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.

Why Oreana

  • 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

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Insights

All Insights

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

  • What does US jobs data mean for its economy? | Ausbiz

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  • ‘Difficult to escape’ the data showing that the economy is slowing, says financial services company | CNBC

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  • Oreana’s Poole on Markets, Strategy | Bloomberg

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A Licensed Financial Firm

In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563). 

In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).

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