Warren Fischer

Oracle Advisory Group

Silver
31 Yrs Experience
Taree, NSW 2430

Warren commenced as a financial adviser in 1993 and since then, has been assisting clients in our local region, with their financial planning needs for every stage of life. Warren is married to Maree, and they live in Old Bar enjoying beach side living.

Introduction

Warren holds an Associate Diploma of Business (Accounting), Advanced Diploma of Financial Planning, is a Certified Financial Planner (TM), an Accredited Aged Care Professional and a member of the Financial Planning Association of Australia.

Warren has met rigorous Professional Standards and adheres to the Principles of Integrity, Objectivity, Competence, Fairness, Diligence, Professionalism, Confidentiality and Compliance.

From his extensive experience in the financial services industry, assisting clients with their broad range of financial planning requirements, Warren has an ability to understand the client's needs from their perspective, and is able to develop solutions to suit their individual needs.

Warren can assist you with your personal financial needs with his vast knowledge of laws, options & opportunities

He will have the best plan available prepared for you.

You will only pay for the solutions you want

With his ongoing guidance you can enjoy a lifetime guidance & support

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 1993
  • Years of experience 31
  • Highest qualification
    • Associate Diploma of Business (Accounting)
  • Language spoken
    • English

Oracle Advisory Group

216 Victoria St
Taree, NSW 2430

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Oracle Advisory Group Pty. Ltd.

AFSL 540806