Adviser Specialist and is a Registered Tax (Financial) Adviser. He holds a Graduate Diploma of Economics, Graduate Diploma in Financial planning and a Diploma in Financial Services (Financial Markets). He has a genuine and patient approach to work and he enjoys helping clients tackling challenges in life, to turn them into a positive client experience.
Outside of work, Vukasin enjoys going on holidays with his family to seek new experiences and finding out about new cultures.
Naomi is a Financial Planning Support Officer in Melbourne office, bringing nearly 17 years of experience in the financial planning industry. She is passionate about delivering exceptional client service and building strong, trusted relationships with clients and advisers alike. Naomi enjoys working closely with both clients and advisers to create a smooth and efficient experience, ensuring clients feel supported and confident throughout their financial journey.
Holding a Graduate Diploma in Financial Planning, Naomi has a strong understanding of financial advice processes and is committed to accuracy, professionalism, and clear communication. Her focus is on providing reliable support that helps clients stay on track to achieve their financial goals with confidence.
Outside of work, Naomi enjoys spending time with her family, camping, and exploring new places.