Complaints

We always endeavour to provide you with the best service and advice, and we take complaints very seriously. If you are not satisfied with our work then you can lodge your feedback through the following channels.

Please contact us in the first instance by:

  • Calling our office on 03 951 7999
  • Sending us an email at wealth@aintreegroup.com.au, (ATTN: James Stephen)
  • Writing to our office at Aintree Group Wealth, PO Box 193, CAMBERWELL VIC 3124

Complaints can be addressed to Aintree Group Wealth Director, James Stephen.

Where possible, we aim to resolve these matters immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours of receiving it and explain the steps we will take to resolve it.

If you are not satisfied with our response after 30 days, you can lodge your matter with the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution which is free to consumers.

You can contact AFCA on 1800 931 678 or via their website.

General Feedback

If you do not have a compliant, but wish to share some feedback on your experience working with Aintree Group Wealth, you can do so by contacting our office on 03 9851 7999, or emailing your Aintree Group Wealth advisor directly. Client feedback is extremely important to us, as it helps us provide you with the best possible service.