Complaints Handling

Complaints Handling

At ClearView, we’re never satisfied when it comes to doing better and our customers are very important to us.  If something goes wrong, we’re determined to make it right again.  If you’ve had an experience with ClearView that you are not satisfied with, we’re here to resolve the issue, so please talk to us!

Making a complaint
Many complaints can be resolved quickly so please call our customer service team on 132 977.

If you are not satisfied with the handling of your complaint by our customer service team or any other ClearView staff member, you can also contact our Complaints Resolution Manager by writing to the following address:

Post: Complaints Resolution Manager, ClearView, Reply Paid 4232, Sydney NSW 2001; or

The Complaints Resolution Manager will promptly acknowledge your complaint in writing and then investigate in accordance with our Internal Dispute Resolution process. Once a determination is made on your complaint you will be notified within 45 days.

If you are not satisfied with our response, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA):

Phone: 1800 931 678
Mail: Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
The Financial Planning Association of Australia (FPA)
Any person who has a complaint about a ClearView financial planner may also make a complaint to the FPA.  The FPA can be contacted by:
Phone: 1300 337 301; or
In writing: GPO Box 4285, Sydney NSW 2001; or