Complaints

Feel the need to make a complaint?

For best results please follow the methods below

If you have a complaint about Beattie Financial Services or one of our representatives, we need to hear from you. To lodge a complaint, please contact the office at Beattie Financial Services.

 

To ensure your complaint is handled in a timely and efficient manner please provide full details of the complaint including:

 

  • Full name and contact details;

  • Investor/account number

  • Service/Product provider

  • Adviser's name

  • Provide all supporting documentation

  • Clearly identify the resolution you are seeking

 

Please send your complaint using the methods below:


              Beattie Financial Services
              PO Box 514,
              BENDIGO CENTRAL VIC 3552

 

              enquiries@beattiefs.com.au

 

Once the complaint is received we will:

 

  • Provide an acknowledgement as soon as possible

  • Complete a full investigation into all matters raised

  • Provide a response letter within 60 days.

 

If you are not fully satisfied with this response, you have the right to take the complaint to an External Disputes Resolution scheme. Beattie Financial Services is a member of the Financial Ombudsman Service (FOS) who can be contacted on the below details:

 

Phone:  1300 780 808

Fax:        (03) 9613 6399

Online:  www.fos.org.au

Email:    info@fos.org.au

Mail:      GPO Box 3, Melbourne, Victoria 3001

 

FOS has limitations on their jurisdiction to deal with complaints, you will need to discuss whether your complaint falls within their jurisdiction.

 

For further information regarding the complaints procedure of our dealer group:

© 2018 Beattie Financial Services Pty Ltd. All rights reserved.

ABN 98 876 543 472

Corporate Authorised Representative (CAR) of Alliance Wealth Pty Ltd AFSL 439 562

 

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