Joanne is a founding Partner at Oreana Private. She has more than 25 years’ experience in the finance and investment industry.
She also has more than 15 years advising clients on strategies to build and protect their wealth and assist in wealth transfer to the next generation. Joanne specialises in constructing and managing personalised portfolios for clients.
Prior to joining Oreana, Joanne established the Sydney practice of Grant Thornton Private Wealth in 2016 after more than 10 years advising clients at Macquarie Bank and Goldman Sachs JBWere. She previously held roles in funds management at Perpetual and Colonial First State, both in Sydney and London.
Joanne is a Certified Financial Planner, holds a Bachelor of Business – Finance (Distinction) from the University of Technology, Sydney and a Diploma of Financial Markets from Finsia.
CFP, BBus ADFP
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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).