Licensee Podcast Series 8 - Oreana Partnerships

Earn 1.0 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1.0 CPD Pts

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Podcast

Licensee Podcast Series 8 - Oreana Partnerships

Details

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.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

0.25 Professionalism and Ethics

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Licensee Podcast Series 8 - Oreana Partnerships

Podcast

Licensee Podcast Series 8 - Oreana Partnerships

Quiz

Details

Learning Outcomes

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