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Complaints

If you do have a complaint about Professional Investment Services or one of our representatives, we need to hear from you. To lodge a complaint please contact the Client Relations Case Manager at Professional Investment Services.

To assist us in handling your complaint in a timely and efficient manner please:

  • Provide full details of the complaint including:
    • Full name and contact details;
    • Investor/account number
    • Service/Product provider
    • Adviser's name
  • Provide all supporting documentation
  • Clearly identify the resolution you are seeking
Complaints Resolution Officer contact information:
Phone 1800 653 244
Fax (07) 5574 3687
Post Client Concerns Case Manager
Professional Investment Services
Corporate Centre One,
Cnr Slatyer Avenue & Bundall Road
Bundall QLD 4217
Email complaints@profinvest.com.au

Once the complaint is received we will:

  • Provide an acknowledgement within 48 hours
  • Complete a full investigation into all matters raised
  • Provide a full response letter within 45 days.

If you are not fully satisfied with this response, you do have the right to take the complaint to an External Disputes Resolution scheme.Professional Investment Servicesis a member of the Financial Ombudsman Service (FOS). Contact details for FOS are:

Phone:1300 780 808
Fax:(03) 9613 6399
Online:www.fos.org.au
Email:info@fos.org.au
Mail:GPO Box 3, Melbourne, Victoria 3001

FOS has limitations on their jurisdiction to deal with complaints, and you will need to discuss with FOS whether your complaint falls within their jurisdiction.

Professional Investment Services aims to be a partner of choice to its advisers and accountants
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© 2012 Professional Investment Services Pty Ltd
ABN 11 074 608 558 | AFSL 234951
Professional Investment Services Pty Ltd is a wholly owned subsidiary of Centrepoint Alliance Limited.

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