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 of being the financial adviser Port Stephens locals can rely on for a good reason.
We deliver advice and services 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.
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.
Suite 14, First Floor
Corner Donald & Stockton Streets
Nelson Bay NSW 2315
02 4981 4768
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.