Page 2 - Client Review Report Redacted

P. 2

Level 37, 140 William Street
Melbourne, VIC, 3000
T 03 9100 7852
www.psk.com.au

October 2024

Redacted

Dear Redacted,
Thank you for the opportunity to continue to be of service to you, and for making the time to
review your financial plan and its progress.

We have provided a review report which contains detailed information about your
investments and give an overall picture of how you are tracking towards your goals, whilst
also ensuring we have your most current details on file.

This review includes the following:

1. a snapshot of your current situation
2. a summary of your goals
3. a review of your current strategic advice
4. an overview of our investment philosophy and process
5. current market commentary from our Chief Investment Officer

Please be aware this review report does not contain, nor is it intended to convey, any
recommendations.

If there are changes that arise from our review, we will prepare and provide you with the
appropriate advice.

If you have any queries or wish to advise us of any changes to your current situation, please
do not hesitate to contact me at any time.

Yours sincerely,

Redacted
Private Client Adviser
PSK Advisory Services Pty Ltd
ABN 30 008 587 595
Australian Financial Services Licence No. 234656

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