News Update

Merry Christmas and here’s to a safe and happy New Year!

21 December

As the year comes to a close, we want to take a moment to express our sincerest gratitude for your continued support and partnership. It has been a year filled with challenges and opportunities, and we are grateful to have had you by our side.

This holiday season, we extend our warmest wishes to you and your loved ones. May your days be filled with joy, laughter, and cherished moments.

We look forward to another year of working together, striving for excellence, and achieving success. Thank you for being an essential part of our journey.

Merry Christmas and here’s to a safe and happy New Year!

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Disclosure Statement:

Yihsing Koo and Oak Wealth Solutions Pty Ltd (ACN:143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN:657 966 722 37) are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd (ABN:65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

General Advice Warning:

Any advice or information in this publication is of a general nature only and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, and to seek appropriate advice. Past performance is not a reliable guide to future returns. The information in this publication reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this publication. Members of the IOOF group of companies (IOOF Group), associated employees or agents may have an interest in or receive monetary or other benefits from the financial products and services mentioned in this publication. The Licensee is part of the IOOF Group, and we may recommend financial products issued by companies within the IOOF Group.

Important:

We take your privacy and security seriously and we will never ask you to transfer money or provide personal information via email, unless we have spoken to you in person or the transfer is an existing arrangement we have in place with you. If you receive any such request that is outside the arrangements, we have in place with you, please contact our office immediately to confirm the validity of the request, before you do anything.

News Update

Merry Christmas and here’s to a safe and happy New Year!

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