Chief Executive Officer
CurrentOreana is an autonomous financial services company that combines the knowledge and experience of our institutional heritage with the flexibility and entrepreneurialism of a boutique firm to deliver a market-leading proposition that enables meaningful, relevant and timely outcomes to our clients and advisors across Australia and Asia.We put our clients at the centre of everything we do. With an entrepreneurial and nimble spirit, grounded by robust processes and rigorous research, we are committed to acting in our clients’ best interests and being with them every step of the way.We are driven to do things the best way. If the best way involves challenging industry norms, or forging new links with expert partners, or going above and beyond – that’s what we do. We prize the entrepreneurial spirit, autonomy and agility that allow us to pursue opportunities to their conclusion and deliver high quality outcomes for our clients and advisors.Being autonomous and not tied to any one service provider or financial institution means we work for our clients, not for a multinational parent. While we have relationships to some of the most prominent financial institutions, our clients benefit from our personal perspective. This autonomy affords us the ability to act in our clients’ best interests – at the same time providing us the opportunity to tap into the best partners in our broader networks.We continually strive to be the best in our field by bridging the opportunities between Australia and Asia. With expert teams on the ground in both regions, we are sharp, efficient, and aligned to our clients’ values and expectations; attuned to the opportunities and challenges in transacting between jurisdictions.