Oreana Partnerships, established in 2018, is a privately owned professional services business and an Australian Financial Services Licensee (AFSL) holder.
Operating as part of the broader Oreana group & led by a team of experienced financial services professionals, predominantly based in Sydney, it plays a key role within the group.
Our financial services journey began with the acquisition of NAB Private Wealth in Hong Kong in 2016, primarily serving Australian expatriate clients. Today, that business operates as Oreana Private Wealth and remains a valued client of Oreana Advice Partnerships. Currently, Oreana Advice Partnerships supports a network of over 100 advisers across 35 practices, delivering high-touch services to exceptional advice businesses within our network.
Our Brands
Oreana
Private Wealth
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Oreana Advice Partners
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Oreana
Group
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Ascalon
Capital
Learn MoreOur Trusted Partners in Financial Services
At Oreana Advice Partnerships, we take pride in collaborating with some of the most respected and innovative businesses in the financial services industry. Below, you can discover the exceptional firms we are proud to partner with.
Our Team
Jon Christie
Jonathan is the Managing Director of Oreana Financial Services, with over 22 years of banking and wealth management experience in the UK and Australia. He brings expertise in private banking, investments, superannuation, and financial planning to his role.
Belinda Barclay
Belinda is the General Manager, Advice & Governance at Oreana Partnerships, with over 20 years of experience in financial advice. She leads adviser support, ensures compliance, and drives operational effectiveness. Belinda holds a Bachelor of Economics and is a certified CFP.
Alyssa Doherty
Alyssa is Head of Operations at Oreana Partnerships. With deep industry experience, she gets things done. Strategy becomes practical outcomes, building frameworks that support growth, integration, and daily performance across complex businesses. She holds an MBA plus Bachelor of Financial Planning (Distinction).
Sally Bridgland
Sally brings over 23 years of people centred leadership experience to Oreana. She is passionate about supporting financial advice businesses through transformation by building strong capability, practical competency and aligned culture. Sally is a GAICD, holds DFP and Frontline Management accreditations.
Mark Tiller
Mark is the Advice Technology Manager at Oreana Partnerships, with over five years of experience in the advice technology space. He specialises in delivering financial planning solutions and expert Xplan support, ensuring technology aligns seamlessly with advice delivery. Mark focuses on optimising advice systems, enhancing efficiency, and providing responsive technical support.
Amy Vamvoukis
Amy is Oreana Partnerships Advice Practice and Innovation Lead. Amy holds a Diploma in Financial Planning along with 20 years industry experience. Previous roles range from Financial Paraplanner, to leading teams and projects within Product Distribution for large Financial Services organisations. Amy has a deep passion for driving exceptional outcomes for clients and helping them reach their potential.
Sandra Bernardo
Sandra Bernardo is the Quality Advice Manager with over 18 years’ experience in financial services, specialising in advice quality, remediation, and regulatory compliance. With a Bachelor of Economics and an Advanced Diploma in Financial Services, she leads adviser audits to uplift advice standards, strengthen risk frameworks, and drive consistently better client outcomes.
