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 the service provided to you by your advisor, you should contact:
Complaints Manager
PO Box 1000
Bundaberg Qld 4670
T (07) 4154 0400
E complaintsmanager@ulton.net
We will acknowledge receipt of your complaint within 24 hours (or one business day) of receiving it, or as soon as practicable. We will then investigate the complaint and respond to you no later than 30 calendar days after receiving the complaint.
Complaints about taxation services provided by Ulton that you are unable to resolve directly with us can be reported to the Tax Practitioner Board (TPB) using their online form at https://www.tpb.gov.au/complaints. The Board have the power to formally investigate certain matters including breaches of the Code of Professional Conduct and false or misleading statements made to the Commissioner of Taxation. You will need to provide information and evidence about the taxation services provided, practitioner conduct, actions taken to resolve the issue and expected outcomes to register the complaint. You will receive an email acknowledging your complaint if you have provided your email address in the complaint form. Refer to https://www.tpb.gov.au/investigations for details on the investigation process for all complaints received by the Board.