Laura
Peressini

Laura is a founding Partner and Senior Advisor at Oreana Private and has been involved in the Financial Services Industry since 2003.

Laura’s expertise lies within superannuation and retirement strategies, strategic wealth advice, risk and asset protection, securities and managed investments.

Laura connects with her clients and works closely with them to understand and determine what it is they are most focused on achieving in life, their goals and future aspirations. She draws on her knowledge and expertise to develop a strategic plan that will ensure they will accomplish these goals by implementing a suitable investment portfolio and strategy, that is continually monitored and reviewed. She has a high level of engagement with her clients which ensures they remain on track to achieving what is most important, and gives them confidence they have the right level of support on their journey.

Prior to joining Oreana Laura was a Director at Grant Thornton’s Private Wealth practice where she advised high net wealth clients and families on protecting and growing wealth. Her previous experience with BDO Private Wealth and Bentleys MRI, where she advised sophisticated clients on superannuation and retirement planning underpins her strategic approach to private wealth advisory.

Laura is a Certified Financial Planner, CFP ®, has an Advanced Diploma in Financial Planning and holds a Bachelor of Finance degree from La Trobe University.

Insights

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

  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 8 August 2022

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  • Bitesize Portfolio Advisory Insights

    Bitesize Insights – Australian house prices – what goes up must come down?

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  • Bitesize Asset Allocation Review

    Protected: Bitesize Asset Allocation Review – July 2022

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