Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
VICTORIA
For businesses and individuals alike, Oracle Advisory Group offers the best financial planning Melbourne has to offer.
Our leading range of services and deep expertise in all aspects of financial services means that our customers can trust that we will deliver for them the best results, both in terms of wealth management and business growth.
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.
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.
T8/L2, 395 Ferntree Gully Road
Mount Waverley VIC 3149
03 9882 5452
Monday to Friday: 9:00am–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.