Financial Services Guide
This Financial Services Guide (“FSG”) is designed to assist you in determining whether to use the services we offer.
The FSG includes important information about:
- who we are
- how we can be contacted
- the services and financial products we are authorised to provide
- how we (and any other relevant persons) are remunerated
- our complaints resolution procedures and how you can access them
- compensation arrangements
- details of any potential conflicts of interest
EXTERNAL COMPLAINTS BROCHURE
Oakleigh Financial Services Limited recognise that sometimes things don’t always go as expected and a problem may occur. We treat any concerns or complaints we receive seriously. This brochure explains our process for handling and resolving complaints.
Privacy Policy
This Privacy Policy applies to Oakleigh Financial Services Pty Ltd (‘Oakleigh Financial’) ABN 84 620 804 819, and our representatives. The Privacy Act 1998 requires us to handle personal information in accordance with the Australian Privacy Principles.
This policy outlines the type of personal information we collect, how that information is collected, used, stored and protected and to whom it may be disclosed.
Continuing Professional Development Policy
This refers to Oakleigh Financial Services Pty Ltd Continuing Professional Development Policy.
Disclaimers
Accuracy of Information
The information contained on this website is subject to change without notice. While Oakleigh Financial Services Pty Ltd will attempt to provide information that is accurate and complete, it accepts no responsibility for the accuracy or completeness of the information.
It is recommended that you review the information provided on this website, including the terms and conditions as outlined in this Disclaimer, on a regular basis.
Financial Product Advice Warning
Oakleigh Financial Services Pty Ltd hold an Australian Financial Services Licence as indicated by the AFSL numbers 501454. Where information provided by a Oakleigh Financial Services Pty Ltd Licensee on this website constitutes general advice, it has been prepared without taking into account the objectives, financial situation, or needs of any particular person and, because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.
Links to Third Party Websites
This site may contain links to third party websites which do not belong to Oakleigh Financial Services Pty Ltd. Oakleigh Financial Services Pty Ltd does not accept any responsibility for the contents or information contained in those websites and makes no representations as to the accuracy or completeness of the content or information provided by those websites.
Oakleigh Financial Services Pty Ltd recommends that you make your own enquiries in relation to third parties that are described or linked on this website.
Copyright
Oakleigh Financial Services Pty Ltd is the owner of the copyright in the contents of this website. The contents of this website may not be reproduced, distributed or published in any way or by any means without the prior written consent of Oakleigh Financial Services Pty Ltd, except as permitted by law.