Our Mission

The world we live in is fast-paced, ever-changing and the economic changes forecasted in the next 50 years mean you have to have a plan in place to provide for yourself and your family for the long term – now more than ever.

 

We founded Orion Financial Group to bring order and direction to the lives of motivated Australians through more than 100 years of combined in-house expertise, to ensure you can improve your financial situation to enjoy your life on your terms, for the long term.

Our History

Orion Financial Group is the culmination of one man’s dream to ensure Australians are protected against whatever life throws at them. Igor Loutkovsky along with his wife Jennifer started a business more than 30 years ago with a focus on personal and asset protection. In that time the business has grown from a team of 2 working out of a garage to a team of 8, with offices in NSW and QLD and an expanded focus on growing wealth, protecting wealth and distributing that wealth effectively. We’re proud that even over 30 years Orion continues to retain a family business feel, because at heart we’re all just people trying to help each other.

Our Values

  • Education – we ensure our clients to improve their financial literacy and be empowered to make decisions
  • Specialisation – we feel that a jack of all trades is a master of none, so you may receive specialist advice from a few of us over your journey
  • Innovation – we pride ourselves on delivering information to you in more exciting and innovative ways, it’s boring otherwise!
  • The Journey – we’ve always said we look after our clients ‘womb to tomb’ and we understand that means a solid relationship and respect for each other

Our Services

Orion Financial Group is the holding company of Orion Wealth Management and Orion Financial Advisory. The following services are provided by Orion Wealth Management, which is a Corporate Authorised Representative (No 469150) of Aon Hewitt Financial Advice AFSL No 239183: advice on insurance, retirement planning, superannuation, SMSF, debt management & investment strategies. Our Tax services are provided by Orion Financial Advisory in strategic partnership with ROCG while Estate Planning is provided by our strategic alliance partner Equity Trustees.

Our Team

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Igor Loutkovsky, Managing Director & Risk Adviser

Igor has been steering the ship and advising clients on risk management strategies for more than 30 years. Prior to that he had an illustrious career in accounting. He is well known and respected across our profession as one of the best. Born on the other side of the world he’s a self-made man who knows what’s like to build a life for yourself and your family and loves seeing the difference he makes in his client’s lives when they need it the most. When not building his business you’ll find him at Bunnings or on the golf course.

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Sacha Loutkovsky, Director & Senior Risk Adviser

Sacha was born to do this job, having grown up hearing all about business at the dinner table with Igor and Jennifer. With a passion for exploring, educating and pushing boundaries Sacha uses specialist risk management strategies to protect her clients whilst on their life journey and helps them improve their financial literacy in the most innovative ways she can. When she’s not innovating you’ll find Sacha (or not) in some far-flung corner of the world doing something crazy – thank goodness her risk strategies are in place!

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Pankaj Sawjani, Director & Financial Adviser

With a career in financial services spanning more than 40 years – including being Igor’s protégé early on in his career – Pankaj is your go-to for all things retirement planning. A qualified CPA and Financial Adviser, Pankaj has worked with a range of clients from multi-nationals to small/medium businesses and individuals advising across SMSF, asset protection, tax free pensions, SMSF gearing and more. On the weekend you’ll find Pankaj on the golf course or scuba diving or crying into a beer (being a long-suffering Parramatta Eels supporter!).

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Chris Kelly, Financial Adviser

If you ever needed to know anything about investing, prioritising financial goals, keeping on top of the ever-changing economic landscape and setting yourself up to enjoy your future, Chris is your man. Born and raised in the country, Chris brings a no-nonsense, strategic and well thought-out approach to achieving your goals. When not helping our clients, Chris enjoys a good serving of dad jokes, helping his children achieve their goals and using his talents to improve his family’s financial future.

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Karla Jones, Risk Adviser

Karla has been working with us since 2003, when she came to see Igor as a client and left with a job! She’s worked her way up the ranks and with a passion for investing Karla enjoys being able to help other investors and families put a safety net in place so they can sleep at night. Living a relaxed life by the beach has its advantages and Karla has a knack of helping our clients feel that they’re in safe hands. That’s where you’ll find Karla these days, watching her 2 sons enjoy nippers with her husband and Echo the dog.

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Jennifer Loutkovsky, Client Services Manager

Ever-patient, always on the ball and the ‘big boss’ of Orion, Jennifer has been working to build our business with Igor for more than 30 years and raised three children in that time; you might say she’s been quite busy! Jennifer heads up our client service and review channel, a process she’s been pivotal in refining so that our clients have the best ongoing service experience. To keep up with this pocket rocket you’ll need to enjoy going to the beach, gardening and dining out.

 

Please note that support staff are not authorised to provide advice under the Aon Hewitt Financial Advice Limited Australian Financial Services License.

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Erica Lord, Client Services Officer

Erica is the quick wit of the office, always ready with a joke or well-timed comment. Erica joined us in 2010 after taking some time out to raise her two sons. Part of the family as Igor and Jennifer’s daughter-in-law, Erica is the details person – if you need to know anything about a process, a particular product provider’s strengths or weaknesses, or how to pay your overdue policy Erica is your go-to. Erica must bring these skills to the office from her favourite pastime: playing soccer year-round!

 

Please note that support staff are not authorised to provide advice under the Aon Hewitt Financial Advice Limited Australian Financial Services License.