02 9925 0522 mail@csp.com.au

Complaints

we respect clients | we respect money | relationships matter

Complaints

We recognise that from time to time things don’t happen as expected and that this can lead to dissatisfaction or a need to make that dissatisfaction clear.

We value the relationships we have with our clients, our suppliers and our staff and the open communication that flows from these relationships.  We recognise that raising concerns when clients are not happy provides us with valuable feedback to enable us to rectify any wrongs and improve our service for all.

If you are less than satisfied, please feel free to raise the concern with us.  We will investigate the matter and get back to you with a response as quickly as possible.  If for any reason, you are not completely satisfied,

If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA). The AFCA provides fair and independent financial services complaint resolution that is free to consumers.  please make a formal complaint to the Adviser, in conjunction with:

The Complaints Manager
Level 2, 177 Toorak Road
South Yarra VIC 3141
Phone: 03 9823 1344; or
Email: info@adviceexchange.com.au.

Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Website: www.afca.org.au;
Email: info@afca.org.au;
Phone: 1800 931 678 (free call).

Latest News

What people are saying about CSP

We have been clients of CSP for almost 20 years and have enjoyed a great relationship with Lachlan and his team. We learned quickly at the start of the relationship that we couldn’t improve on the advice we were being given by acting independently.

Michael Fairclough

Lachlan does detailed research on investment opportunities and tailors his advice based on clearly understanding his client’s needs.

Basil Roufogalis

I have been a client for some years now and I have always found their advice and guidance to be highly professional, accurate and easy to understand. I would definitely recommend them.

Deborah Evans

Finding CSP to steer me through the financial world with security and comfort was the most fotunate outcome I could have hoped for. Always ready to guide and advise to the best possible outcomes, I am sure there could be no better place to be Thank you always Lachlan and your fabulous team👍🏻🌅

Jan Ringrose

We never doubt the integrity of CSP and the investment advice matches the level of risk we are prepared to accept. Since retiring we have been very satisfied with the performance of our superannuation fund.

Alan Pont