Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
One of the fastest-growing parts of the city, and an exploding hub of residential, commercial, and recreational excitement, Paramatta locals are rightfully proud of their area. When you ask which financial planner Parramatta locals can trust, they will point you to Oracle Advisory Group.
We’re locals ourselves, loveour city and location, and have a unique understanding of the area, what motivates people, and where their best financial opportunities lie.
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.
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.
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.
Level 5
55 Phillip Street
Parramatta NSW 2150
1300 550 990
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.