About Oreana Advice Partners
A Different Kind of Financial Partnership
Most people with significant wealth don't lack advice. What they're missing is someone to hold it all together.
That's the role we’re built for.
Your Lead Advisor
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Advising through every market cycle since 1994
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Multi-Generational Client Relationships
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Supporting 300 family groups
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120+ years combined financial experience
The Partners
(Click to learn more about each partner)
As your lead adviser, we sit at the centre of your financial life, coordinating the people around you, closing the gaps between them, and taking the lead on the decisions that shape a family's wealth for decades.
We help our clients organise, protect, grow and enjoy their wealth.
For many, that unlocks the freedom to step back and live life on their own terms. For others, it secures an education, a foundation and a lasting legacy for their children. For some, it fuels impact beyond themselves, shaping communities and championing causes that endure.
Whatever it makes possible, the work is the same: clarity, confidence and control over a financial life that has grown too complex to manage alone.
Our Team
Behind that partner sits a team of specialists in their own field, with more than 120 years of combined experience across investment, structuring, succession and protection.
Jarred Boniek
Adviser
Marcia Li
Associate Adviser
Brad Seeds
Advice Associate
Angi Li
Senior Associate Adviser
Kai Louey
Senior Associate Adviser
Patricia Odtuhan
Client Administrator
Sarah Burke
Operations Manager
Klendyl Vilhermosa
Client Service Manager
Caitlin Moore
Client Service Manager
What makes us different
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We take the lead
We take a lead adviser role to help consolidate and simplify your finances, coordinating all the various experts so that everyone is held accountable (including you) to enable you to live your ideal life.
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We keep our practice small
We deliberately limit the number of families we work with. It's the only way to deliver the depth of attention this work demands.
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We earn trust the slow way
We have grown through results and relationships, not advertising. Many of our clients have been with us for well over a decade.
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We tell you the truth
You won't always hear what you'd like to. You will always hear what you need to. Confidence, in our experience, is built on candour.
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We significantly help
We limit our practice to successful individuals and families for whom we can make a significant impact well above the fees we charge. We know this is the basis for building long term client relationships.
Expert Review
Our Origins
Between the Partners, we have spent time with respected organisations including Grant Thornton, Macquarie, Mercantile Mutual and ING. These experiences provided us with strong technical foundations, deep industry insights and networks, as well as a clear understanding of what clients value most from trusted advice relationships.
Over time, we saw an opportunity to create a business built entirely around the specific needs of our clients; one with the flexibility, independence and personal accountability that can be difficult to achieve within larger organisations.
So we built Oreana.
Clients chose to back our vision from the beginning, and their continued trust and loyalty remain a cornerstone of our success today.
We are a team of Partners based across Melbourne and Sydney with diverse backgrounds, extensive experience and one objective: to be the trusted adviser in our clients' lives, whatever comes.
“The level of service and the meticulous follow up is exceptional. The comprehensive nature of the service proposition and the attention to all aspects of my wealth strategy means that nothing slips by. The people are fantastic and l feel l am well looked after. I’m very confident about my future and would highly recommend Oreana to any of my friends or colleagues”.
— Chris, Anaesthetist
“Through a great deal of turmoil and major shifts in the financial markets, Oreana has guided us in a very considered and professional way. Their deep understanding of what is happening in both domestic and international markets gives us a great deal of trust in their judgement, and in our review meetings they lay out a clear and understandable plan for our future.”
— Robert, Retired public company CEO
"When they say to you 'it's going to be a rocky period,' and then follow it with 'we think in a year's time it will recover,' and then in a year's time it does, there is immense trust."
— Ben, Client of seven years
“Before teaming up with Oreana, our financial affairs were ad hoc and we were not sure whether we could, or should, make decisions about significant financial matters. Our relationship with Oreana has armed us with the knowledge and confidence to make those decisions and has allowed us to streamline our financial affairs and improve our financial position.”
— SC, Barrister
An entrepreneur sold his successful web application business valued in excess of $100,000,000. The sale included a significant equity position in a NASDAQ listed entity that had to be managed out over time and considered for broader family asset allocation.
They wanted to use their newfound financial freedom to spend more time with their young families and ensure their assets were preserved for this next generation. By working with Oreana Advice Partners, they were able to implement an easy to understand, tax efficient, low risk financial and investment strategy to protect their capital and achieve their personal, financial and social capital objectives.
— BRW Young Rich List
Current funds under direct management over $125m
Clarity, confidence and control.
Specialist advice for life's defining moments.