Who we are

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.

568305
Australian Financial
Services
Licence
Modern office buildings
  • Financial Adviser Network
  • Compliance & Governance
  • Adviser & Practice Support
  • Investment & Research
  • Professional Standards

Our mission

What we do

Support advisers and advice practices to deliver quality financial advice.

Why we exist

To strengthen professional advice and create better outcomes for Australians.

Our Vision

Where we're going

To help build a trusted and accessible financial advice profession across Australia.

Our Philosophy

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.

100%Australian-based
  • Decisions informed by changing circumstances
  • Strategies considered with a long-term perspective
  • Advice centred around individual client objectives
Two colleagues reviewing documents together
Overview
AFSL 568 305Australian Financial Services Licence ABN 34 685 562 529Australian Business Number ACN 685 562 529Australian Company Number

Supporting the People Behind Financial Advice

Orion Wealth provides an established environment where financial advisers and advice practices can operate with the professional resources, structure and support required in today's financial services industry.

Get in Touch
  1. 01AFSL Framework
  2. 02Advice Practices
  3. 03Adviser Network
  4. 04Australia-Wide Support
How we operate

Our Framework

Orion Wealth combines governance, oversight and ongoing support to maintain a professional financial advice framework across its network.

01

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
02

Compliance & Support

Ongoing compliance guidance and professional resources support advisers in meeting their regulatory responsibilities.

  • Compliance guidance
  • Advice oversight
  • Professional resources
03

Research & Advice Resources

Research and professional resources support informed strategies and quality financial advice.

  • Investment research
  • Approved product framework
  • Advice resources
04

Technology & Practice Support

Integrated systems and operational resources support the day-to-day delivery of financial advice.

  • Advice technology
  • Practice resources
  • Ongoing adviser support