Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
NEW SOUTH WALES
We offer the best financial planning Wagga Wagga has to offer, from locals that know and love the area.
Our services and deep expertise in all aspects of financial services mean that we support both individuals and businesses to make the most of their financial opportunities.
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.
Campbell Knox is a Financial Adviser at Oracle Advisory Group Wagga Wagga. He has been in the financial services industry since 1985, and a qualified Financial Adviser since 2005.
Campbell has a genuine passion for assisting individuals and families, and works to achieve a full understanding of his clients’ financial needs and goals. He establishes a strong working relationship with all of his clients, and uses strategic thinking to find the solutions that best fit their situation. Campbell will develop a personalized strategy to achieve each client’s preferred lifestyle outcomes, by offering an holistic approach to wealth creation, mortgage reduction, cashflow management and retirement strategies.
Outside work, Campbell enjoys his garden, and spending time with his family.
Jannette Moseley is a Financial Adviser at Oracle Advisory Group Wagga Wagga. She has worked in the Financial Planning industry since 2005 and has worked with a diverse range of clients and situations and enjoys working inclusively to achieve her clients’ goals.
Jannette always works in the best interests of her clients and keeps her professional skills up to date to deliver strategies that work. She also enjoys the technical side of the role as an adviser and applying these skills to her clients’ portfolios.
Outside work, Jannette enjoys gardening on her property, reading, and fine wines. She also enjoys catching up with her grandsons in Sydney when she has the chance.
Leonie is a Financial Adviser at Oracle Advisory Group Wagga Wagga, she has spent the last 7 years helping people with their financial planning needs.
Leonie has knowledge and experience to provide advice in relation to superannuation, wealth accumulation, personal protection, debt management and retirement planning needs. She is currently studying an accounting degree as she believes it will help her to better understand her client’s needs thereby enabling her to provide comprehensive advice for clients to become financially secure.
Outside of work, Leonie is an aspiring dressage rider, although she does not think she will be competing with Simone Pearce anytime soon. She has two adult children, one of which spends her time travelling the world and the other who loves his sport and being closer to home.
Level 1
161-169 Baylis Street
Wagga Wagga NSW 2650
02 6921 1311
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.