Oreana Advice 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
Private
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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 Executive Manager 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
Head of Operations at Oreana Partnerships, has over 20 years’ experience in financial services management. She leverages extensive experience and qualifications to identify and deliver strategic initiatives fostering operational excellence and process innovation
Amy Hatch
Amy is Oreana Partnerships Technology Delivery Manager, with over six years of experience in technology enablement. She develops and implements tech strategies, translating business needs into actionable solutions, while delivering training and consulting on AdviceTech, business intelligence, and AI tools.
Shelley Hurley
Shelley is the Advice Quality and Coaching Manager at Oreana Partnerships, with nearly 20 years of experience in financial services compliance. She oversees the Oreana Compliance and Remediation program, ensuring regulatory obligations are met and driving improvements in business processes for optimal client outcomes.
Jessica Banoford
Jess is the Advice Delivery Manager at Oreana Partnerships, with over a decade of experience in financial services and business ownership. She provides practical support, focusing on business growth, efficiency, and maintaining high client service standards through strong communication.
Businesses in our network
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.
