David Conte
Partner
Oreana has 5 partners advising across Australia.
We exist to make sure our clients and their families never have to live on a financial roller coaster. Every one of us has lived that story. It's why we do what we do.
INTEREST AREAS:
Emerging Professionals · Wealth Foundations · Financial Education
I learned the value of hard work and accountability early, growing up in my family's small business. From a young age, I understood the discipline and responsibility it takes to build something meaningful, and those lessons still shape how I work with clients today.
I work closely with young professionals navigating the growing financial responsibilities that come with career and life progression. My focus is on helping them strike a sustainable balance between ambition and fulfilment, so their financial decisions support the life they actually want to live, now and in the future.
In working with this group, I’ve seen first-hand how easy it is for financial decisions to become reactive, driven by short-term pressures, external expectations or a lack of clear direction. Without a structured framework, even capable, high-performing individuals can feel uncertain about whether they are making the “right” choices. That uncertainty often leads to missed opportunities or unnecessary stress.
My role is to bring clarity to that complexity. By helping clients define what success actually looks like for them both professionally and personally we can build a financial strategy that is intentional, flexible and aligned with their evolving goals. This process creates a sense of ownership and confidence, allowing clients to move forward with purpose rather than hesitation.
At the heart of my approach is a belief that confident financial decisions come from understanding, not complexity. I focus on delivering clear, strategic advice tailored to each client's circumstances, combining genuine financial education with high-quality, long-term strategy. The result is clarity, confidence and control, so my clients can focus on what matters most to them.
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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
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.
“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. Gordon, David and their team have helped us to set our financial goals, and they have developed clear strategies to help us achieve them. We are now much more comfortable and confident with our financial position moving forward.”
— 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