Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
One of the thriving centres of Australian agriculture, Taree has it all – a great location on the NSW Mid North Coast, a great community, and a great lifestyle.
We’re locals ourselves, care about our community, and that experience and history in the region mean that we’re well-placed to provide the best services that will support both the individuals and businesses in the area.
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.
Warren is a Financial Adviser at Oracle Advisory Group Taree,. He is a well-known and respected Financial Adviser in the Manning region with over 29 years’ experience developing a strong and loyal client following.
Warren has expertise in all areas of financial planning including managing his own successful business, Personal Tax and Planning prior to joining Oracle Advisory Group.
Warren holds an Associate Diploma of Business (Accounting), Advanced Diploma of Financial Planning, is a member of the Financial Planning Association of Australia, an Accredited Aged Care Professional, and is a Certified Financial Planner (TM).
Warren has a honest, positive, and friendly approach to each individual situation. He takes the time to develop professional relationships with all his clients, which is is evident with his loyal clients, many of whom have become friends as well as long-term clients.
Rodney Yates is a Provisional Financial Adviser at Oracle Advisory Group Taree. He has over 5 years of experience supporting Financial Advisers by providing advice to a variety of clients.
Rodney has a solid knowledge of the financial planning industry and enjoys being able to assist clients to achieve their financial goals.
Rodney has completed a Graduate Diploma in Financial Planning through Kaplan Professional.
Outside work, he enjoys spending quality time with his family and friends. Whether it’s taking the kids to the beach or a weekend away camping with friends.
Dianne is a Financial Planning Support Officer at Oracle Advisory Group Taree. She is relatively new to the finance industry after a long career in real estate.
Dianne is passionate about her role in providing support to Financial Advisers to develop and implement strategies to achieve client’s goals.
Outside of work, Dianne enjoys spending time with her family and friends, travelling, reading and watching a good movie!
216 Victoria St
Taree NSW 2430
02 6551 3157
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
Proin tincidunt augue erat, quis congue nisi vulputate et. Nunc hendrerit tellus convallis libero convallis tincidunt. Cras pretium sed risus at dapibus. Nam nisi massa, condimentum et lectus sit amet, vulputate lobortis est.
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.