The value of great advice

Our advisors are valuable assets to our success. They are knowledgeable, skillful, experienced and most important of all, they put our clients in the first place by being attentive and working to understand their individual needs.

Reach out today for a chat about your needs and how you can reach your financial goals.

  • Jon Black – Partner

  • Shirley Chang – Senior Wealth Advisor

  • Matthew Jones – Senior Wealth Advisor

  • Joanne Kenderes – Partner

  • Craig Lasby – Senior Wealth Advisor

  • Jean Lim – Senior Wealth Advisor

  • Andre Mudigdo – Senior Wealth Advisor

  • Floriana Ng – Senior Wealth Advisor

  • Laura Peressini – Partner

  • Nicholas Woodward – Senior Wealth Advisor

  • Monica Yiu – Senior Wealth Advisor

  • William Chong – Senior Wealth Advisor


Read our latest insights to help you make better investment decisions and build stronger portfolios.

  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 26 September 2022

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  • Isaac's investment strategy

    Isaac’s investment strategy | Ausbiz

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  • Fade the Fed: Why it's time to buy bonds and hold equities

    Fade the Fed: Why it’s time to buy bonds and hold equities | Livewire Markets

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