Oreana Professional Partners Fund
Earn 20%+ net returns from direct investments in established, profitable professional services firms across Australia.
This fund presents a strategic plan to capitalise on Australia's fragmented professional services market. It is a unit trust designed to acquire and grow profitable firms in financial advice, wealth management, and accounting, with the objective of delivering a 20%+ per annum net return to investors.
The fund is managed by Oreana, a leading financial services group. A key differentiator is that the strategy extends beyond simple capital investment; it actively integrates portfolio companies into the Oreana ecosystem. These companies are provided with the operational, technological, and strategic support needed to accelerate growth and enhance their valuations. The portfolio is anchored by foundational investments in Oreana's own network firms, which already support over 100 advisers, providing immediate scale and a proprietary pipeline.
Investment Objective
The investment objective of the Fund is to invest in equity interests, of professional services firms in Australia, with an aim to provide a 20%+ per annum net returns to investors.
Investment Strategy
The Fund strategically invests in operational businesses that provide Financial Advice, Wealth Management, Insurance, Mortgage Broking, Accounting and related professional industry services. Portfolio companies are committed to growth and long-term value creation by delivering exceptional services and capabilities and via M&A activity.
The Fund predominantly invests in established and profitable small to mid-tier professional services firms across Australia, while also exploring larger strategic opportunities.
Investment Highlights
Oreana is a prominent provider of financial services across the Asia Pacific Region, with a strong regional focus on Australia.
Our success is underpinned by the combination of our institutional heritage, entrepreneurial mindset, and ability to identify and invest in high quality businesses and management teams.
Our integrated approach of investing in opportunities that are aligned to our core expertise and that have favourable sector dynamics is a key driver of our successful track record.
We provide portfolio companies with the necessary financial, operational, and strategic resources required to increase profitability and expand valuations over the medium to long term.
We have nurtured relationships with a substantial number of high-quality professional service firms, and we provide the opportunity for investors to co-invest alongside us and gain access our intellectual property, deep market connections, and successful investment track record in the financial services industry.
Through the Holding Company, the Fund will invest in the equity of professional services firms in Australia that provide financial advice. It may also invest in professional services firms that provide wealth management, insurance, mortgage broking, accounting and other related professional services.
The Fund will also invest in Oreana Partnerships Pty Ltd ABN 21 686 804 142, ("Oreana Partnerships"), a Sydney- based firm that supports a network of over 100 financial advisers across 35 practices. Oreana Partnerships focuses on transforming financial advisory practices by leveraging advanced technology and strategic expertise to drive growth, streamline operations, and enhance client outcomes.
In addition, the Fund will invest in Oreana Private Pty Ltd ABN 30 647 833 958 as a Corporate Authorised Representative (“CAR”) (CAR number 001288628) of OFSL ("Oreana Private"), a boutique Australian wealth management firm specialising in tailored, values- based advice for individuals and families. Oreana Private offers clients access to a broad range of financial services and solutions, underpinned by extensive industry experience.
Both Oreana Partnerships and Oreana Private are related entities and members of the Oreana Group.
For more than 20 years Oreana has delivered an exceptional track record of investing in opportunities encompassing both debt and equity investments and spanning the entire capital structure, from startup and early-stage venture capital, to structured credit, through to late-stage private equity investments and partnerships.
Our performance history is underpinned by our entrepreneurial and operational expertise. Determined to deliver the best outcomes for all stakeholders, we provide a unique opportunity for investors to invest alongside us, benefiting from access to our intellectual property, deep market connections, and successful investment track record. It’s our collaborative approach to building win-win relationships and commitment to going above and beyond that makes us a trusted investment partner.
Luke Moore leads Oreana’s investment initiatives, leveraging over 20 years of experience in Funds Management and Financial Services. Luke drives Oreana’s investment capability with a focus on starting and investing in growth opportunities across diverse sectors, with a focus on financial services, real estate, and early education. Previously, Luke held senior roles at prominent institutional and boutique investment firms in Australia and Asia.
Jonathan Christie oversees the operations and growth of Oreana’s financial services businesses in Australia. With 16 years in banking and wealth management across the UK and Australia, he brings expertise in private banking, investment, superannuation, and financial planning. Previously, Jonathan was General Manager of Wealth Services at NAB Private, overseeing wealth advice, markets, FX, and trustee services for complex clients. He has chaired Calibre Asset Management, the NAB Private Investment Committee, and previously served on the National Australia Trustee Board.
Ben Canagasabey has over 25 years of experience in Global Asset Management and Custody Administration, holding senior roles at top-tier firms. He specialises in product development, operational efficiency, and financial reporting to enhance transparency and compliance. Ben holds a Bachelor of Business, an MBA from Melbourne Business School, and is a CPA member.
Daniel Huxley leads Oreana’s tailored wholesale investment strategies for sophisticated and family office investors across APAC. With over 25 years in financial services, he has deep expertise in investment markets, asset selection, and distribution strategy. Previously, Daniel held senior roles at Ausbil Investment Management and BT Financial Group, expanding client assets and strengthening relationships with high-net-worth and institutional clients. He holds a Master of Business with Merit from Newcastle University and a Diploma of Financial Markets from FINSIA.
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All individuals, Self Managed Super Funds (SMSFs), companies and trusts that meet the criteria of a Wholesale Investor as defined under the Corporations Act 2001 (Cth).
You may be a Wholesale Investor if you meet any of the following criteria;
- You apply to invest more than $500,000 in the Fund;
- You hold net assets worth more than $2.5 million;
- Your gross household annual income is at least $250,000 (this can include income from a business if you’re a business owner); or
- You are a professional investor.
The Fund is an unregistered managed investment scheme structured as an Australian unit trust for Wholesale Investors only.
Statutory Statement
This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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