Financial Services Guide

Financial Services Guide (FSG)

This Financial Services Guide provides important information about the financial services associated with the WOW Financial platform.

About WOW Financial

WOW Financial provides investment intelligence and portfolio modelling services. The platform is designed around risk-first principles, structured modelling, and transparent review workflows.

About YOC Securities

All investment decisions are reviewed and executed through YOC Securities Pty Ltd, the AFSL holder. WOW Financial does not itself provide personal financial advice.

Services Covered

Through the platform and associated licensed arrangements, clients may access:

Portfolio modelling and scenario analysis
Risk posture and holdings visibility
Professional review of submitted portfolios
Related reporting and account information

General Advice Warning

The information provided by WOW Financial is general in nature and has been prepared without taking into account your individual objectives, financial situation, or needs.

Before acting on any information or portfolio output, you should consider:

Whether the information is appropriate for your personal circumstances
Seeking advice from a qualified financial adviser
The Product Disclosure Statement (PDS) for any financial products
Your own investment objectives, financial situation, and needs

WOW Financial and YOC Securities do not guarantee the performance of any investments or the accuracy of any forecasts or projections.

Fees & Charges

Any fees relating to platform access, AI subscription features, or licensed services will be disclosed before you commit to a paid service. Free registration features may be available subject to platform settings.

How We Manage Conflicts

Portfolio outputs are subject to documented human review. Where conflicts of interest arise, they are managed in accordance with AFSL obligations applicable to YOC Securities Pty Ltd.

Complaints & Support

If you have a concern about the platform or related services, contact support via the Contact Support page. Serious complaints relating to financial services may also be raised through the AFSL holder's complaints process.

Further Documents

Depending on the products or services involved, you may also receive or be asked to acknowledge:

Privacy Policy
Terms of Service
Product Disclosure Statements (PDS)
Risk warnings

This FSG summary is provided for platform transparency. Where an ACTIVE FSG document is published in the admin legal vault, that version takes precedence.