Matthew Jones' Qualifications

  • Master of Financial Planning
  • Member of the Financial Planning Association of Australia AFP®
  • Bachelor of Financial Planning
  • Bachelor of Accounting

Matthew Jones' Licenses

Matthew Jones

Senior Wealth Advisor

Matthew has over a decade of experience in financial services and brings to Oreana an in-depth knowledge of all facets of advisory.

Dual-licensed in Australia and Hong Kong, and backed by an extensive technical background, Matthew provides goal-focused strategic advice for families, high net worth individuals and internationally mobile clients.

Financial Services Guide: Adviser Profile. Version 8.0. 1 September 2024

Professional Qualifications

  • Master of Financial Planning
  • Member of the Financial Planning Association of Australia AFP®
  • Bachelor of Financial Planning
  • Bachelor of Accounting

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Licences

  • AFSL AR No. 132446
  • SFC CE No. BLP133
  • IA License No.: FB1443
  • TR(Broker) No.: IA9943
  • MPF Inter Reg. No.: 132446

Matthew's role involves

Working with clients to identify important objectives and applying his expertise to align the most appropriate strategies to achieve personal and financial goals. Matthew focuses on delivering highly tailored and bespoke wealth creation advice to clients for all situations, navigating the intricacies of expatriate circumstances and multi-jurisdictional planning requirements.

Matthew’s international advice experience and technical expertise provides him the capability to deliver comprehensive financial advice for clients in all circumstances. His dual licensing capability allows Matthew to deliver specialised advice for Australians based offshore and clients looking to relocate to Australia.

Delivering goal-focused strategic advice Matthew ensures the key pillars for effective financial advice are in place for all his clients including tax efficient wealth creation, retirement planning, along with appropriate contingency planning and longer term legacy arrangements.

Matthew's areas of expertise

  • Financial planning and investment advice
  • Insurance and risk management
  • Superannuation and retirement planning
  • Cross jurisdictional structuring and tax planning
  • Estate and succession planning

Matthew's clients

“I have been a customer with Oreana for over five years and I am very impressed with the level of service I have received.

Matthew Jones is friendly and professional.

He reviews my account with me annually and listens carefully to my requirements, looking for ways to accommodate my personal situation while getting the most from my account.

He is prompt in his responses to any questions I have and gives advice regarding the whole picture which enables me to make an informative decision.

I would highly recommend Matthew Jones of Oreana services.”


Michelle

“As an Australian expat living in Hong Kong, I need financial strategies that are cognisant of both Hong Kong and Australia. Local advisors in each location can miss the big picture.

My Oreana advisor, Matthew Jones, is licensed in both Australia and Hong Kong, as are others in Oreana. This allows Matt to provide me with an international perspective, deep knowledge, valuable advice, and sound portfolio management leveraging the depth of Oreana’s team.”


Ian

“We moved to Oreana early in 2020 when our existing financial planners opted to stop offering financial planning. Oreana was recommended by our existing planners and after considering a few, we joined and Matthew Jones was appointed as our representative. We were very impressed with the level of service and knowledge Matt provided and vividly recall when we were based in Vietnam, and Matt in Hong Kong, that he took the time to visit us to introduce himself and run through in detail the company, their strategies and investment options which are quite large. When we commenced we had a diversified portfolio which included real estate and found the advice well balanced and no pressure to totally realign all funds into Oreana provided investment vehicles. Since the positive start, Matt has remained informative and readily available and quickly responds to any query or investment advice we request. We would wholeheartedly recommend Matt and Oreana to anyone considering using financial planning services. “


Warren & Ineke

“Matthew Jones has been my advisor for several years now and I trust and respect him. I feel he knows my financial needs and is personally interested in doing the best he can for my wealth growth and my financial well-being. Although Matthew is in Hong Kong and I am now in Perth; Australia, communication is easy and readily available as needed.”


Leonie

“I have an enormous amount of confidence in Matthew Jones of Oreana.  My investment performance shows me that I can, along with Matthew’s responsiveness and his interpretation of the markets and regulation around them in a way that I can understand and make quick decisions to in response. “


Leonora

“I have had the privilege of working with Matthew Jones as my Wealth Management Advisor for the past 5 years and I can’t express how grateful I am for his exceptional dedication and commitment. What sets Matthew apart is his unwavering commitment to providing outstanding service, regardless of the size of your portfolio. Matthew has always made the conscious and productive effort to contact me regularly and talk me through strategies and his suggestions to ensure I feel super comfortable with my portfolio and the service I am receiving.

From day one, it was evident that Matthew genuinely cares about his clients’ financial well-being. He took the time to understand my unique financial goals and patiently explained every step of the investment process and my varied options as an Ex-Pat Australian who is living in the U.S.A. What impressed me most is that he treated my modest ‘Australian Superannuation’ portfolio with the same level of attention and care as if it were a high-value account.

Matthew is not just an advisor; he’s a financial partner who goes above and beyond to ensure his clients’ financial success. He proactively researches and recommends investment opportunities, constantly monitors the market, and provides insightful guidance to navigate even the most complex financial situations. He is extremely transparent in his recommendations and wants to ensure I truly understand the balance of my portfolio, especially when I elect to be in high growth sectors, always taking the time to explain the risk associated with these choices.

But what truly sets Matthew apart is his integrity and ethics. He always puts his clients’ interests first, ensuring that their investments align with their long-term financial goals. I never once felt pressured into making decisions that weren’t in my best interest.

In a world where financial advisors often prioritize high-net-worth clients and constantly looking for ways of increasing clients contributions, Matthew is a shining example of someone who values every client, regardless of their wealth. He not only manages your money but also builds a lasting, trust-based relationship. I can’t thank Matthew enough for his exceptional service and unwavering support on my financial journey. I wholeheartedly recommend him to anyone seeking a dedicated and trustworthy wealth management advisor.

If anyone wishes to reach out to me directly for confirmation of this testimonial, I can be contacted at +1 630-340-1870 or kurt.gissane@aristocrat.com”


Kurt

“I was introduced to Matthew and Oreana Financial Services by my previous Advisor when my wife and I were Expats living in Singapore in 2016.

I was working for a large Global US Bank at the time and was always cautious of who to trust with my Financial future. After several 1:1 meetings with Matthew and listening to how he was going to position my assets, I felt extremely comfortable and knew he clearly understood what our Goals and Objectives were (are). I have also attended several webinars and listened to Dr Isaac Poole.

In 2020 we made the decision to start repatriation back to Australia and I was very impressed how Matthew started the planning of organising our finances to ensure we capitalised on our move.

Matthew was also EXTREMELY helpful in aligning us with a Tax expert to make sure our move and any tax implications were addressed. I am so happy that Matthew still remains to be our advisor and we can continue that financial plan together.

Needless to say, I have recommended many friends and colleagues to Matthew and they are also very happy with the services he provides.

Great guy and very easy to talk with and constantly reviewing our financial plan.”


Sam

“Through my difficult times our communication became more frequent and the relationship quickly developed with Matthew becoming a reliable friend (always helpful and supportive with sage advice), as well as a financial adviser.

It is hard to express the appreciation I feel and felt. He never pressured, and was always simply supportive helping where he could. I would highly recommend Matthew to anyone as an extremely friendly, reliable and excellent financial adviser.”


David

“Matthew Jones has provided the best financial advisory experience I’ve ever had. He has adeptly corrected numerous financial errors I made in the past, consistently prioritizing my goals with a tailored approach that stands out from the generic methods used by many others in the field. His commitment, along with Oreana’s client-first philosophy, ensures personalized and effective financial strategies.
I highly recommend Matthew Jones for anyone seeking dedicated and proficient financial guidance.”


Manolis

“When I moved to Hong Kong I needed to find someone locally that could advise me on expat issues and manage my financial affairs; an autonomous firm with a strong advisory team that had my best interests at heart. I felt from the outset I was in good hands, and I’ve been with the team that is now Oreana Private Wealth for over ten years.”


Michael

As a UK expat since 1998, I have been using the services of Oreana for nearly 20 years now. I started when they were a Hong Kong owned company called Callibre, then Bank of Australia and more recently Oreana Private Wealth.

 

They have always managed my investments and kept them safe through three global recessions. Since Oreana took over, my investments have been growing at an even better rate.

 

I will be retiring soon and I am happy to leave the Oreana advisory research team in charge, under the excellent management of Dr. Isaac Poole. In this way I can make enough income to live on after giving up work. They have good ideas for special alternative investment products, tailor made for people approaching retirement like me.”


Christine

“Matthew has been my financial advisor at Oreana for the past 3 years here in Hong Kong as an Australian expat.  He has helped me with a range of financial planning services including more disciplined budgeting and savings, reviewing my investment portfolio in both Australia and Hong Kong and helping me roll over my superannuation account into a more diversified strategy.

He has also been able to help me navigate some really complex financial dependency situations with my mother’s aged care needs, helping me to maximise government funding, and not trigger capital gains tax around my assets based in Australia.

Even in challenging economic times Matthew continues to help me stay focussed on my retirement savings goals.  Matthew is honest, personable, transparent and flexible in his approach.”


Michelle

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