we respect clients | we respect money | relationships matter
We recognise that from time to time things don’t happen as expected and that this can lead to dissatisfaction or a need to make that dissatisfaction clear.
We value the relationships we have with our clients, our suppliers and our staff and the open communication that flows from these relationships. We recognise that raising concerns when clients are not happy provides us with valuable feedback to enable us to rectify any wrongs and improve our service for all.
If you are less than satisfied, please feel free to raise the concern with us. We will investigate the matter and get back to you with a response as quickly as possible.
If for any reason, you are not completely satisfied, you can escalate your complaint by contacting:
Oreana Financial Services Pty Ltd
Level 17, 627 Chapel Street
South Yarra VIC 3141
Phone: 03 9804 7113; or
If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA). The AFCA provides fair and independent financial services complaint resolution that is free to consumers. please make a formal complaint to the Adviser, in conjunction with:
Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Phone: 1800 931 678 (free call).
For further information on our complaints policy please refer to Oreana’s website https://oreanafinancial.com/complaints-policy/
What people are saying about CSP
We have been clients of CSP for almost 20 years and have enjoyed a great relationship with Lachlan and his team. We learned quickly at the start of the relationship that we couldn’t improve on the advice we were being given by acting independently.
Lachlan does detailed research on investment opportunities and tailors his advice based on clearly understanding his client’s needs.
I have been a client for some years now and I have always found their advice and guidance to be highly professional, accurate and easy to understand. I would definitely recommend them.
Finding CSP to steer me through the financial world with security and comfort was the most fotunate outcome I could have hoped for. Always ready to guide and advise to the best possible outcomes, I am sure there could be no better place to be Thank you always Lachlan and your fabulous team👍🏻🌅
We never doubt the integrity of CSP and the investment advice matches the level of risk we are prepared to accept. Since retiring we have been very satisfied with the performance of our superannuation fund.