Making a complaint

We understand it’s a privilege to advise our clients on their life savings, so we pride ourselves on delivering superior service and advice.

If for any reason you are not satisfied with our services, contact us immediately. You can contact your financial planner or our complaints manager by email at admin@catalpa.com.au You can phone, email us, write us a letter or visit us in person.

We aim to resolve complaints immediately. When that’s not possible, we will acknowledge your complaint, investigate it, and respond within 30 days. If you are not satisfied with response after 30 days, you can lodge a complaint our with the Australian Financial Complaints Authority (AFCA).

You can contact AFCA on 1800 931 678 or use their website www.afca.org.au AFCA provides complaints resolution services that are free to consumers.