About O2 Holdings
A Corporate Advisory & Consulting Platform Built on Expertise, Assets & Intelligence
Who We Are
An Integrated Ecosystem for Business Advisory & Growth
O2 Holdings is an Australian corporate advisory and consulting group that brings together strategic advisory, real asset consulting, cross-border advisory, and AI technology under one roof. We are not a fund manager — we are an operating platform that advises, consults, and builds.
Our integrated model means that every business unit reinforces the others: strategic advisory informs asset consulting, real assets provide operational context for cross-border clients, and Lunova AI optimises every process with data-driven intelligence.
Our Operating Model
Four Pillars, One Integrated Platform
01
Strategic Advisory
We begin every engagement with deep strategic analysis — understanding market dynamics, regulatory requirements, and competitive positioning before committing resources.
02
Operational Execution
Our experienced team supports clients in structuring and executing business transactions, working alongside external licensed professionals where required.
03
Real Asset Consulting
We provide advisory and operational support for industrial, commercial, and logistics properties — delivering practical expertise for our cross-border and advisory clients.
04
AI-Enabled Analytics
Lunova AI's analytics engine continuously analyses business performance, supply chain efficiency, and market data to drive better outcomes across all business units.
Governance & Trust
Built on Professional Standards
O2 Holdings operates within a governance-focused framework, ensuring professional standards and regulatory awareness across all advisory and consulting engagements.
Our Team
Practitioners, Not Just Advisors
Our team combines deep expertise across business, law, technology, and logistics. From quantitative engineers at Lunova AI to seasoned freight operators at Gforce, every O2 partner brings real-world operational experience.
We are founders, operators, and consultants — which means we understand the full lifecycle of a business, not just the transaction.
Jannie (Jenny) Li
Partner, O2 Holdings
A seasoned finance and business professional with CPA Australia qualification and extensive experience in corporate advisory, cross-border business structuring, and capital operations. With over 10 years of experience across business advisory and operational management, Jannie has deep expertise in family office advisory, cross-border consulting, and business development across Australia and Asia. She is also co-founder of FYCO International Family Office and former Chair of Bendigo Bank's Melbourne Chinese Community Branch Committee.
Edward Li
Partner, O2 Holdings
A business and advisory professional with CFA and MBA qualifications, offering a unique combination of expertise in corporate advisory, AI-driven business transformation, and supply chain management. With a professional background at one of China's largest financial groups, Edward has developed strong capabilities in business advisory, institutional relationships, and cross-border operations. He has demonstrated practical leadership in integrating AI into business workflows, improving operational efficiency, and managing supply chain and logistics functions across cross-border trading environments. His profile reflects a blend of analytical rigour, strategic thinking, and execution capability in complex and fast-evolving markets.
Gordon Yan
Head of Research & Analytics, O2 Holdings
RG146-certified research professional with extensive experience leading research teams in business and market analysis. Specialising in market trend analysis and macroeconomic research, Gordon has a strong track record of delivering data-driven insights to support business advisory and consulting engagements. He previously served at J.P. Morgan covering research and analysis, working with major institutional clients. His analytical expertise underpins O2 Holdings' research and Lunova AI's quantitative analytics capabilities.