Complaints

If you have a complaint about the service provided by us you should:

Let us know your concerns. We value your feedback and the opportunity to improve our service. In the first instance, please let us know your concerns. Alternatively you can email or write setting out details of your complaint to:

Management, Wealth Partners Holdings Pty Ltd (Wealth Partners).
Email: [email protected]; or
Post: Shop 4, 246 Arthur Street, Newstead QLD 4006; or
Telephone (07) 3169 2221

Outline the specific areas of service, which have not met with your satisfaction. Detail in your letter, as simply as possible, all the facts relating to your complaint and how you believe we can investigate and resolve this matter to your satisfaction.

Wealth Partners will investigate your complaint and will make every effort to ensure you receive a fair and prompt reply. Wealth Partners will endeavour to resolve your complaint within 30 business days. We will keep you informed of what is happening to your complaint if this investigation cannot be resolved within this time.

If you still do not get a satisfactory outcome within 45 days, you have the right to take the complaint to the Australian Financial Complaints Authority (AFCA).

Wealth Partners is a member of the external complaints resolution scheme operated by the Australian Financial Complaints Authority (AFCA). The Australian Financial Complaints Authority (AFCA).provides free advice and assistance to customers not satisfied with the responses provided by member companies to their complaints. AFCA may undertake an independent external investigation of the complaint or enquiry. Member companies like Wealth Partners are bound by any decisions made by AFCA. You can write to The Australian Financial Complaints Service can be contacted by calling 1800 931 678 or writing to GPO Box 3, Melbourne, VIC, 3001.