Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
When it comes to financial planning, Newcastle locals come to us. We’re locals ourselves, and our experience in the local area gives us a unique understanding of the services that support individuals and businesses here.
Newcastle is a bustling, thriving city, filled with opportunities for both lifestyle and entrepreneurship. Our Charlestown headquarters is home to our largest team, serving clients across defence, healthcare, education and technology, with a significant retirement demographic across the Hunter region.
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.
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.
Level 2
240-244 Pacific Highway
Charlestown NSW 2290
02 4088 6444
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.