Integrity Financial Planners Pty Ltd and its representatives (we, our or us) value your feedback. We understand that issues might arise from time to time that can cause our clients dissatisfaction. If at any time you are dissatisfied with us or our services, please contact and provide us with your concerns and feedback, and allow us the opportunity to remedy the matter where this is appropriate and possible.
How to make a complaint?
You can provide us with your feedback or complaint by contacting your financial adviser or the business manager as follows:
If your issue has not been addressed to your satisfaction, you can contact our Australian Financial Services Licensee as follows:
Address: Suite 2 / 1 Railway Crescent, Croydon VIC 3136
Postal Address: PO Box 1140, Croydon VIC 3136
Telephone: 03 9723 0522
Web Address: www.iplan.com.au
Whichever lodgement method you choose to lodge your complaint, please provide us with your full name, contact details and as many details as possible regarding your complaint.
If you are experiencing difficulties and need additional assistance/support in lodging your complaint, please contact our Complaints Officer, who will help you work through our complaints process.
How will we treat your complaint?
When we receive your complaint, we will:
- acknowledge your complaint within one business day of receipt or as soon as reasonably practicable ;
- assess and investigate the matter(s) raised in your complaint;
- keep you informed of the progress of your complaint at key stages of the complaints handling process; and
- provide you with a written response that will explain our investigation, decision, and reasons for our decisions once our investigation is complete.
How long will it take us to treat your complaint?
Generally, we will provide you with a response no later than 30 calendar days after receiving your complaint.
In some cases, a different time frame may apply where the resolution of your complaint is particularly complex, or there are circumstances beyond our control causing complaint management delays. Where this is the case, we will provide you with a delay notification which will inform you of the reasons for the delay and your rights to escalate the matter to the Australian Financial Complaints Authority (AFCA) if you are dissatisfied.
How to access and contact AFCA?
We are a member of AFCA. AFCA is an independent dispute resolution scheme available to consumers. If we have not resolved your complaint to your satisfaction or issued you with a delay notification, you can lodge your complaint with AFCA.
AFCA contact details: