As an independently owned practice, Windsor Advisory is large enough to have the systems and expertise of an institutional firm yet small enough to remain entrepreneurial and client-focused; relationships matter to us. Our independent ownership allows us to avoid shareholder pressure and the constraints or conflicts of interest present at large investment management firms.

Our Financial Services Guide, or FSG, is a detailed guide to Windsor Advisory, our chosen licencee Oreana Financial Services, and the advice services we offer.  It describes the fees we may charge, the information we may collect about you, and the ways we use that information.

Use it to decide whether or not to seek advice from us. If you have any questions, or if anything is unclear, feel free to call us on (03) 7036 0011.

We hope you find it useful.

Download our FSG Part A version 8.0 dated 1 July 2024 and Part B Version 6.1 dated 1 July 2022.