Thomas Joseph

Oracle Advice

Gold
12 Yrs Experience
Melbourne, VIC 3000

Thomas has over 20 years’ experience in the financial services industry and has been providing tailored Risk advice to high-net-worth individuals, professionals and SMEs over the years. His experience is varied and includes several different roles in manufacturing, IT, Banking and Insurance.

Thomas completed his degree in Accounting and Finance in 2001 and completed the Fellow Chartered Financial Practitioner (FChFP) professional designation in 2017. He started his career as a management accountant for several multi-national companies and later transitioned to become a financial adviser as he enjoys helping people make good financial decisions.

Thomas is now serves as the Principal Risk adviser and Director at Oracle Advice, boutique advice practice located in the heart of Melbourne CBD on Collins St, specialising in the provision of personal and business insurance advice to individuals and businesses across Australia. Thomas has served in similar roles at AIA Malaysia, Royston Capital, NAB Financial Planning, MLC Advice, Bridges Financial Services and Findex as Business Protection Specialist and Senior Risk Adviser.

Thomas is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service

Expertise

  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2014
  • Years of experience 12
  • Highest qualifications
    • Bachelor of Arts (Accounting and Finance) (Honours)
    • Fellow Chartered Financial Practitioner (FChFP)
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Indonesian
    • Malay

Oracle Advice

Level 3, 257 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advocate Advisory Pty. Ltd.

AFSL 405576