Jonathan Christie's guest appearances

Jonathan Christie

Between Meetings with Matt Heine

Ensombl Advice Australia

OwlTail

Hear how Jonathan Christie, Managing Director of Oreana Financial Services (Australia), came to create the independent licensee in 2018 and has since overseen its growth from just one client at inception to now having 33 clients and around 3000 advisers under management. Driving their growth has been Jonathan and Oreana’s ability to retain experienced and passionate advisers, as well as their total respect for the power of governance-led strategies, believing that discussions around governance should always occur before discussions on investment philosophies. Jonathan also shares his views on the future of advisory services, the rising trend of segmented investment approaches, and how regulation is impacting platforms’ ability to create technological solutions for faster advice delivery.

Ep 65: Utilising governance and tech to scale wealth firms - Jonathan Christie

Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, the positive and negative impacts that COVID has had on the business, change fatigue and the future of advice. Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561 Oreana Financial Services Website: https://www.oreanafinancial.com/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, the positive and negative impacts that COVID has had on the business, change fatigue and the future of advice. Jonathan Christie LinkedIn: <a href="https://www.linkedin.com/in/jonathan-christie-a8807561" rel="nofollow" target="_blank">https://www.linkedin.com/in/jonathan-christie-a8807561</a> Oreana Financial Services Website: <a href="https://www.oreanafinancial.com/" rel="nofollow" target="_blank">https://www.oreanafinancial.com/</a> This episode is proudly sponsored by First Sentier Investors. <a href="https://go.firstsentierinvestors.com/firstsentier" rel="nofollow" target="_blank">https://go.firstsentierinvestors.com/firstsentier</a> Join the XY platform: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a>