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.

  • Belinda Barclay – Head of Advice

  • Poly Chan – Head of Client Services

  • Jonathan Christie – Managing Director, Australia

  • Shane Hawke – Head of Portfolio Advisory

  • Flemming Helbo – Managing Director, Financial Services, Asia

  • Luke Moore – Chief Executive Officer

  • Dr Isaac Poole, CIMA® – Chief Investment Officer


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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