Independent advice. Long-term relationships.
A considered approach to wealth and corporate advice.
Shared standards that guide every relationship.
Independent.
Not tied to proprietary products or investment mandates.
Personal.
Clients work directly with senior advisers.
Long-Term.
Relationships built over years, not transactions.
Experienced.
Guidance informed by decades in financial markets.
Tailored.
Advice shaped by individual circumstances.
Accessible.
Direct access to decision-makers.
Perspective that comes with Experience.
Advice shaped by decades in financial markets and tailored to individual circumstances.
A partnership built over decades.
1994–1996
Founding advisers begin their careers in Australian financial markets.
2009
Oracle Securities established in Perth, Western Australia.
2017
Oracle Capital Group formed with growth of corporate advisory alongside private wealth.
2020
Oracle Capital commences operations under its own wholesale AFSL.
Today
A partnership of experienced advisers servicing sophisticated private clients and companies.