Wealth Management Complaints

We are committed to providing quality advice to you. This commitment extends to providing accessible complaint resolution mechanisms for you. If you have a complaint about any financial service provided to you by your adviser, you should contact:

Complaints Manager
Ulton Wealth Services
PO Box 1000
Bundaberg Qld 4670
T (07) 4154 0426
E wealthservices@ulton.net

We will acknowledge receipt of a complaint immediately, however, where this is not possible, acknowledgement will be made as soon as practicable. We will then investigate the complaint and respond to you within 45 days. If after 45 days we cannot reach a satisfactory resolution to your complaint, we are a member of the Credit and Investments Ombudsman and you can raise your concerns with them through the contact details provided:


Credit and Investments Ombudsman
PO Box A252
South Sydney NSW 1235
T 1800 138 422
E info@cio.org.au

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