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If you are not satisfied with our services, we encourage you to contact us either by phone email, or by writing to our office. You can direct your complaint to your Financial Adviser or one of our directors.

We take complaints seriously and so aim to resolve any issues immediately. Where this is not possible, you will receive an acknowledgement of receipt for your complaint within 48 hours. We will then contact you to explain the complaint process and provide you with the details of the person who will manage your issue.

If you are still not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. The AFCA can be contacted on 1800 931 678 or via their website: AFCA provides fair and independent financial services complaint resolution, which is free to consumers.

Financial advisers discussing wealth planning at a private wealth management firm in Perth.
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