Local financial support business, Oracle Advisory Group, has deepened its commitment to the Hunter region, acquiring BellCorp and bringing well-known local Accountant, Jeff Bell, and his team into the organisation.
Bell will lead Oracle’s new accounting division in the Newcastle area.
Oracle Advisory Group, as a fully integrated investment and financial planning group, has been helping Newcastle and the Hunter region realise their financial potential since 1986 via Peter Durbin.
Oracle’s new accounting division allows Oracle to offer their clients a full range of accounting services for both individuals and businesses.
The additional services offered are Personal Accounting and Taxation, Bookkeeping, Business and Trust Accounting, Business Coaching and Advisory, SMSF Accounting and SMSF Audit.
Bell and his team have a loyal following of clients that extends across generations, with Bell having assisted them and their families with a full range of accounting services for both individuals and businesses.
“The decision to join the Oracle was centred around providing our clients with a broader range of services. We wanted to team up with a national brand who has strong ties to Newcastle, and the choice became obvious very quickly,” Jeff said.
“I found that our values aligned well with the client-centric mission of the Oracle, and the additional services that they offer complement exactly what our clients come to us looking for.
“We are now equipped to offer extensive advice across the parameters of financial planning, stock broking, lending, and insurances… not just taxation and accounting.
“The change is a positive one: allowing not just us as a business to grow, but also our clients to reach their financial and life goals more easily and in a much quicker time frame!”
Jeff and his team moved from the Junction location into the Oracle offices on 1 July 2021.
“Whilst we are excited to welcome a new office location in the heart of Charlestown, our clients should
know that the processes, people and experience that they receive will not change,” Jeff said.
IMAGE | Jeff Bell (pictured) and team join the Oracle Advisory Group.