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
Learn More
Oreana
Private
Learn More
Oreana
Group
Learn More
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
Alyssa is Head of Operations at Oreana Partnerships. MBA qualified with over 20 years’ experience in financial services enables her to identify and deliver operational strategy within frameworks that support commercial objectives and ensure business outcomes.
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.
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.
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.
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.
