澳利亞金融服務有限公司
Oreana Financial Services Limited is a Hong Kong-based independent wealth management and financial advisory firm holding licences for dealing in securities, advising on securities, and asset management. The firm provides discretionary and advisory portfolio management, fund selection, and securities brokerage services primarily to high-net-worth individuals and family offices in Asia. Oreana operates as an independent multi-family office and wealth manager, distinguishing itself through open-architecture investment solutions and personalised financial planning. It is part of the broader Oreana Group, which has a presence across several Asian financial centres.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 17Source firms · arrivals 2003–present
Where talent goes
Top 8 of 20Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| POOLE Ettia Mai Yee DealingAdvisingAsset Mgmt | BUK285 | 2024-01-03 | |
| RANKIN David Alistair DealingAdvisingAsset Mgmt | BRY983 | 2023-12-04 | |
| CHONG Moon Biu, William 莊滿標 DealingAdvisingAsset Mgmt | AGA249 | 2021-01-11 | |
| SAVAGE Florence Lucy DealingAdvisingAsset Mgmt | BQC384 | 2020-09-23 | |
| MUDIGDO Andre Prasetya DealingAdvisingAsset Mgmt | BPK024 | 2020-02-20 | |
| LIU Louise 劉庭均 DealingAdvisingAsset Mgmt | BPE504 | 2019-12-02 | |
| CHAN Ching Sze 陳靜斯 DealingAdvisingAsset Mgmt | BKC521 | 2019-02-25 | |
| POOLE Isaac Kirby DealingAdvisingAsset Mgmt | BMW398 | 2018-05-11 | |
| JONES Matthew Richard DealingAdvisingAsset Mgmt | BLP133 | 2018-01-03 | |
| NG Wai Yan 吳惠茵 DealingAdvisingAsset Mgmt | AIB894 | 2017-05-25 | |
| YIU Suk Fan, Monica 姚淑芬 DealingAdvisingAsset Mgmt | AIR596 | 2017-05-05 | |
| MOORE Luke Peter DealingAdvisingAsset Mgmt | BDK855 | 2014-07-16 | |
| CHANG Ngar Mui, Shirley 張雅梅 DealingAdvisingAsset Mgmt | ABH013 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.