Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
Building on a nationwide heritage of leading financial services and expert advice to businesses and individuals from all walks of life, we have the reputation as being the financial advisor central coast locals can rely on for a good reason.
We deliver advice andservices that are tailored to your own specific needs, and we are a partner to your financial success and health at every step of the way.
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Home loans, refinancing, and business lending arranged through our credit team.
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.
Shop 12 Erina Plaza
210 Central Coast Highway
Erina NSW 2250
02 4396 4322
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
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We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.
Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.
I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.