Changes to the Dispute Resolution process from 1 November 2018

Club Plus Financial Planning

If you are dissatisfied with any aspect of the advice service we provide, please contact us:

Phone:

Mail:

 
 
Email:

(02) 9376 9428

Club Plus Financial Planning
GPO Box 3774
Sydney NSW 2001

info@clubplusadvice.com.au

We will attempt to resolve your dispute through our internal dispute resolution process as soon as possible. You will receive a letter of acknowledgment within 48 hours of your complaint being received by us.

If the matter is not resolved to your satisfaction within 45 days, or you do not receive a response from us, you may contact the following independent external dispute resolution schemes, based on the date you lodge your complaint:

Up to and including 31 October 2018 - The Financial Ombudsman Service Australia (`FOS')

Phone:

Mail:

 
 
Email:

Website:

1800 367 287

Financial Ombudsman Service Ltd
GPO Box 3
Melbourne VIC 3001

info@fos.org.au

www.fos.org.au

From 1 November 2018 onwards - The Australian Financial Complaints Authority (`AFCA')

Phone:

Mail:

 
 
Email:

Website:

1800 931 678

Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001

info@afca.org.au

www.afca.org.au

If you have concerns involving ethical and professional conduct, you may wish to consider raising your concerns with the Financial Planning Association of Australia (FPA). They can be contacted at GPO Box 4285, Sydney NSW 2001, by email at professional.standards@fpa.com.au or by phone on 1300 337 301.

In all cases you must go through our internal dispute resolution process first before you can escalate a dispute to an external dispute resolution scheme.