Australian Financial Services Licensee
- Compliance
- Regulation
- Ongoing support
Supporting Financial Advice in Australia
Orion Wealth is an Australian Financial Services Licensee providing the professional, compliance and operational framework that supports financial advisers and financial planning practices across Australia.
The Licensee Behind Quality Financial Advice across Australia
Orion Wealth is an Australian Financial Services Licensee supporting a network of financial advisers and advice practices. We provide the professional framework, oversight and resources that help our advisers deliver quality financial advice to Australians.
Australian FinancialServices
Licence
- Financial Adviser Network
- Compliance & Governance
- Adviser & Practice Support
- Investment & Research
- Professional Standards
A strong framework behind trusted financial advice.
Licensing & Governance
A professional AFSL framework supporting the delivery of quality financial advice.
AFSL Framework
- Financial services licensing
- Governance and oversight
- Adviser authorisation
Compliance & Professional Standards
A structured compliance framework supporting professional and responsible financial advice.
Compliance & Oversight
- Compliance guidance
- Advice oversight
- Professional standards
Investment & Research Framework
Investment research and resources supporting informed financial advice and portfolio decisions.
Investment & Research
- Investment research
- Approved product framework
- Portfolio resources
Adviser & Practice Support
Professional resources, systems and support for financial advisers and advice practices.
Practice Support
- Advice systems & technology
- Professional development
- Operational resources
Driven by results and powered by people
Our Framework
Orion Wealth combines governance, oversight and ongoing support to maintain a professional financial advice framework across its network.
Governance & Oversight
A structured licensing and governance framework provides the foundation for financial advice across the Orion Wealth network.
- Licensing framework
- Adviser oversight
- Governance standards
Compliance & Support
Ongoing compliance guidance and professional resources support advisers in meeting their regulatory responsibilities.
- Compliance guidance
- Advice oversight
- Professional resources
Research & Advice Resources
Research and professional resources support informed strategies and quality financial advice.
- Investment research
- Approved product framework
- Advice resources
Technology & Practice Support
Integrated systems and operational resources support the day-to-day delivery of financial advice.
- Advice technology
- Practice resources
- Ongoing adviser support
Built for Advice That Evolves with Australians
Financial circumstances, markets, legislation and client priorities continually change. Orion Wealth supports an advice environment that encourages informed decision-making, adaptability and a long-term approach to financial planning.
- Decisions informed by changing circumstances
- Strategies considered with a long-term perspective
- Advice centred around individual client objectives
Frequently asked questions
What is Orion Wealth?
Orion Wealth is an Australian Financial Services Licensee providing the licensing, professional and operational framework that supports financial advisers and financial planning practices across its network.
What is an Australian Financial Services Licence (AFSL)?
An AFSL is a licence issued by ASIC that authorises a business to provide specified financial services in Australia, subject to the conditions and authorisations of its licence.
Does Orion Wealth provide financial advice directly to clients?
Financial advice is provided through financial advisers and advice practices operating within the Orion Wealth network. The appropriate adviser will depend on the client's circumstances and advice requirements.
How can I find a financial adviser within the Orion Wealth network?
Orion Wealth works with financial advice practices across its network. You can contact Orion Wealth to identify an appropriate advice practice or visit our adviser network to learn more.