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Initial Consultation - FREE
Brief overview Financial Health Check Future Plans/Goals
30 min30 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
c05/25 Challis Street, Dickson ACT, Australia
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