Having all your personal wealth needs managed under one banner means no more explaining your personal situation to different service providers over and over again. Our team work together closely and will work to provide you the best solution to suit you and your family’s needs.
Making a Complaint
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us.
Please call us on +61 (0)2 9020 4000, send us an email email@example.com or put your complaint in writing to our office addressed to Level 5, 10 Shelley Street, Sydney NSW 2000 Australia. You can direct your complaint to your financial adviser or to one of our directors.
We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.
If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.