Licensee Podcast Series #8 - Oreana Partnerships
Ensombl Advice Australia · Ensombl
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Show Notes
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26022223-39570001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance & Consumer Protection
0.25 Professionalism and Ethics
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships has evolved as a specialist, technology‑led, advice‑focused licensee and capital partner, which supports mature, predominantly pre‑retiree/retiree advice practices with governance, AI-enabled efficiency, succession and growth/acquisition strategies while maintaining a tightly curated, profitable national network.
Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561/
Oreana Partnerships Website: https://oreanapartnerships.com.au/
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