Oracle Capital is a leading financial services firm in Australia, specialising in wealth creation strategies for high net worth investors. With a focus on integrated administration systems for investment portfolios, Oracle Capital offers innovative and transformational corporate solutions to connect high quality shareholders to lucrative investment opportunities. The team at Oracle Capital is led by James, a highly qualified professional with a Bachelor of Commerce in Finance and Economics, and Margot, a seasoned expert with 20 years of experience in the financial services industry.
James brings a wealth of knowledge and expertise to Oracle Capital, having previously interned at Argonaut in its Equity Research department and worked as a part-time tutor and research assistant at the University of Western Australia. Margot’s extensive experience in wealth management firms in Western Australia and Victoria has equipped her with specialist skills in administration, office management, corporate placements, portfolio management, financial planning, and managed funds administration. Together, James and Margot lead Oracle Capital in providing tailored wealth creation strategies and top-notch financial services to their discerning clientele.
With a strong emphasis on personalized service and a commitment to excellence, Oracle Capital prides itself on delivering exceptional results for its clients. By leveraging their expertise and industry knowledge, Oracle Capital aims to help high net worth investors achieve their financial goals and secure their financial future through strategic investment solutions and innovative corporate strategies.