Skip to main content
A Clear Direction
rss feedour twitterour facebook page linkdin
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo

 Financial Happenings Blog 
Tuesday, June 30 2009
In a recent article published in Alan Kohler's Eureka Report, financial education consultant Scott Francis looks at where investors can turn if they feel like they have received bad advice.

He sets out the following steps:
  • Set out a written complaint to your financial services provider (eg, your financial planner) and see if it can be resolved at that point.
  • Ask for a copy of the financial service provider's complaints process, and lodge a formal complaint.
  • Make a complaint with the external complaints scheme - usually the Financial Ombudsman Service.

  • Before you take any action, be clear on who the complaint is against, the basis of the complaint, and the damage that this has caused you (the financial figure).

    To take a look at the full article please click on the following link - Who can I complain to?
    Posted by: AT 05:52 pm   |  Permalink   |  Email
    Scott Francis' articles in the Eureka Report 
    Request for Information 
    If you have questions, or would like more information, please go to our Contact page and leave your name and contact information.

    Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

    A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

    Level 19
    10 Eagle Street
    Brisbane QLD Australia
    Ph: (07) 3303 0269

    Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

    ASIC - Financial Advisers Register

    All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

    FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy