We intend to help you achieve your financial goals and provide you with the advice and support that can make a real difference to your life. We’re committed to acting in your best interests but, if for some reason you’re not satisfied with our service, or have suggestions about how it could be improved, then we want to hear from you.
Who do I contact?
Your first step should be to speak to your financial adviser and discuss what can be done. They’ll try to resolve any concerns you may have but, even if they can’t, you can expect your complaint to be acknowledged in writing within 24 hours (or 1 business day).
What if I don’t want to speak to my financial adviser?
Your financial adviser knows you, and your circumstances best, but you don’t need to speak with them if you would prefer not to. In these circumstances, contact our Complaints Officer on 08 8231 4709 or email@example.com. The Complaints Officer will acknowledge your complaint within 24 hours (or 1 business day) and then manage your complaint through to resolution.
How do I contact the Complaints Officer?
You can contact our Complaints Officer by telephone, email, post or via our website:
Phone: 08 8231 4709 (our office hours are between 8.30am – 5.30pm Monday to Friday AEST)
Post: The Complaints Officer, Centra Wealth, Level 12/431 King William Street, Adelaide SA 5000
Do I have to put my complaint in writing?
You don’t have to fill out forms or submit additional paperwork simply to let us know that you’re unhappy with us, our staff or our services. You can lodge a complaint with us over the phone, via email or post.
When can I expect the matter to be resolved?
Where we can’t resolve your complaint within 5 business days, we’ll respond formally by providing you with a written response within 30 days. Although our response will depend on the specific nature of your complaint, you can expect that response will outline our findings and include information that may help you understand our position.
What should I provide to you?
We may require additional information to resolve your complaint so you’ll need to provide us with your your current contact details and confirm your preferred contact method. Please provide us with an explanation of your dissatisfaction to allow us to investigate the matter for you.
To assist us in resolving your complaint in an efficient and fair manner, please try to clearly explain the problem to us and tell us how you believe your complaint could be fairly resolved.
What if my complaint isn’t resolved to my satisfaction, what can I do?
We might not be able to resolve your complaint in the way you want, but if we can’t resolve the complaint to your satisfaction, the Australian Financial Complaints Authority (AFCA). AFCA provides fair and
independent financial services complaint resolution that is free of charge to you.
AFCA can be contacted:
Phone: 1800 931 678 (free call)
Post: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001
Email – firstname.lastname@example.org
Further information about their complaint handling process may be found on their website – www.afca.org.au
What if I need additional assistance?
We want to hear from you so if you have special needs, or if we need to make additional arrangements to make that possible, we’ll do so. Please let us know if you need:
- Australian Sign Language (AUSLAN) video presentations of material;
- Text telephone (TTY) and the National Relay Service (NRS); and
- Translation services.
What about my privacy?