Jon
Black
Jon has worked in private client, superannuation and funds management advisory since 1994 bringing a wealth of practical experience, knowledge and strategic insight to his clients.
Jon is a founding Partner at Oreana Private and has extensive experience in the delivery of specialist, timely and relevant wealth management strategies, structures and solutions to family groups, private and family-owned businesses, entrepreneurs and individuals.
Prior to joining Oreana, Jon was a Director at Grant Thornton’s Private Wealth practice advising family office and high net wealth clients on protecting and growing wealth. He also chaired the Grant Thornton Investment Committee which held responsibility for decisions relating to the acquisition, divestment and management of investments across client portfolios.
Jon is a Certified Financial Planner, CFP ®, a FINSIA Fellow, an Accredited Investment Fiduciary® and holds a Bachelor of Commerce degree from the University of Melbourne.
CFP, BCom, FFin, Dip FP
Insights
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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).