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

Financial Planning
Financial Planning
We offer high level financial advice & formulate recommendations that address the needs of each client’s unique situation to help make you financially independent.
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SMSF Services
SMSF Services
Whether you are investing as an individual or as a group, we will help you find the best self-managed superannuation fund to meet your needs. There are many options for tailoring your fund to suit both your desired outcomes and your current means.
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Taxation Advisers
Taxation Advisers
The SFR Advisory Group provides clients with in-house, full-service Accountancy expertise that delivers tax compliance and reporting services along with strategic advice that adds value to the client’s comprehensive financial plan.
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Australian Super
Australian Super
In Australia, retirement income is funded through a mix of personal savings, a government pension and superannuation (super).
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Aged Care & Centrelink
Aged Care & Centrelink
Aged care rules are complex, with forever changing rules & costs buried in fine print which can be quite distressing for you, including families whom just want the best with available funding.
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Property Investment Advisers
Property Investment Advisers
Buying a property can be one of the most stressful experiences anyone will ever face. There is a lot of responsibility that comes with this, not to mention a lot of your money being spent on it.
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Estate Planning
Estate Planning
Estate planning should take into consideration two major scenarios:
Death of a person;
Loss of legal capacity of a person
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Self Managed Investment Advisers
Self Managed Investment Advisers
Self-directed investing is the activity of individual investors trading stocks, property, bonds, funds, and other securities on their own behalf.
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SFR Mortgages
SFR Mortgages
Regardless of whether you are buying your first home, upgrading to your next home, buying an investment property, or refinancing an existing loan, SFR Advisory Group offers a range of financial services, home loan and mortgage advice to assist you.
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Testimonials

  • 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