With over 20 years’ experience in financial advisory and investment management roles, Jean is a dedicated and experienced financial services professional.
Over her career, Jean has developed a comprehensive skillset focused on providing strategic financial planning services to High Net Worth clients and business owners. Jean takes a consultative approach with clients to understand their financial needs and objectives which she uses to design, implement and manage personalised financial planning solutions.
Prior to joining Oreana Jean held senior roles at a number of top tier international and Hong Kong local wealth management and investment firms. At these firms, Jean consistently ranked among the top Advisors and has received numerous awards over her career.
Before joining the financial services industry, Jean worked as a software engineer and product marketing manager in various leading tech companies in Hong Kong and the United States.
Jean is a Certified Financial Planner CFP, the highest level of financial planning qualification worldwide, holds a Bachelor of Arts in Computer Science from University of Washington and a has an MBA from Seattle University in Seattle, Washington, USA.
Technical Representative (Broker) License No.: IA9398
SFC CE No.: AIJ105
CFP No.: CFPHK02010
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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).