Our
Leadership

Leading our way to success

Our leadership team gathers talents and experts to bring extensive experience in offering innovative, accessible advice solutions as well as licensee services for clients and advisors.

  • Polly Chan – Head of Client Services

  • Chuak Chan – Managing Director, Asset Management

  • Jonathan Christie – Managing Director, Australia

  • Shane Hawke – Head of Portfolio Advisory

  • Luke Moore – Chief Executive Officer

  • Dr Isaac Poole, CIMA® – Chief Investment Officer

Insights

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

  • Mega-cap tech stocks: is it time to get defensive?

    Mega-cap tech stocks: is it time to get defensive? | Ausbiz

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  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 5 June 2023

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  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 29 May 2023

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