Jon Black
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:
Investment Markets · Intergenerational Transfer · Long-term Strategy
My fascination with markets began at thirteen, when my uncle gave me shares in a small but successful float, only for the Black Monday crash to temper that early taste of success a few years later. It was a formative lesson in how wealth is created, preserved, and put at risk, and it sparked a curiosity that has lasted a lifetime.
Since 1994, I have advised private clients and managed capital through every major market cycle: 9/11, the Global Financial Crisis, the European debt crisis, COVID, and today's AI-driven transformation. Across all of it, I have seen both panic and euphoria, and learned to tell the difference between short-term noise and what truly matters for the long term.
My approach combines disciplined portfolio construction, tax-aware structuring and a calm, highly personal style that helps clients think clearly and act decisively. I specialise in helping successful individuals and families translate wealth into freedom, confidence and opportunity across generations, whether that means building a sustainable retirement income, supporting the next generation's wealth transition, or navigating life's more complex transitions.
Clients value advice that holds up over time, not only in good markets, but when it matters most. I am often the second call after a spouse when life takes an unexpected turn, which reflects a trust that goes well beyond financial outcomes.
Outside work, I value connection and contribution. I spend time with family and friends, often chasing the snow, and support my regional community foundation, because strong communities compound too.
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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.
Connect with another Partner
(Click to learn more about each partner)
“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
"We greatly appreciate Oreana's ongoing assistance. They are always a pleasure to work with and their guidance has been faultless."
— BRW Young Rich Lister
“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
"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."