Legal & compliance

Complaints

We are committed to resolving your concerns quickly and fairly. Here is how to raise a complaint with us.

How to Make a Complaint

If you have any complaints about the services provided to you, please follow the steps below. We are committed to handling every complaint thoroughly and fairly.

1

Contact your financial adviser directly and tell them about your complaint.

2

If your complaint is not satisfactorily resolved within three days, please contact Advice Evolution Pty Ltd on 042 622 8737 or email us at admin@adviceevolution.com.au.

Advice Evolution Pty Ltd will acknowledge your complaint and will try to resolve it as quickly and fairly as possible. We will conduct a thorough investigation of your situation and provide you with a formal written response within a 30-day period.

If your complaint has not been resolved satisfactorily, you may escalate it to the Australian Financial Complaints Authority (AFCA).

Australian Financial Complaints Authority (AFCA)

If we have not resolved your complaint to your satisfaction, you have the right to lodge a complaint with AFCA — a free, independent dispute resolution service.

Contact AFCA

Website: www.afca.org.au

Email: info@afca.org.au

Phone: 1800 931 678 (free call)

Post: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001

Time limits may apply to complain to AFCA. You should act promptly or consult the AFCA website to find out if or when the time limit relevant to your circumstances expires.