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General Advice Warning

Oreana Financial Services General Advice Warning

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

The material contained in this document is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the Oreana Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

All advisors associated with Oreana are Authorised Representatives of Oreana Financial Services Pty Ltd ABN 91 607 515 122, an Australian Financial Services Licensee, Registered office at Level 7, 484 St Kilda Road, Melbourne, Victoria 3004 Australia.

This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.

 

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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.

Michael Fairclough

Lachlan does detailed research on investment opportunities and tailors his advice based on clearly understanding his client’s needs.

Basil Roufogalis

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.

Deborah Evans

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👍🏻🌅

Jan Ringrose

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.

Alan Pont