Our Mission Statement is simple!
We will always ensure that we act in your best interests. Our promise to you is your peace of mind.
The team at Oracle FP has in excess of 20 years’ experience, which translated allows each and every one of our clients the peace of mind in knowing that as they carry on with their every day lifestyle, being Family and friends, there is working hard in the background a strategy in place to create and achieve the goals mapped out. This might be knocking the mortgage for six or having the funds required to make sure a well deserved and relaxing retirement is there to look forward to.
By taking this important first step we at Oracle FP will be working alongside you, partnering with you to help build your portfolio of assets, assisting you to reduce debt whilst ensuring you are using your tax dollars to assist in creating wealth for you and your family’s future.
Meet Our Team
As the founder of Oracle, he based it around two main principles; firstly, that there was a huge proportion of the population, (especially the blue collar working population), whom had no idea that; as he puts it, “You do not have to be rich to make money for yourself and your family”, and secondly, that “The client will always come first”.
After completing his degree, he decided to move towards the property asset market, and completed his full Real Estate license; enabling him to own and run his own business’s. During the course of his degree, he worked for a number of financial institutions, and concluded studies overseas in the Netherlands.
Charles has worked alongside some of Australia’s bigger financiers, builders and developers in which has given him the ability to collaborate a diverse set of skills across the frontiers of Oracle FP. Charles has dedicated himself to the management of the Oracle clientele and uses his unique abilities to grow and aid people in setting themselves up for success.
A people person with a sense of fun and genuine desire to help individuals, Ben is respected for his organisational skills and attention to detail.
He believes that “Buying or investing in property is a serious matter which requires great diligence, but it’s also about people and I believe the human element should never be undervalued.”
Living and growing up in the Bayside area has given Ben a unique insight and appreciation of everything that Melbourne can offer.
In his leisure hours Ben enjoys sharing time with family and friends entertaining and experiencing what the world has to offer.
On a personal note; Anita loves reading, food & wine, walking and bike riding, as well as taking care of her family!
Prior to joining Oracle FP, Emily lived in Cambridge, where she studied Business and Business Management.
After moving back to Melbourne, she worked with a few Financial Planning companies, then moved with us to Oracle FP, locking in her passion with the property and financial sector.
Having worked in nearly all aspects of this business, we’ve found Emily’s a big fan of organisation, with a spreadsheet for pretty much anything; both in her professional and personal life!
Cleo has been with us from the beginning, and is an experienced, professional and results focused member of the team. She manages our Assessors & Consultants, and has been highly successful at creating business opportunities.
Mhairi has proven to be a vital part of the Oracle FP team as Office Administrator.
Mhairi has excellent communication and customer service skills and works in a professional manner. You can always find her with a smile on her face, ready and available to help our clients here at Oracle FP.
Anne-Maree joined Oracle FP to expand her investment and property knowledge and to utilise her skills learnt from her banking experience. Her main role is to support our Operations Manager, as the business is constantly growing, and she is dedicated to look after and assist our clients in every way possible.
With 8 years within the Property & Construction sector, Clare has worked with Volume Builders, Owners Corporations and was a natural fit making the leap over to Oracle FP.
With her background in operations, administration & firsthand experience working directly with clients building & leasing their properties, Clare has developed a deep understanding of the full scope of what your investment project will go through.
Beyond the day to day at Oracle FP, you can find Clare hanging out in a cafe pondering whether to get the scrambled eggs & bacon or smashed avo.
Upon graduating, Seisia was offered a position in the corporate industry and after working within the events and marketing industry for 2.5 years, she decided to shift her career goals to align with her interests in the property and customer service industry, which brought her to Oracle FP as our friendly customer- focused Receptionist.
In her spare time, Seisia pursues her passions for photography and fitness as she maintains a strong work-life balance.
What We Do
We put you into contact with people that will help put together strategies that lead to;
- Tax Minimisation
- Debt reduction
- Self-Managed Superannuation Fund (SMSF) Structuring
- Retirement Planning
- Property Investment
From our initial first meeting, right the way through to the collaboration with many of our chosen partners, we offer you an unparalleled, understandable and most importantly; a trustworthy experience of solutions, which will put you on the right path to financial security.
We are client focused at all times, flexible in our approach and will endeavour to ensure we tailor every service to suit you.
With Oracle, we will be there to help you throughout every stage of the process and are always happy to offer guidance and support.
We sincerely hope that you select us as the vehicle you use for your own financially secure future.