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

  • Jonathan Christie – Managing Director, Australia

  • Shane Hawke – Head of Portfolio Advisory

  • 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.

  • Key Considerations When Investing

    Key Considerations When Investing

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  • China’s PMIs support the reopening narrative

    China’s PMIs support the reopening narrative| Ausbiz

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  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 6 February 2023

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