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Complaints

What to do if I have a Complaint?

If at any time you are not satisfied with our services, the following will help you understand your options and find a resolution.

 

Attention: Advice Complaints Department

Akumin Financial Planning Pty Limited
Level 6, 88 Phillip Street
Sydney NSW 2000 Australia

 

 

They will try to resolve your complaint quickly and fairly. They will provide you with a decision about your complaint within 30 days of us receiving it.

We note that in some circumstances, it may not be possible for us to completely resolve a complaint within this timeframe. If you do not agree with our decision in respect of your complaint, or are otherwise unsatisfied with our response, you may escalate your complaint to one of the following External Dispute Resolution Schemes.

 

Any issues about financial advice, investments, superannuation, insurance matters, or credit matters

Australian Financial Complaints Authority (AFCA)

GPO Box 3, Melbourne VIC 3001

1800 931 678

www.afca.org.au

info@afca.org.au

Any issue about your personal information

The Office of the Australian Information Commissioner

GPO Box 5218, Sydney NSW 2001

1300 363 992

www.oaic.gov.au

enquiries@oaic.gov.au 

You may also contact the Australian Securities & Investments Commission (ASIC) on 1300 300 630 (free call info line) to make a complaint and obtain information about your rights.

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Disclaimer: Who Dares Wins Enterprises Pty Ltd ABN 30 637 029 719 t/a Modern You Financial Planners is Corporate Authorised Representative License number 1283177 of Akumin Financial   Planning Pty Ltd ABN 34 679 707 487 | AFSL 232706. Unless specifically indicated any information on this website does not take into account any of your personal objectives, financial situation and needs. It is as intended, to be of a general nature only and NOT a recommendation to you. We will only make recommendations within an advice document. You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial adviser.

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