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Financial Guide.pdf

OFS-FSG-Part-A-and-combined-with-Part-B-Version-7.0-Aug-2023.pdf
Preview of Financial Guide
🔗 Source: alphingtonprivate.com.au
📊 Size: 2.35 MB
👤 Author: Jonathan Christie
⬇️ Downloads: 164

Summary

Oreana Financial Services Pty Ltd provides financial services as an authorised representative, offering advice on various financial products, including securities, managed investments, insurance, and superannuation. They receive fees and commissions from product providers, which may restrict their independence. The company is part of the Oreana Group and has associations with other entities. Clients will receive a Financial Services Guide, a Statement of Advice, and other documents, such as a Product Disclosure Statement, to assist in making informed decisions. Oreana recommends reviewing financial situations annually or when circumstances change.

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Description

Oreana Financial Services Pty Ltd provides financial services as an authorised representative, offering advice on various financial products, including...

Technical Information

  • File Format: PDF
  • File Size: 2.35 MB
  • Pages: 14
  • Language: EN
  • Author: Jonathan Christie
  • Total Downloads: 164
  • Last Updated: 6 hours ago

Document Overview

This PDF document about Financial Guide provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Financial Guide.

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