Leading Financial Advice for Australians Who Want to Protect,
Grow, and Enjoy Their Wealth.
Transforming Your Financial Success into a Lasting Legacy with Bespoke Strategies that Foster Generational Wealth.
Leading Financial Advice for Australians Who Want to Protect, Grow, and Enjoy Their Wealth.
Transforming Your Financial Success into a Lasting Legacy with Bespoke Strategies that Foster Generational Wealth.
Bringing a New Level of Care to Financial Advice
After working at Grant Thornton as the lead senior advice team for over a decade, founders Laura and Jon acquired the private wealth business. This shift enabled them to better help their clients, providing them with a level of service that’s difficult to find anywhere else.
In 2024, Oreana acquired Calibre Private Wealth and joined forces with Gordon and David who became partners to further our mission of providing unparalleled care and service to our clients.
After working at Grant Thornton as the lead senior advice team for over a decade, founders Laura and Jon acquired the private wealth business. This shift enabled them to better help their clients, providing them with a level of service that’s difficult to find anywhere else.
In 2024, Oreana acquired Calibre Private Wealth and joined forces with Gordon and David who became partners to further our mission of providing unparalleled care and service to our clients.
Why Our Clients Choose Us
We specialise in assisting high-net-worth families, individuals, expats and retirees who have come into, or will grow into significant wealth.
They come to us when they want holistic advice that takes into account not just their financial standpoint, but also who they are as a person.
We understand that building a legacy requires a special touch. It's not about who can win the race "fastest". It's about who stays in the race the longest.
Why Our Clients Choose Us
We specialise in assisting high-net-worth families, individuals, expats and retirees who have come into, or will grow into significant wealth.
They come to us when they want holistic advice that takes into account not just their financial standpoint, but also who they are as a person.
We understand that building a legacy requires a special touch. It's not about who can win the race "fastest". It's about who stays in the race the longest.
Our mission isn’t just to help our clients grow their money; it’s to help them create intergenerational wealth that they and their families can enjoy for decades to come.
Over the last ten years, we’ve helped close to 200 clients – managing in excess of $500 million in assets – grow, protect, and enjoy their wealth.
For some that looks like retiring early and travelling the world.
For some it looks like putting their kids in private school or being able to help buy their first house.
For others it looks like giving back to causes they believe in, using their wealth to make a positive difference in the world.
What Makes Us Different...
Exclusive Experience:
We limit our practice to a small number of clients to ensure a deeply engaged relationship. This exclusivity allows us to provide tailored, values-based advice starting with what is most important to you.
High-Touch Relationship:
Trust is at the core of our approach. We pride ourselves on the close personal relationships we develop with clients, always acting in your best interests and making clear financial decisions in collaboration with you.
Expertise and Experience:
Our lead advisers bring a wealth of experience from their previous roles. Laura and Jon, from their time at Grant Thornton, and Gordon and David, from their tenure with Calibre, provide sophisticated scenario modeling, deep knowledge of tax structures, and strong investment expertise.
Organised Financial Clarity:
We meticulously organise your entire financial house and collaborate with your professional advisers, ensuring you can keep track of every dollar.
Holistic Planning:
We consider every aspect of your financial life, providing comprehensive financial models that encompass all your financial needs and goals.
Transparent Communication:
We maintain clear and open communication, making sure you understand every step of your financial plan and feel confident in all of your decisions.
Meet The Team
Laura Peressini
Founding Partner
Biography
Laura believes that wealth opens doors, provides security, and allows us to support our loved ones. She is passionate about turning her clients' dreams into reality.
She holds a Bachelor of Finance degree from La Trobe University, an Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP®).
Outside of Oreana, Laura is a dedicated mother who enjoys travelling with her young family, sharing cultural experiences, and creating cherished memories.
Jon Black
Founding Partner
Biography
Jon has been working in both private client and funds management advisory since 1994 bringing a wealth of practical experience and strategic insight to his clients through a highly personalised approach.
He holds a Bachelor of Commerce degree from the University of Melbourne, is a Certified Financial Planner (CFP®), an Accredited Investment Fiduciary (AIF®) and a FINSIA Fellow.
Outside of Oreana, Jon cherishes quality time with family and friends. He actively participates in his regional community foundation, embracing the philosophy of giving back.
Gordon Thoms
Partner
Biography
With over 30 years of experience in financial services, Gordon leverages his extensive knowledge to help each of his clients grow, protect and enjoy their wealth.
He holds a Bachelor of Economics degree, is a Certified Financial Planner (CFP®), a FINSIA Fellow, and a member of the Financial Advice Association Australia.
Outside of Oreana, Gordon is a devoted family man and philanthropist. He serves as a director of several private charitable foundations that support community, health, and environmental causes.
David Conte
Partner
Biography
David's unwavering commitment to his clients is driven by witnessing the profound impact his strategies have on both their wealth and personal lives.
He holds a Bachelor of Business (Banking & Finance), an Advanced Diploma of Financial Planning, and is a Certified Financial Planner (CFP®) and a member of the Financial Advice Association Australia.
Outside of Oreana, David enjoys spending time with his family, watching sports, and travelling. He is a passionate soccer fan, sometimes staying up all night to watch live matches from Europe.
Angie Li
Senior Associate Adviser
Tom Maloney
Associate Adviser
Yonatan Rotem
Operations Manager
Lisa Josman
Client Service and Administration Manager
Our Holistic Approach
Every one of our client’s goals are different.
Which means each individual strategy we come up with is unique.
However, the approach we use to come up with each strategy is the same every time.
Using the six levers below gives our clients a holistic advantage when it comes to protecting, growing and enjoying their wealth.
1. Earn It
Effectively managing your income and investments can help you maximise returns and minimise taxes.
By implementing strategies such as salary sacrificing and debt recycling, you'll see more of your hard-earned money staying with you.
We’ll help you understand and manage your cashflow tax-effectively, allowing you to reinvest in your future and enjoy a more comfortable lifestyle.
1. Earn It
Effectively managing your income and investments can help you maximise returns and minimise taxes.
By implementing strategies such as salary sacrificing and debt recycling, you'll see more of your hard-earned money staying with you.
We’ll help you understand and manage your cashflow tax-effectively, allowing you to reinvest in your future and enjoy a more comfortable lifestyle.
2. Grow It
Building a strong investment plan is key to achieving both your short-term and long-term financial goals.
We help you form a comprehensive, personalised wealth plan, selecting the optimal structure for each element of your portfolio.
With a solid investment strategy, your wealth will grow and grant you the ability to have more choices in life.
2. Grow It
Building a strong investment plan is key to achieving both your short-term and long-term financial goals.
We help you form a comprehensive, personalised wealth plan, selecting the optimal structure for each element of your portfolio.
With a solid investment strategy, your wealth will grow and grant you the ability to have more choices in life.
3. Protect It
Securing your current lifestyle and future means managing risks effectively.
We specialise in complex advice across various structures, including companies, partnerships, SMSFs, and family trusts.
With appropriate personal insurances and structures in place, you can sleep well at night knowing you and your family are protected, no matter what life throws at you.
3. Protect It
Securing your current lifestyle and future means managing risks effectively.
We specialise in complex advice across various structures, including companies, partnerships, SMSFs, and family trusts.
With appropriate personal insurances and structures in place, you can sleep well at night knowing you and your family are protected, no matter what life throws at you.
4. Leverage It
Strategic use of leverage can amplify your investment potential.
By leveraging your assets wisely, you can accelerate wealth accumulation, making your money work harder for you so you can reach your financial goals faster.
4. Leverage It
Strategic use of leverage can amplify your investment potential.
By leveraging your assets wisely, you can accelerate wealth accumulation, making your money work harder for you so you can reach your financial goals faster.
5. Enjoy It
We don’t live forever.
The wealth you make should contribute to creating a life that brings you joy and fulfilment.
Investing in experiences and opportunities that enhance your quality of life is just as crucial as planning for generational wealth.
5. Enjoy It
We don’t live forever.
The wealth you make should contribute to creating a life that brings you joy and fulfilment.
Investing in experiences and opportunities that enhance your quality of life is just as crucial as planning for generational wealth.
6. Bestow It
Thoughtful planning is essential for bestowing your wealth.
By planning your estate carefully, you ensure clarity and security for your beneficiaries, preserving your legacy for future generations.
Philanthropy offers an opportunity to leave a legacy of positive change, with structured giving during your lifetime or as part of your will providing a sense of fulfilment and intergenerational engagement.
6. Bestow It
Thoughtful planning is essential for bestowing your wealth.
By planning your estate carefully, you ensure clarity and security for your beneficiaries, preserving your legacy for future generations.
Philanthropy offers an opportunity to leave a legacy of positive change, with structured giving during your lifetime or as part of your will providing a sense of fulfilment and intergenerational engagement.
"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
Frequently asked questions
Are you accessible any time or only by appointment?
Anytime for general queries and by appointment for formal review meetings.
Is your advice provided on a retail or wholesale basis?
We are licensed to provide both types of advice; however, we generally provide advice on a retail basis (including for all superannuation-related advice).
We occasionally provide advice on a wholesale basis, but only when the client meets the relevant wholesale/sophisticated investor tests and we believe they are financially sophisticated enough to understand the financial products recommended.
What are all of our costs?
Your costs will be fully disclosed in the Statement of Advice, which details our recommendations and depends on those recommendations.
Costs are primarily composed of fees paid to us directly (initial and ongoing advice fees) and third-party costs such as platform fees, fund manager fees, SMA fees (if utilised), and transaction costs, all of which depend on the final agreed portfolio.
How are your fees calculated?
We agree a fair fixed dollar fee based on the scope of the advice and ongoing relationship provided. Consideration is necessarily given to the size of the portfolio being managed to recognise the risk and professional indemnity insurance costs of managing larger portfolios.
What are the tax implications on the investment we would make with you?
There are no unusual tax implications for the investments made under our advice.
Income from investments are taxed at the relevant entity or personal marginal rates. Capital gains are eligible for a 50% discount if held for more than 12 months – or a 33% discount in Super.
If investments are held by a platform/custodian, they can generally be transferred out of the service without capital gains tax consequences – assuming investment minimums can be met.
How do you manage risk for clients
We manage risk for clients through a comprehensive approach that includes personalised financial planning, diversified investment strategies, regular portfolio reviews, and education.
Additionally, we utilise independent asset custodial arrangements to ensure transparency and security of your investments.
Our team continuously monitors market conditions and adjusts portfolios to align with each client's risk tolerance and financial goals.
Want a second opinion on the best strategy to protect and grow your wealth?
Want a second opinion on the best strategy to protect and grow your wealth?
You might agree that there’s a lot of complexity when it comes to creating and manage wealth.
Everybody is unique and there are no “one size fits all” strategies.
If you’d like a second opinion to help figure out what is the best approach for your unique situation, submit your details below and one of our advisers will reach out with more information.
100% Free of Charge: We provide this service at no cost because we realise that trust is an integral part of any successful relationship.
Confidentiality Assured: We understand the sensitivity of disclosing financial affairs. Your privacy is our top priority.
No Obligation: Our “Second Opinion” service is designed to give you clarity without any pressure to commit.
Oreana Private Pty Ltd. ABN 30647833958. Corporate Authorised Representative No. 001288628. LEVEL 2, 696 Bourke St, Melbourne, VIC, 3000
Oreana Financial Services Limited. ABN 91607515122. AFSL 482234. Level 17, 627 chapel street, South Yarra Melbourne, VIC, 3141
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