Who is Oakwood Financial Group

About Oakwood

Oakwood Financial Group Pty Ltd (Oakwood) is a financial services business owned and operated by a group of committed financial advisers.

Our prime focus is our clients, we are not associated with nor do we have any ownership links with providers of financial products.  Oakwood is a Principal Member of the Financial Planning Association of Australia Limited (“FPA”) and is committed to FPA’s Code of Ethics and Rules for Professional Conduct.

Oakwood’s Services

Our main business is providing comprehensive financial planning solutions to our clients which may include:-

• Personal Budget Planning
• Personal Wealth Management
• Retirement Planning
• Risk Management
• SMSF Advice
• Redundancy Packaging
• Investment Advice

Oakwood holds an Australian Financial Services Licence (AFS Licence No. 255231) that authorises us to provide financial advice and deal on your behalf in a comprehensive range of financial products.

Oakwood is responsible for any advice about these types of products and related services given to you by your Oakwood Financial Adviser.

Please find here a link to our FSG and Privacy Policy - Financial Services Guide (FSG), Privacy Policy