PARTNERSHIPS

PARTNERSHIPS

Home 5 Partnerships

Advice Partnerships for Advisors

We are the boutique licensee partner for experienced professionals looking to grow, adapt and facilitate real operational efficiencies within their business.

Why Partner with Us

We have a clean license, are autonomous, and don’t no rebates or shelf fees.

We have developed an advice framework that enables meaningful, relevant and timely advice with a common-sense approach to compliance.

We have sourced market leading advice capabilities to support your business day to day.

We embrace technology to facilitate ‘real’ operational efficiencies in advice delivery and customer relationship management

Our depth of research & investment capabilities across all products, asset classes and structures enable you to provide the best possible advice.

We have a flat management structure, where you talk with decision makers which allows to be nimble and effective.

Explore Our Licensee Offer

We have partnered with a number of specialist partners to source quality Licensee services. These services include:

  • Market leading technical support and education services
  • Compliance oversight & monitoring
  • Comprehensive industry, governance & regulatory advice / support
  • Financial planning tools & software
  • A community of likeminded advice practices to enable networking and professional development
  • Investment Research Capability

 

We have also formed third party strategic partnerships to provide you access to market competitive services which will complement our existing capabilities and enable you to run your business effectively.

At the heart of every advice business is the advice framework in which it operates. At Oreana we have undertaken an extensive review of how to improve the advice environment we operate in and how we embrace technology to do so. As a newly formed Licensee we are in a unique position to create a framework and utilise technology without any constraints.

We believe the following principles underpin our approach to an effective and efficient advice framework.

 

We have partnered with OPEX who provide a comprehensive range of XPLAN capabilities and services to enable us to maximise our use of XPLAN. We have constructed a set of advice tools as shown below which range from a Fact Find, to Modelling, to fully coded advice and regulatory documents. Our approach to advice is simple, efficient and relevant. We are committed to continually improve and enhance this capability as we consult with our Licensee practices ongoing. For more information on OPEX please click here.

 

True Customer Relationship Management

Oreana believe having access to the right client data will support advisors to provide a superior client experience whilst meeting their best interest obligations. We have sourced and implemented software through Xeppo which connects data across accounting, banking, finance and wealth to enable advisors to understand the whole client picture. It is the primary staff portal and for the first time, the client will have a single login to get comprehensive easy access to their all their financial information. For more information click here.

Our Investment offering centres around the Oreana Investment Committee’s (‘OIC’) speed of decision making enabling us to bring well researched investment solutions to our advisors and clients quickly.

The OIC have responsibility for product selection and approval leveraging the expertise of Morningstar research across platform, investment, superannuation, and insurance products.

Oreana are committed to an open architecture philosophy which considers product features and benefits, best of interest of clients and the risk profile of the business.  Outlined below is the depth of our research and product offering.

The quality of Advisors and support staff is critical for every advice business. Through our Core Licensee Package, you can access a variety of educational and professional development programs which meet the needs of your business.

 

Oreana have been operating in Asia for over 15 years and can license advisors to access our advice, investment & product capabilities in this region.

 

What does this mean for you?

 

  • Provides you access to our Specialist Expatriate & Australian Significant Investor Visas Services
  • Access investment for your Australian clients that cannot be accessed in the Australian market
  • Invest your client’s funds in different currencies
  • Access an investment platform with consolidated reporting, online access by advisors and clients
  • Access to attractive margin loan terms

Adams Orbell McGrath Partners Private Wealth

Adams Orbell McGrath Partners Private Wealth (in current and previous form) has been providing wealth management advice to aspirational individuals and family groups for more than 20 years.

We specialise in providing advice to Family Groups, Executives, Professionals, Expatriates, Business Owners and Retirees. Our range of services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and/or retirement needs.

https://news.partnerspw.com.au/


Alphington Private Wealth

Alphington Private Wealth is simply focussed on helping clients to identify, achieve and maintain their desired lifestyle without the fear of ever running out of money or dying with too much.

We do this by wearing three hats:

  1. Life Planner – focused on where you are now, how you got there, and more importantly where do you want to get to in the next 5, 10 or 20 years.
  2. Financial Planner – focus on identifying all your current resources, future resources and what resources you might need to satisfy your plan. We can then build out a comprehensive financial plan.
  3. Financial Adviser – this hat is focussed on identifying if any financial products are needed to satisfy the needs of your financial plan and identifying and implementing these to achieve your goals.

https://www.alphingtonprivate.com.au/


Austins Financial Solutions

https://www.austinsfs.com.au/


Battistella Financial Services

Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services appreciate our commitment to ensure no stone is left unturned in our endeavour to structure their financial planning affairs in the optimum manner at all times.

https://www.battistellafs.com.au/


Best Life Financial Planning

Best Life Financial Planning is a small, family-run business started in 2017 by husband and wife team Mark and Marissa Agnew. They set out with the vision to inspire their community to live their best life.

“We want to be central to supporting our clients achieving their lifestyle goals and aspirations, including family, travel, health, and finances. We also want to continue to innovate and grow in the ways we operate and service our clients and the broader community.”

https://www.bestlifefinancialplanning.com.au/


Calibre Private Wealth Advisers

Financial leadership and peace of mind for successful professionals, business owners and their families.

https://calibrepw.com.au/


Cerulean Wealth Advisers

“It’s not just about the money – it’s about what makes life worth living”

We firmly believe that money is a vehicle for doing the things that make life worth living.

After all, life is so much more enjoyable if you don’t have to worry about money. We have learnt the key to living a fulfilled life is to take control of your cash so that it doesn’t control you.

It’s about understanding your needs and desires and getting your money to work for you – so that your happiness isn’t at the mercy of your paycheck.

We’ve been dispensing the same philosophy for three decades:

  1. Work out what is really important to you
  2. Get finance smart
  3. Stay ahead of the game

Then you can live life on your terms.

https://ceruleanwealth.com.au/


Coastline Private Wealth

At Coastline Private Wealth we help you get your financial affairs in order giving you time to focus on what matters most. If you would like to find out how we can help you, please visit our website or contact us on 08 6380 0600.

https://www.coastlinepw.com.au/


East Private Wealth

https://www.eastprivate.com.au/


Eclipse Wealth Management

Eclipse Wealth Management specialises in helping clients identify what they want to achieve in life, and partnering with them to ensure they succeed on this journey.

https://eclipsewm.com.au/


Integra Financial Services

http://www.integranet.com.au/


Key Choice Financial Solutions

We’re focused on meeting you where you are at, then building a personalized and holistic wealth strategy from there.

We develop long-term solutions that provide sustainable protection, security and wealth, and we believe that everyone deserves choice so whatever your needs, we’re flexible, and we find a solution that is tailor made for you.

http://www.financialplanning.net.au/


Kings Park Securities

Kings Park Securities is a privately owned boutique wealth management firm that has been providing financial advisory and direct investment management services to both private and business clients throughout Australia for over 30 years.

Our practice prides itself on providing a high level of service and specialist advice that is individually tailored to achieving your specific lifestyle goals and objectives.

https://kingsparksecurities.com.au/


Lifeplan Strategic Solutions

https://lifeplanss.com.au/


Lorrequer Wealth & Advisory

At Lorrequer Wealth & Advisory, we take a detailed and tailored approach to advice. Each client is different and we take pride in knowing our clients and their needs in detail, creating bespoke solutions that enhance their lives. Our advisory firm offers clients a complete range of financial solutions under the one umbrella, focusing on wealth creation, retirement and taxation strategies, personal insurances and estate planning.

We are the trusted partner to our clients, the firm they can rely on to enable them to prosper. We provide direct recommendations to consistently improve financial outcomes for clients, but also importantly, provide support and administration to make client’s lives simpler. We want clients to enjoy the benefits of their hard work and to be able to live the lives they desire.

Lorrequer Wealth & Advisory has always been ahead of the curve in the nature of the advice and solutions we recommend, providing transparency for clients and ensure the client’s best interests are the priority at every turn. We will always have this culture at the core of everything we do. We’re here to help.

https://lorrequer.com.au/


MR Toal Investment Services

MR Toal Investment Services is a second generation Financial Planning Business founded in 1983. We understand that financial security provides the ‘Peace of Mind’ to get on with those things most important to you and help you guide your future wealth.

We aim to simplify the complicated so that you are able to make an informed decision for your future.

https://www.whitepages.com.au/m-r-toal-investment-services-pty-ltd-10773465/north-parramatta-nsw-10773467B


Murphy Hill Private Wealth

Helping you achieve financial security is our goal at Murphy Hill, so you can get on with the important business of enjoying life.

Whether you are working hard to build wealth or wanting to get the most out of what you have accumulated, it is our personal touch that makes all the difference. We take the time to get to know you, so we can tailor a plan to ensure you meet your financial goals now and into the future.

We understand life is busy. As well as helping you develop a clear plan for managing your wealth and being a sounding board for other financial matters, we will also provide the accountability you need to stick to the path.

We are committed to partnering with you to build your personal wealth. With decades of experience, servicing rural and regional clients across New South Wales, you know you can depend on Murphy Hill.

https://www.murphyhill.com.au/


Platinum Investment Advisory

Platinum Investment Advisory is a boutique firm located in Brisbane CBD catering to high net worth clients. With over 50 years’ combined experience within our team, we specialise in investment advice, superannuation and retirement planning, direct equities, self-managed superannuation funds and personal risk protection.

https://piagroup.net.au/


Pollock Financial Planning

Pollock Financial Planning specialises in providing advice to Professionals, Families, Business Owners and Retirees. Our range of services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and/or retirement needs.

https://www.pollockfinancialplanning.com.au/


Pursuit Private Wealth

Pursuit Private Wealth provide financial planning services to Melbourne’s South East corridor and Gippsland region with office locations in Melbourne and Berwick. We specialise in Wealth Creation, Strategic Advice, Portfolio Management and Asset Protection and have expert knowledge in the areas of Trust and Self-Managed Superannuation Strategies and Investing.

https://www.pursuitprivatewealth.com.au/


Scion Advice

We are passionate about helping clients maximise their financial goals.

We are clear and straight to the point with very little jargon to help clients quickly understand their options. We continually strive to build a better client experience through our passion to genuinely help others.

With trust, personalised service & a unique team approach, we will stand by our clients giving true peace of mind, knowledge & empowerment. We want to do business with people that believe what we believe. Everything we do we believe in challenging the “norm”, we believe in thinking differently.

Offering a service that is friendly & simple, but with impact.

So why Scion Advice?

A Scion is a young shoot, or the twig of a plant that will contain the desired genes to be duplicated in future production. It is therefore the joining of 2 parts to help with future growth and strengthening of the species. So in the case of our clients and our practice, it’s the unique forming and strengthening of our partnership with our clients to assist and build a more stable and fruitful financial future.

Scion is also described as the cascading of wealth through the family, from generation to generation.

https://scionadvice.com.au/


Sinclair Financial Group

Sinclair Financial Group is a privately owned and full-service financial planning firm. Our quality financial strategies will help you to achieve your goals for wealth creation and in pre and post retirement.

  • We operate without bias and in your best interests.
  • We make your life simple.
  • We act with integrity, openness and transparency.
  • We keep you up-to-date and make ourselves available when you need us.
  • There is no one-size-fits-all approach; you are unique so the advice we offer will always be unique to you.

We have the experience to adapt and change as our world changes, ensuring you are in the best position for life.

https://sinclairfg.com.au/


Strategic Wealth

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

And with unique industry-wide perspective, our insight and guidance enable our clients to build on their assets and create successful financial returns.

https://strategicwealth.melbourne/

LICENSE SERVICES

We have partnered with a number of specialist partners to source quality Licensee services. These services include:

  • Market leading technical support and education services
  • Compliance oversight & monitoring
  • Comprehensive industry, governance & regulatory advice / support
  • Financial planning tools & software
  • A community of likeminded advice practices to enable networking and professional development
  • Investment Research Capability

We have also formed third party strategic partnerships to provide you access to market competitive services which will complement our existing capabilities and enable you to run your business effectively.

ADVICE FRAMEWORK

At the heart of every advice business is the advice framework in which it operates. At Oreana we have undertaken an extensive review of how to improve the advice environment we operate in and how we embrace technology to do so. As a newly formed Licensee we are in a unique position to create a framework and utilise technology without any constraints.

We believe the following principles underpin our approach to an effective and efficient advice framework.

We have partnered with OPEX who provide a comprehensive range of XPLAN capabilities and services to enable us to maximise our use of XPLAN. We have constructed a set of advice tools as shown below which range from a Fact Find, to Modelling, to fully coded advice and regulatory documents. Our approach to advice is simple, efficient and relevant. We are committed to continually improve and enhance this capability as we consult with our Licensee practices ongoing. For more information on OPEX please click here.


True Customer Relationship Management

Oreana believe having access to the right client data will support advisors to provide a superior client experience whilst meeting their best interest obligations. We have sourced and implemented software through Xeppo which connects data across accounting, banking, finance and wealth to enable advisors to understand the whole client picture. It is the primary staff portal and for the first time, the client will have a single login to get comprehensive easy access to their all their financial information. For more information click here.

RESEARCH INVESTMENT CAPABILITY

Our Investment offering centres around the Oreana Investment Committee’s (‘OIC’) speed of decision making enabling us to bring well researched investment solutions to our advisors and clients quickly.

The OIC have responsibility for product selection and approval leveraging the expertise of Morningstar research across platform, investment, superannuation, and insurance products.

Oreana are committed to an open architecture philosophy which considers product features and benefits, best of interest of clients and the risk profile of the business.  Outlined below is the depth of our research and product offering.

ADVISOR EDUCATION

The quality of Advisors and support staff is critical for every advice business. Through our Core Licensee Package, you can access a variety of educational and professional development programs which meet the needs of your business.

ASIA CONNECT

Oreana have been operating in Asia for over 15 years and can license advisors to access our advice, investment & product capabilities in this region.

What does this mean for you?

  • Provides you access to our Specialist Expatriate & Australian Significant Investor Visas Services
  • Access investment for your Australian clients that cannot be accessed in the Australian market
  • Invest your client’s funds in different currencies
  • Access an investment platform with consolidated reporting, online access by advisors and clients
  • Access to attractive margin loan terms
OUR PRACTICES


Adams Orbell McGrath Partners Private Wealth

Adams Orbell McGrath Partners Private Wealth (in current and previous form) has been providing wealth management advice to aspirational individuals and family groups for more than 20 years.

We specialise in providing advice to Family Groups, Executives, Professionals, Expatriates, Business Owners and Retirees. Our range of services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and/or retirement needs.

https://news.partnerspw.com.au/


Alphington Private Wealth

Alphington Private Wealth is simply focussed on helping clients to identify, achieve and maintain their desired lifestyle without the fear of ever running out of money or dying with too much.

We do this by wearing three hats:

  1. Life Planner – focused on where you are now, how you got there, and more importantly where do you want to get to in the next 5, 10 or 20 years.
  2. Financial Planner – focus on identifying all your current resources, future resources and what resources you might need to satisfy your plan. We can then build out a comprehensive financial plan.
  3. Financial Adviser – this hat is focussed on identifying if any financial products are needed to satisfy the needs of your financial plan and identifying and implementing these to achieve your goals.

https://www.alphingtonprivate.com.au/


Austins Financial Solutions

https://www.austinsfs.com.au/


Battistella Financial Services

Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services appreciate our commitment to ensure no stone is left unturned in our endeavour to structure their financial planning affairs in the optimum manner at all times.

https://www.battistellafs.com.au/


Best Life Financial Planning

Best Life Financial Planning is a small, family-run business started in 2017 by husband and wife team Mark and Marissa Agnew. They set out with the vision to inspire their community to live their best life.

“We want to be central to supporting our clients achieving their lifestyle goals and aspirations, including family, travel, health, and finances. We also want to continue to innovate and grow in the ways we operate and service our clients and the broader community.”

https://www.bestlifefinancialplanning.com.au/


Calibre Private Wealth Advisers

Financial leadership and peace of mind for successful professionals, business owners and their families.

https://calibrepw.com.au/


Cerulean Wealth Advisers

“It’s not just about the money – it’s about what makes life worth living”

We firmly believe that money is a vehicle for doing the things that make life worth living.

After all, life is so much more enjoyable if you don’t have to worry about money. We have learnt the key to living a fulfilled life is to take control of your cash so that it doesn’t control you.

It’s about understanding your needs and desires and getting your money to work for you – so that your happiness isn’t at the mercy of your paycheck.

We’ve been dispensing the same philosophy for three decades:

  1. Work out what is really important to you
  2. Get finance smart
  3. Stay ahead of the game

Then you can live life on your terms.

https://ceruleanwealth.com.au/


Coastline Private Wealth

At Coastline Private Wealth we help you get your financial affairs in order giving you time to focus on what matters most. If you would like to find out how we can help you, please visit our website or contact us on 08 6380 0600.

https://www.coastlinepw.com.au/


East Private Wealth

https://www.eastprivate.com.au/


Eclipse Wealth Management

Eclipse Wealth Management specialises in helping clients identify what they want to achieve in life, and partnering with them to ensure they succeed on this journey.

https://eclipsewm.com.au/


Integra Financial Services

http://www.integranet.com.au/


Key Choice Financial Solutions

We’re focused on meeting you where you are at, then building a personalized and holistic wealth strategy from there.

We develop long-term solutions that provide sustainable protection, security and wealth, and we believe that everyone deserves choice so whatever your needs, we’re flexible, and we find a solution that is tailor made for you.

http://www.financialplanning.net.au/


Kings Park Securities

Kings Park Securities is a privately owned boutique wealth management firm that has been providing financial advisory and direct investment management services to both private and business clients throughout Australia for over 30 years.

Our practice prides itself on providing a high level of service and specialist advice that is individually tailored to achieving your specific lifestyle goals and objectives.

https://kingsparksecurities.com.au/


Lifeplan Strategic Solutions

https://lifeplanss.com.au/


Lorrequer Wealth & Advisory

At Lorrequer Wealth & Advisory, we take a detailed and tailored approach to advice. Each client is different and we take pride in knowing our clients and their needs in detail, creating bespoke solutions that enhance their lives. Our advisory firm offers clients a complete range of financial solutions under the one umbrella, focusing on wealth creation, retirement and taxation strategies, personal insurances and estate planning.

We are the trusted partner to our clients, the firm they can rely on to enable them to prosper. We provide direct recommendations to consistently improve financial outcomes for clients, but also importantly, provide support and administration to make client’s lives simpler. We want clients to enjoy the benefits of their hard work and to be able to live the lives they desire.

Lorrequer Wealth & Advisory has always been ahead of the curve in the nature of the advice and solutions we recommend, providing transparency for clients and ensure the client’s best interests are the priority at every turn. We will always have this culture at the core of everything we do. We’re here to help.

https://lorrequer.com.au/


MR Toal Investment Services

MR Toal Investment Services is a second generation Financial Planning Business founded in 1983. We understand that financial security provides the ‘Peace of Mind’ to get on with those things most important to you and help you guide your future wealth.

We aim to simplify the complicated so that you are able to make an informed decision for your future.

https://www.whitepages.com.au/m-r-toal-investment-services-pty-ltd-10773465/north-parramatta-nsw-10773467B


Murphy Hill Private Wealth

Helping you achieve financial security is our goal at Murphy Hill, so you can get on with the important business of enjoying life.

Whether you are working hard to build wealth or wanting to get the most out of what you have accumulated, it is our personal touch that makes all the difference. We take the time to get to know you, so we can tailor a plan to ensure you meet your financial goals now and into the future.

We understand life is busy. As well as helping you develop a clear plan for managing your wealth and being a sounding board for other financial matters, we will also provide the accountability you need to stick to the path.

We are committed to partnering with you to build your personal wealth. With decades of experience, servicing rural and regional clients across New South Wales, you know you can depend on Murphy Hill.

https://www.murphyhill.com.au/


Platinum Investment Advisory

Platinum Investment Advisory is a boutique firm located in Brisbane CBD catering to high net worth clients. With over 50 years’ combined experience within our team, we specialise in investment advice, superannuation and retirement planning, direct equities, self-managed superannuation funds and personal risk protection.

https://piagroup.net.au/


Pollock Financial Planning

Pollock Financial Planning specialises in providing advice to Professionals, Families, Business Owners and Retirees. Our range of services and advice are designed to enhance your financial wellbeing and assist with managing your financial complexity, allowing you to focus on your business, family and/or retirement needs.

https://www.pollockfinancialplanning.com.au/


Pursuit Private Wealth

Pursuit Private Wealth provide financial planning services to Melbourne’s South East corridor and Gippsland region with office locations in Melbourne and Berwick. We specialise in Wealth Creation, Strategic Advice, Portfolio Management and Asset Protection and have expert knowledge in the areas of Trust and Self-Managed Superannuation Strategies and Investing.

https://www.pursuitprivatewealth.com.au/


Scion Advice

We are passionate about helping clients maximise their financial goals.

We are clear and straight to the point with very little jargon to help clients quickly understand their options. We continually strive to build a better client experience through our passion to genuinely help others.

With trust, personalised service & a unique team approach, we will stand by our clients giving true peace of mind, knowledge & empowerment. We want to do business with people that believe what we believe. Everything we do we believe in challenging the "norm", we believe in thinking differently.

Offering a service that is friendly & simple, but with impact.

So why Scion Advice?

A Scion is a young shoot, or the twig of a plant that will contain the desired genes to be duplicated in future production. It is therefore the joining of 2 parts to help with future growth and strengthening of the species. So in the case of our clients and our practice, it’s the unique forming and strengthening of our partnership with our clients to assist and build a more stable and fruitful financial future.

Scion is also described as the cascading of wealth through the family, from generation to generation.

https://scionadvice.com.au/


Sinclair Financial Group

Sinclair Financial Group is a privately owned and full-service financial planning firm. Our quality financial strategies will help you to achieve your goals for wealth creation and in pre and post retirement.

  • We operate without bias and in your best interests.
  • We make your life simple.
  • We act with integrity, openness and transparency.
  • We keep you up-to-date and make ourselves available when you need us.
  • There is no one-size-fits-all approach; you are unique so the advice we offer will always be unique to you.

We have the experience to adapt and change as our world changes, ensuring you are in the best position for life.

https://sinclairfg.com.au/


Strategic Wealth

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

And with unique industry-wide perspective, our insight and guidance enable our clients to build on their assets and create successful financial returns.

https://strategicwealth.melbourne/

Jonathan Christie

General Manager
Oreana Advice Partnerships
0413085386

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