Advice Partnerships

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Oreana Advice Partnerships prides itself on delivering high-quality professional services to advisers and their teams.
Oreana partners with experienced advisors looking to build profitable advice businesses for the long term, through appropriate and well researched advice infrastructure, services and practice capabilities.

As an Australian Financial Services Licence (AFSL) holder, we are the licensee of choice for financial advisers, dedicated to upholding the highest standards of professionalism, compliance, technology, and client-focused service.

Capable Team

Our team brings a wealth of experience across various sectors, including managing advice businesses, leading strategic operations, and providing compliance and technology support. We are dedicated to connecting you with like-minded businesses that are focused on achieving similar key outcomes and fostering a collaborative environment for shared success.

Common sense compliance

Effective risk management is at the heart of every AFSL, and Oreana Advice Partnerships is dedicated to maintaining robust systems and processes that not only meet but exceed regulatory requirements.

We also collaborate with trusted partners, Assured Support and Principals Community, to ensure our governance standards are continuously enhanced. These partnerships help our network deliver advice that is both compliant and grounded in common sense.

AFSL Services

Supporting your Business in the expected AFSL services. Compliance, APLs and CE Points and annual attestations ensure your Business is running in alignment with ASIC and other regulatory guidelines.

Technology & Innovation

Oreana Advice Partnerships is committed to staying at the forefront of technology advancements. Our dedicated technology consultant collaborates with advice specialists to research and identify how emerging technologies can enhance the efficiency of the advice framework.

We work closely with our key technology partners, including industry leaders IRESS and Microsoft, to ensure seamless integration and innovation within the advice space

Investment & Approved Product List

The Oreana Investment Committee (OIC) focus is on efficient decision-making, allowing us to deliver well-researched investment solutions to our advisers and clients swiftly. The OIC is responsible for selecting and approving products, drawing on the expertise of Morningstar and Lonsec to evaluate platforms, investments, superannuation, and insurance products.

Advice Delivery

The Advice you deliver to clients must be compliant, efficient and cost effective. We can support your business goals when it comes to process, technology and compliant advice.

Training, PY and Education

Supporting your teams development via Professional Year, we offer a range of webinars and group led discussions to bring the cohort together. This is to enable connectivity, support their training, growth and development and to nurture your staffs PY experience. Beyond that we offer webinars and a range of training opportunities to support your professional development, as well as support your professional CPD requirements.

Strategic Partnerships

Oreana has formal partnerships in place with leading providers. These partners provide a range of specialty programs and CPD approved education sessions.
We also collaborate closely with our advice stakeholders to provide timely research, compliance support, and technology solutions, all backed by a robust governance framework.

Operational excellence

At Oreana Advice Partnerships, our team brings a wealth of experience across various sectors, including managing advice businesses, leading strategic operations, and providing compliance and technology support. We are dedicated to connecting you with like-minded businesses that are focused on achieving similar key outcomes, fostering a collaborative environment for shared success.

Analytics & Benchmarking

At Oreana Advice Partnerships, we conduct an annual benchmarking exercise to gather valuable insights that support our network in multiple ways:

  • Facilitating meaningful discussions between Oreana and each practice every six weeks
  • Connecting you with businesses in the network that share synergies
  • Guiding the design of our education and development programs
  • Offering benchmarking data across the Oreana community for continuous improvement

Contact Us

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