You should have confidence in the quality of our advice. However, if you are unsatisfied with the service we provide, we would welcome your feedback. Please take the following steps so we can make every effort to resolve any complaint quickly and fairly.

1.  Contact your adviser and tell them about your complaint.

2.  If your adviser has not satisfactorily resolved your complaint within 3 days, please contact our Compliance Manager at the following address:

The Compliance Manager
Nextplan Financial Pty Ltd
PO Box 58
Lilydale Vic 3140
Telephone: 03 9017 3190

Our Compliance Manager, in association with your adviser, will:

  • acknowledge your complaint promptly;
  • investigate the complaint;
  • decide upon appropriate action; and
  • respond within 45 days of receiving the complaint advising of any decision.

3.  If the complaint can’t be resolved to your satisfaction within 45 days, you have the right to refer the matter to the independent Financial Ombudsman Service (FOS). FOS can be contacted on 1300 78 08 08 or you can write to them at:

Financial Ombudsman Service
GPO Box 3