Shaping the future
of financial advice
Oreana Partnerships is transforming financial advisory practices through advanced technology and strategic expertise—delivering growth, streamlining operations, and enhancing client outcomes in an ever-evolving landscape.
Oreana Partnerships is shaping the future of advice practices by driving growth and profitability through cutting-edge services including strategic technology adoption and resource optimisation.
We believe future-ready businesses will leverage sustainable technologies, including AI and automation, to enhance efficiency, deliver high-quality advice, and strengthen client relationships. Our vision is for agile practices that evolve with changing regulations, market dynamics, and client needs, ensuring long-term success through continuous improvement.
We collaborate with firms by offering a comprehensive suite of high-quality professional services, including AFSL licensing, specialised practice support, and equity participation.
Professional & AFSL Services
Our licensee partnership
The Business partner for experienced advisors looking to build profitable advice businesses for the long term, with the right advice infrastructure, services, and practice capabilities to deliver high-quality outcomes for your clients.
Equity Partnership
Our partners
Our aim is to establish a leading professional advisory group by partnering with business principals through equity participation, fostering the achievement of their business goals and aspirations while consistently delivering exceptional outcomes for clients.