Complaints

If you have a complaint about the financial services provided to you, you should take the following action:

Speak to your financial planner about your concerns, or
Call us on (03) 5572 5488

If, after speaking to us or your financial planner, your complaint is not resolved within five (5) business days, please write to:

Compliance and Professional Standards Manager
Grampians Investment Services Pty Ltd

P.O. Box 881
Hamilton Vic 3300

Whilst every endeavour will be made to resolve the matter promptly and impartially, if you are not satisfied with how your complaint is handled, you can elect to refer the matter, free of charge, to the FOS. FOS can be contacted on 1300 780 808 or via mail:

Financial Ombudsman Service
GPO Box 3, Melbourne VIC 3001

https://www.afca.org.au/

Alternatively, other matters can be referred to the industry regulator, the Australian Securities and Investments Commission (ASIC) on free-call 1300 300 630 or via the website www.asic.gov.au

Our Objectives

To provide fee for service advice to clients so that they can be financially well organised and informed.
To enable our clients to develop a long term strategy which provides a clear focus on their financial affairs.
To help our clients understand their situation and save them valuable time.
To provide reassurance to our clients through regular contact throughout the year.
To build strategic relationships in all facets that might impact on a client's life including accounting, legal, finance, business coaching, corporate advisory and personal financial planning.