David Nimmo

Oracle Advisory Group

Silver
28 Yrs Experience
Sydney, NSW 2000
For over 20 years I’ve been helping small business owners and executives, like myself, to take positive steps towards their successful financial future. My clients range from time-poor small business owners to executives of nationally run corporations. I visit my clients at their office, home or via Skype and discuss their aspirations. By understanding their goals I can focus on what’s right for them and create a plan to help them get where they want to be financially. I specialise in superannuation and retirement planning, wealth creation strategies, investments, wealth protection and business insurance. Contact me on 1300 884 057 if you would like to know more about how I can help you and your business to achieve your goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Oracle Advisory Group

Polding House, 276 Pitt St
Sydney, NSW 2000

Licensed by

Oracle Investment Management Pty Ltd

AFSL 430574

4.95
7 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"David was a professional at every stage of the process from educating myself to implementation of strategies discussed."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"pleasant and very professional"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"helped me get back on track to maximise my retirement benefits."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is a professional with strong industry knowledge."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"simple and easy to understand advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David provided me with comfort about investing and made it simple to understand."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"trustworthy and reliable"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2004

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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