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Initial Consultation

Brief overview Financial Health Check Future Plans/Goals

15 minVirtual or in person based on your preference

Service Description

The initial consultation aims to get an understanding of your current stage in life, finances, risk appetite and goals for the short medium and long term. If we both agree that you could benefit from our services then we proceed to our agent-client relationship.

Contact Details

+61412022290

info@oaum.com.au

Located in the laneway through MVB (visible from Challis street). c05/25 Challis Street, Dickson ACT, Australia

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Disclaimer
This website has been prepared with all due diligence and care, based on the best available information at the time of last update. OAUM Securities holds no responsibility for any errors or omissions within. Any decisions made by other parties based on this information are solely the responsibility of those parties. OAUM Securities Pty Ltd ACN: 620 628 640 is an authorised credit representative 548755 of Australian Finance Group Ltd ACN 066 385 822 (AFG) Australian Credit Licence 389087. For Financial Advice, OAUM Securities Pty Ltd ACN: 620 628 640 refers clients to MASU Financial Management Pty Ltd ACN 069 358 498 AFS Licence Number 231140. Terms & Conditions and Privacy Policy

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