Build long-term wealth with strategies for investing, saving and managing your cash flow.
Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.

We help you make confident financial decisions today, so you can enjoy a more secure tomorrow.
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Protect what matters most with insurance, estate planning and strategies for life's moments.
Plan for a comfortable retirement with personalised strategies for every stage of later life.

Our investment solutions are designed to help you build, protect and grow your wealth.
Discover our investment philosophy, meet our team and explore the strategies that help clients invest with confidence.

Expert lending advice to help you finance your next home, investment or business opportunity with confidence.
Our Lending Team
Meet the team making your funding desires a reality.
Finance your next home or investment property with tailored lending solutions.
Review your current loan and explore opportunities to reduce repayments or unlock equity.
Funding solutions to help your business grow or expand with finance tailored to your needs.
Understand how LMI can help you secure a home loan.

Expert accounting services and tailored advice to support your financial success and help your business thrive.
Tax returns, planning and advice tailored to your individual financial situation.
Accurate, reliable bookkeeping to keep your records organised and up to date.
Discover how we began and where we're going.
The principles that guide everything we do.
New South Wales
One of the fastest-growing parts of the city, and an exploding hub of residential, commercial, and recreational excitement, Paramatta locals are rightfully proud of their area. When you ask which financial planner Parramatta locals can trust, they will point you to Oracle Advisory Group.
We’re locals ourselves, loveour city and location, and have a unique understanding of the area, what motivates people, and where their best financial opportunities lie.
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Home loans, refinancing, and business lending arranged through our credit team.
Dean is a Financial Adviser at Count Wealth Newcastle. He has over 15 years’ experience in the Financial Services industry.
A universal understanding of a client’s affairs is always the first step in Dean’s financial advisory process, He is passionate about ensuring that a client’s personal objective is always the first item on his agenda. He specialises in SMSF, shares and margin lending.
Having been with Oracle Advisory Group since 2007, Count Wealth clients have long admired Dean for his ability to build strong client relationships with his down-to-earth approach to wealth management. “My job is helping people and that’s why I like it so much,” says Dean.
Ramiz Mohaia is a Financial Adviser at Count Wealth Parramatta. He has been working in the financial planning industry since 2012.
Ramiz’s journey in finance began with a strong academic background, earning his Master’s degree in financial planning from Western Sydney University. Since then, he has continually honed his skills and knowledge through ongoing education and professional development, staying abreast of the latest trends and strategies in the ever-evolving financial landscape.
Ramiz takes a comprehensive approach to financial planning, who enjoys working with clients one on one in assisting them achieve their goals with regular reviews. With an effective team of administration staff and specialists behind him, Ramiz looks to build long term relationships with a growing client base and provide excellent service. His motto is "Planning today for a prosperous tomorrow."
Outside work, Ramiz enjoys spending time with family and friends, playing sport such as soccer, volleyball, cricket, swimming, working out at the gym and mixed martial arts.
Munadir is a Financial Adviser at Count Wealth Parramatta. He has been in the financial services industry for over 10 years. He holds a Bachelor of Commerce Degree from the University of Wollongong, a Diploma in Financial Planning and has completed his postgraduate studies in Financial Planning with Kaplan Professional and hold a Graduate Diploma in Financial Planning.
Munadir is passionate about assisting his clients achieve their financial goals through sound financial advice and embarking on a journey together with them. He is constantly reviewing his clients’ financial strategies, to ensure they continue to meet their ongoing needs for the future.
Outside work, Munadir loves spending quality time with his beautiful wife Sajeda and their two lovely boys Shayyan and Shahraan. On the weekends, he looks forward to a beautiful day out at the beach or embarking on any thrill-seeking adventure with his family.
Thanh Le is a Financial Planning Associate at Count Wealth in the Parramatta office.
She started in the financial services industry in 2023, after a long career in architecture. Thanh assists the financial planning team in helping clients achieve their financial goals.
She holds a Master of Architecture/Financial Planning postgraduate with an entrepreneurial spirit, inspired by her business-oriented family. Thanh specialises in design, interpersonal communication with internal & external stakeholders, problem-solving and project management. She was honoured to be named a National Top 5 Finalist for the 2022 AMP University Challenge in Financial Planning.
Outside work, Thanh is a big music enthusiast. She has been performing in a few informal events at workplaces and actively joining music jam sessions with friends and colleagues.
David is a Financial Adviser at Count Wealth Parramatta. For over 25 years, David has been helping clients take positive steps towards creating a successful financial future.
David specialises in superannuation, retirement planning, wealth creation and wealth protection advice.
utside work, David enjoys regularly going to the gym and playing golf with friends.
Level 5
55 Phillip Street
Parramatta NSW 2150
1300 550 990
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
Enquire today to see how we can help.