Who can I speak to if I have a complaint about the advisory service?

We are committed to providing quality advice to our clients. This commitment extends to providing accessible complaint resolution mechanisms for our clients. If you have any complaint about the service provided to you:

  • Contact your adviser and tell your adviser about your complaint.
  • If your complaint is not satisfactorily resolved within 7 days, please contact SFR Planners on (08) 9220 5200 or put your complaint in writing and send it to us at, SFR Planners, Level 4, 10 Eastbrook Terrace, East Perth WA 6004. We will try and resolve your complaint quickly and fairly.
  • If we cannot reach a satisfactory resolution, you can raise your concerns with the Australian Financial Complaints Authority (AFCA) using the contact details below.
     

SFR Planners is a member of this complaints resolution service.
Website: www.afca.org.au
Email: info@afca.org.au
Phone:1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority GPO Box 3, Melbourne VIC 3001

  • The Australian Securities & Investment Commission (ASIC) also has a free call Info line on 1300 300 630 which you may use to make a complaint or obtain information about your rights.
  • If your concerns involve unethical conduct, you may wish to consider raising these concerns with the Financial Planning Association of Australia (FPA). They can be contacted at P O Box 109, Collins Street West, Melbourne Vic 8007.

We have attached a Fact Sheet for your information.

 

Services

SFR Advisory offers financial advice across the full spectrum of disciplines

Testimonials

  • “Thank you for all the work you did in winding up our Self Managed Super Fund for us.”
    Alan and Diana G (Retired Public Servant – WA)
  • “We have been dealing with SFR ever since we had a super and we have dealt with Dean from the beginning. Our fund has done well, thanks in no small part to Dean’s contribution. We have now gotten them to keep all our books. Above all, we have now become friends and have mutual trust. We will certainly recommend his company.”
    David G (Retired)

  • “We have been clients of SFR Advisory since 2009 and our only regret with this association is that it didn’t begin a lot earlier.
    Our SFR advisor was instrumental in straightening out the disastrous mess caused by our previous advisors. His work was tireless, meticulous and methodical in his endeavour to realign our portfolio. In the ensuing years his results speak for themselves, above average service and results.
    We have no hesitation in recommending our SFR advisor to anyone who is fortunate enough to have him pass their way.”
    Peter & Trish (Real Estate Agent – WA)