Let us help you plan and achieve your financial goals.

FEEDBACK AND ADDRESSING YOUR CONCERNS

Wealth Partners Australia is committed to ensuring our products and services meet your expectations. We value any feedback you have pertaining to our service – good or bad. If you feel you would like to praise one of our staff/company or have a recommendation on how we can improve, you feedback will be taken seriously. If our service does not meet your expectations, we also want to know.

Resolving clients concerns.

We always try to resolve your concerns on the spot, but sometimes this may not be possible. Wealth Partners Australia has a number of steps you can follow to resolve an issue:

  1. Contact your Financial Analyst in order to allow them to address your concerns. If you are still not satisfied with the outcome of your complaint, you can follow these steps:
  2. Please contact the Lending Adviser who provided you with credit assistance.
  3. If your complaint has not been resolved to your satisfaction within 5 business days, please contact our Complaints Officer as detailed below:

    Mr Oliver Walsh
    Ph: (03) 9243 9400
    Monday to Friday 9am to 5pm (AEST)
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
    Fax: 03 9243 9499

Mail: Mr Oliver Walsh (WPA Compliance), PO Box 2287 Richmond South VIC 3121 We may ask for additional information and request you to put your complaint in writing to ensure your issue is properly investigated. In cases where your complaint will take longer to resolve, we will update you progressively.

If you remain concerned with the outcome of your complaint, you can contact the Credit & Investments Ombudsman (CIO) –
http://www.cio.org.au/complaint-resolution/making-a-complaint/

CIO is an independent mediator. Before your complaint can be investigated, the Credit & Investments Ombudsman requires you to have first provided us with the opportunity to address the complaint.

Let us help you plan and achieve
your financial goals.


10 Dover Street Richmond VIC 3121
PO Box 2287 Richmond South
VIC 3121

Phone: 03 9243 9400, 1300 795 810
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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Wealthy Ways Pty Ltd

Corporate Credit Representative Number 392916 Of Australian Associated Advisers Pty Ltd
Trading As KeyInvest Lending Services Australian Credit License Number 392169 Wealthy Ways Pty Ltd ABN 53124320332