Policy Outcome

Our Public Complaints Policy is designed to detail the requirements that apply in dealing
with complaints about financial planning and advice provided by our
staff and Representatives of our Licensee Price Financial Intelligence Pty Ltd
AFSL 402367.


The primary aim of this Complaints Policy is to set out the information required to manage a
Complaints policy as required by ASIC Corporations, Credit and
Superannuation (Internal Dispute Resolution) Instrument 2020/98. 


We understand the importance of having an effective complaint handling procedure in place and
IDR (Internal Disputes Resolution) Structure, as we adopt a customer-focused
approach. We acknowledge your right to make a complaint, whilst at the same
time, we expect that you will treat our staff with respect when they are
dealing with your complaint.


We will in turn always treat your complaint in a professional manner.

How to lodge a complaint

You may lodge your compliant with us by

phone on (02) 98752444 or

via email info@pricefinancial.com.au or

via mails
to PO Box 750, Pennant Hills NSW 1715.

Please provide the following information

Your name

Your preferred method on how you would like us to contact you

Details of your complaint and what you are seeking to resolve your complaint. 

We will respond to your claim with the following aims

We will seek to resolve your claim within 5 business days

There is a 30-day time limit for us to resolve your compliant via our Internal Dispute
Resolution, which will include a written response to your claim.

If for any reason we are unable to resolve your compliant via our Internal Dispute
Resolution facility for circumstances beyond our control, we will then refer
you to our External Dispute Resolution service provider AFCA.

Australian Financial Complaints Authority (AFCA) provide a fair and independent financial
services compliant resolution that is a free service to consumers.

How do I contact AFCA

Telephone      1800 931 678

Mail                 Australian Financial Complaints

GPO Box 3, Melbourne VIC 3001

Email               info@afca.org.au

Website          www.afca.org.au

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