Advice Partnerships for Advisors
We are the boutique licensee partner for experienced professionals looking to grow, adapt and facilitate real operational efficiencies within their business.
Why partner with us
We have developed an advice framework that enables meaningful, relevant and timely advice with a common-sense approach to compliance.
We have sourced market leading advice capabilities to support your day-to-day business.
We embrace technology to facilitate ‘real’ operational efficiencies in advice delivery and customer relationship management.
Our depth of research and investment capabilities across all products, asset classes and structures enable you to provide the best possible advice.
We have a flat management structure. You will connect with key people in the business, allowing important decisions to be made efficiently.
We have a dedicated Transition Expert to project manage the change of Licensee into Oreana, to ensure a seamless experience every step of the way.
We have partnered with a number of specialist partners to source quality Licensee services. These services include:
- Market leading technical support and education services
- Compliance oversight and monitoring
- Comprehensive industry, governance and regulatory advice or support
- Financial planning tools and software
- A community of likeminded advice practices to enable networking and professional development
- Investment Research Capability
We have also formed third party strategic partnerships to provide you with access to market competitive services which will complement our existing capabilities and enable you to run your business effectively.
At the heart of every advice business is the advice framework in which it operates. At Oreana we have undertaken an extensive review of how to improve the advice environment we operate in and how we embrace technology to do so. As a newly formed Licensee we are in a unique position to create a framework and utilise technology without any constraints.
We believe the following principles underpin our approach to an effective and efficient advice framework.
We have partnered with OPEX who provides a comprehensive range of XPLAN capabilities and services, enabling us to maximise our use of XPLAN. We have constructed a set of advice tools as shown below which range from Fact Finding, to Modelling, to fully coded advice and regulatory documents. Our approach to advice is simple, efficient and relevant. We are committed to continually improving and enhancing this capability as we consult with our Licensee practices ongoing. For more information on OPEX please click here.
True Customer Relationship Management
At Oreana we believe having access to the right client data will support advisors to provide a superior client experience whilst meeting their best interest obligations. We have sourced and implemented software through Xeppo which connects data across accounting, banking, finance and wealth to enable advisors to understand the whole client picture. It is the primary staff portal and for the first time, the client will have a single login to get comprehensive easy access to all of their financial information. For more information click here.
Research Investment Capability
Our investment offering centres around the Oreana Investment Committee’s (‘OIC’) speed of decision making, enabling us to bring well researched investment solutions to our advisors and clients quickly.
The OIC has a responsibility in product selection and approval leveraging the expertise of Morningstar research across platforms, investments, superannuations, and insurance products.
At Oreana we are committed to an open architecture philosophy which considers product features and benefits, best of interest of clients and the risk profiles of the businesses. Outlined below is the depth of our research and product offering.
The quality of advisors and support staff is critical for every advice business. Through our Core Licensee Package, you can access a variety of educational and professional development programs which meet the needs of your business.
Oreana has been operating in Asia for over 15 years and can license advisors to access our advice, investment and product capabilities in this region.
What does this mean for you?
- Provides you access to our Specialist Expatriate & Australian Significant Investor Visas Services
- Access investment for your Australian clients that cannot be accessed in the Australian market
- Invest your client’s funds in different currencies
- Access an investment platform with consolidated reporting, online access by advisors and clients
- Access to attractive margin loan terms
We have partnered with a number of specialist partners to source quality Licensee services. These services include:
Inspire Financial Solutions
Inspire Financial Solutions has been working with clients in Adelaide and South Australia for over 25 years. Our approach is know each and every client at a personal level to help achieve the best financial and individual outcomes.
We believe that clients need to clearly understand where they are heading and why. We ensure each client has a clear roadmap to achieve their goals. Our commitment to act honestly, ethically and with integrity are values which will deliver you peace of mind, security and knowledge that your future is financially rewarding. Our fee for service approach reflects this honest and fair outlook. Any work or service we provide is priced up-front. Unlike many other financial planning firms, our fee is not based on the amount of money you invest, income derived or commissions, this means we won’t discriminate based on your wealth.
Astier specialises in providing strategic advice to Executives, Professionals, Business Owners and Retirees. Our range of services and advice are tailored to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and retirement needs.
We aim to bring a personalised approach to your wealth management. Our team brings years of investment and financial planning experience to cater to your personal financial circumstances. Our experience offers a unique insight to help you evaluate the opportunities of tomorrow.
Astier, helping you catalyse your wealth.
Adams Orbell McGrath Partners Private Wealth
Adams Orbell McGrath Partners Private Wealth (in current and previous form) has been providing wealth management advice to aspirational individuals and family groups for more than 20 years.
We specialise in providing advice to Family Groups, Executives, Professionals, Expatriates, Business Owners and Retirees. Our range of services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and/or retirement needs.
AKW Financial Services
Alphington Private Wealth
Alphington Private Wealth is simply focussed on helping clients to identify, achieve and maintain their desired lifestyle without the fear of ever running out of money or dying with too much.
We do this by wearing three hats:
- Life Planner – focused on where you are now, how you got there, and more importantly where do you want to get to in the next 5, 10 or 20 years.
- Financial Planner – focus on identifying all your current resources, future resources and what resources you might need to satisfy your plan. We can then build out a comprehensive financial plan.
- Financial Adviser – this hat is focussed on identifying if any financial products are needed to satisfy the needs of your financial plan and identifying and implementing these to achieve your goals.
Austins Financial Solutions
Battistella Financial Services
Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services appreciate our commitment to ensure no stone is left unturned in our endeavour to structure their financial planning affairs in the optimum manner at all times.
Best Life Financial Planning
Best Life Financial Planning is a small, family-run business started in 2017 by husband and wife team Mark and Marissa Agnew. They set out with the vision to inspire their community to live their best life.
“We want to be central to supporting our clients achieving their lifestyle goals and aspirations, including family, travel, health, and finances. We also want to continue to innovate and grow in the ways we operate and service our clients and the broader community.”
Calibre Private Wealth Advisers
Financial leadership and peace of mind for successful professionals, business owners and their families.
Cerulean Wealth Advisers
“It’s not just about the money – it’s about what makes life worth living”
We firmly believe that money is a vehicle for doing the things that make life worth living.
After all, life is so much more enjoyable if you don’t have to worry about money. We have learnt the key to living a fulfilled life is to take control of your cash so that it doesn’t control you.
It’s about understanding your needs and desires and getting your money to work for you – so that your happiness isn’t at the mercy of your paycheck.
We’ve been dispensing the same philosophy for three decades:
- Work out what is really important to you
- Get finance smart
- Stay ahead of the game
Then you can live life on your terms.
Coastline Private Wealth
At Coastline Private Wealth we help you get your financial affairs in order giving you time to focus on what matters most. If you would like to find out how we can help you, please visit our website or contact us on 08 6380 0600.
East Private Wealth
Eclipse Wealth Management
Eclipse Wealth Management specialises in helping clients identify what they want to achieve in life, and partnering with them to ensure they succeed on this journey.
Integra Financial Services
Insight Financial Advisers
Since our establishment in 1985, we have focussed on providing a personalised and trusted service to help our clients realise their financial goals and enhance their lifestyle.
While our office is situated on the Gold Coast our ability to service clients is not limited to a physical location; we have built a network of clients across the whole country and overseas. We work predominantly with pre-retirees and retirees by helping them articulate their financial goals, creating and implementing a clear plan of action towards achieving those goals, and ensuring the plan is continually reviewed to secure a regular income throughout retirement with enough capital for life.
Key Choice Financial Solutions
We’re focused on meeting you where you are at, then building a personalized and holistic wealth strategy from there.
We develop long-term solutions that provide sustainable protection, security and wealth, and we believe that everyone deserves choice so whatever your needs, we’re flexible, and we find a solution that is tailor made for you.
Kings Park Securities
Kings Park Securities is a privately owned boutique wealth management firm that has been providing financial advisory and direct investment management services to both private and business clients throughout Australia for over 30 years.
Our practice prides itself on providing a high level of service and specialist advice that is individually tailored to achieving your specific lifestyle goals and objectives.
Lifeplan Strategic Solutions
Lorrequer Wealth & Advisory
At Lorrequer Wealth & Advisory, we take a detailed and tailored approach to advice. Each client is different and we take pride in knowing our clients and their needs in detail, creating bespoke solutions that enhance their lives. Our advisory firm offers clients a complete range of financial solutions under the one umbrella, focusing on wealth creation, retirement and taxation strategies, personal insurances and estate planning.
We are the trusted partner to our clients, the firm they can rely on to enable them to prosper. We provide direct recommendations to consistently improve financial outcomes for clients, but also importantly, provide support and administration to make client’s lives simpler. We want clients to enjoy the benefits of their hard work and to be able to live the lives they desire.
Lorrequer Wealth & Advisory has always been ahead of the curve in the nature of the advice and solutions we recommend, providing transparency for clients and ensure the client’s best interests are the priority at every turn. We will always have this culture at the core of everything we do. We’re here to help.
Lux Financial Planning
MR Toal Investment Services
MR Toal Investment Services is a second generation Financial Planning Business founded in 1983. We understand that financial security provides the ‘Peace of Mind’ to get on with those things most important to you and help you guide your future wealth.
We aim to simplify the complicated so that you are able to make an informed decision for your future.
Murphy Hill Private Wealth
Helping you achieve financial security is our goal at Murphy Hill, so you can get on with the important business of enjoying life.
Whether you are working hard to build wealth or wanting to get the most out of what you have accumulated, it is our personal touch that makes all the difference. We take the time to get to know you, so we can tailor a plan to ensure you meet your financial goals now and into the future.
We understand life is busy. As well as helping you develop a clear plan for managing your wealth and being a sounding board for other financial matters, we will also provide the accountability you need to stick to the path.
We are committed to partnering with you to build your personal wealth. With decades of experience, servicing rural and regional clients across New South Wales, you know you can depend on Murphy Hill.
Platinum Investment Advisory
Platinum Investment Advisory is a boutique firm located in Brisbane CBD catering to high net worth clients. With over 50 years’ combined experience within our team, we specialise in investment advice, superannuation and retirement planning, direct equities, self-managed superannuation funds and personal risk protection.
Pollock Financial Planning
Pollock Financial Planning specialises in providing advice to Professionals, Families, Business Owners and Retirees. Our range of services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and/or retirement needs.
Pursuit Private Wealth
Pursuit Private Wealth provide financial planning services to Melbourne’s South East corridor and Gippsland region with office locations in Melbourne and Berwick. We specialise in Wealth Creation, Strategic Advice, Portfolio Management and Asset Protection and have expert knowledge in the areas of Trust and Self-Managed Superannuation Strategies and Investing.
At PRP Advisers, we are committed to helping you manage all of your financial needs, no matter how complex. Your financial security and understanding are our priority. Our advisers are here to help you take the right steps to maximise your money, so you can relax and focus on the things in life that matter to you most, like spending time with loved ones.
We are passionate about helping clients maximise their financial goals.
We are clear and straight to the point with very little jargon to help clients quickly understand their options. We continually strive to build a better client experience through our passion to genuinely help others.
With trust, personalised service & a unique team approach, we will stand by our clients giving true peace of mind, knowledge & empowerment. We want to do business with people that believe what we believe. Everything we do we believe in challenging the “norm”, we believe in thinking differently.
Offering a service that is friendly & simple, but with impact.
So why Scion Advice?
A Scion is a young shoot, or the twig of a plant that will contain the desired genes to be duplicated in future production. It is therefore the joining of 2 parts to help with future growth and strengthening of the species. So in the case of our clients and our practice, it’s the unique forming and strengthening of our partnership with our clients to assist and build a more stable and fruitful financial future.
Scion is also described as the cascading of wealth through the family, from generation to generation.
SEA Financial Group
Established in 2003, SEA Financial Group provides advice to hundreds of Australian families like yours. Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a SEA Financial Adviser is crucial in helping you achieve your financial goals by developing a strategy specifically for you.
SEA stands for sustainable, ethical and aspirational – so you can rest assured that your financial decisions will always have a positive impact, no matter how complex. Our advisers are passionate, driven and prepared to work hard to give you the best possible financial advice.
Sinclair Financial Group
Sinclair Financial Group is a privately owned and full-service financial planning firm. Our quality financial strategies will help you to achieve your goals for wealth creation and in pre and post retirement.
- We operate without bias and in your best interests.
- We make your life simple.
- We act with integrity, openness and transparency.
- We keep you up-to-date and make ourselves available when you need us.
- There is no one-size-fits-all approach; you are unique so the advice we offer will always be unique to you.
We have the experience to adapt and change as our world changes, ensuring you are in the best position for life.
Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.
Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.
And with unique industry-wide perspective, our insight and guidance enable our clients to build on their assets and create successful financial returns.
Willow Financial Services
Experience the difference of quality financial advice and solutions.
At Willow Financial Services we offer a personalised, professional service that is crafted to your needs. Our expert dependable financial advice and solutions help to secure your financial future, so you can spend your time focused on what’s most important to you.In delivering quality financial solutions and advice, we have helped both individuals and families reach their lifestyle goals and businesses reach their commercial objectives faster and more effectively.
Affinitas Capital is a Wealth Advisory business designed for young professionals and high net wealth individuals. We understand that each investor is different and requires individual attention, and it is this deep understanding that enables us to develop a tailored solution for each client. Not only do we build relationships with our clients, but we work with professional partners such as accountants, solicitors and bankers where appropriate to provide the best outcome for our clients.
Contact us now to discuss partnering with us
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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).