Oakwood utilises the services of a number of independant professional organisations in the provision of services to our clients.

For ongoing compliance our external consultants are Catalyst Compliance.

To assist with the development of our recommended list, we utilise the services of Zenith Partners and Lonsec, two well established research houses to the financial planning community.

As a Principal Member of the Financial Planning Association of Australia, our advisers are required to undertake specific levels of ongoing training each year.  To this extent we have engaged Kaplan Training, the Australian operations of the Global Group.

 

 

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