Our goal is to ensure that your planning journey is as seamless and as smooth as possible. Our approach is designed to minimise the effort required by you to make informed decisions.
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We welcome your suggestions, questions, comments and concerns. Please don’t hesitate to share your feedback.
In the event you have a complaint that you lodge with us – if we are unable to resolve the matter, you may refer your complaint to the Australian Financial Complaints Authority, who are our appointed External Dispute Resolution scheme.
You should contact them only after you have been unsuccessful in coming to an agreement with us regarding your complaint. Their contact details are in our Financial Services Guide Document.
Clever Advice Pty Ltd ABN 90 624 242 486, Authorised Representative 1248761, is authorised under Climb Wealth Pty Ltd Australian Financial Services Licence Number 409424, ABN 36 146 520 390