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 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. If after 30 days we cannot reach a satisfactory resolution to your complaint, we are a member of the Australian Financial Complaints Authority Limited and you can raise your concerns with them through the contact details provided:

Australian Financial Complaints Authority Limited
GPO Box 3
Melbourne VIC 3001
T 1800 931 678
E info@afca.org.au