For Clients
Oreana Financial Services is a privately-owned business that provides licensing services to our network of Advisors. Our goal is to enable our advisors to provide quality advice to help you make more informed decisions about your wealth. Our advisors are highly qualified, experienced and work to the highest ethical and advice standards.
We understand that every client is different, with different opportunities, issues, and aspirations for their life. Financial advice should never be a ‘one size fits all’ solution. That’s why our network of advisors’ tailor their advice to your unique needs.
Oreana strive to continually improve the experience for our clients and have developed an advice framework to enables advisors to provide meaningful, relevant and timely advice to you.
Our Services
Our network of Advisors can provide advice and service in the following areas:
- Your future retirement funding needs
- Strategies for building wealth for your family’s future
- Constructing the right investment portfolio
- Saving for your children’s education
- Restructuring and consolidating your finances
- Managing your cash-flow and budget
- Insuring your family against personal risks
- Protecting your assets through trusts
- Issues and strategies for expatriates
- Estate planning and charitable giving
For more information on these Services and strategies please refer to the following information brochures:
For more information please contact us if you have any questions or comments. We welcome your feedback.
You can contact us on +61 3 9804 7113.
Insights
Read our latest insights to help you make better investment decisions and build stronger portfolios.
Melbourne
Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria, 3141
Australia
T +61 3 9804 7113
F +61 3 9804 8377
Please email your request to
info@oreanafinancial.com
Sydney
Level 3, 31 Alfred Street,
Sydney, NSW 2000
Australia
T +61 3 9804 7113
F +61 3 9804 8377
Please email your request to
info@oreanafinancial.com
Hong Kong
Suite 1002, 10th Floor
Cambridge House, Taikoo Place
979 King’s Road, Quarry Bay, Hong Kong
T +852 3185 0200
F +852 2110 0736
Please email your request to
info@oreanafinancial.com
A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).