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Complaint Resolution

Complaint Resolution Guide for Customers

 

 

All providers of financial services are obliged to offer dispute resolution services to their clients. Birchcorp Pty Ltd is no exception. This obligation is a key tenet of the consumer protection principles of the Australian Financial Services Licensing system. 

 

If you have a complaint about our service, the following process is available to you: 

 

1. Contact Birchcorp Pty Ltd on (02) 8814 6265 to explain your situation. 

 

2. If this does not resolve your complaint, please put your complaint in writing to us at our head office at 440/14 Lexington Drive, Bella Vista NSW 2153. If you do not get a satisfactory outcome within 45 days, then proceed with the step 3.

 

3. Birchcorp is serious about providing a quality service and resolving any complaints in regard to that service internally however in the event that complaint needs to be referred to an External Dispute Resolution service TSG is a member of the Credit Ombudsman Service Limited (COSL). 

 

COSL is an independent body which has been approved by the Australian Securities and Investments Commission (ASIC) to deal with complaints against its members.

       

 

 Send your complaint to COSL at PO Box A252 Sydney South NSW 1235.  Their free call number is 1800 138 422.  The complaints service is free of charge to you. 

 

The Australian Securities and Investments Commission (ASIC) also has a free call Info-line on 1300 300 630 which you may use to make a complaint and obtain information about your rights.

In the event it is ever necessary, Birchcorp holds a Professional Indemnity Policy that meets the requirements of The Corporations Act for both Mortgage Broking and Financial Planning. Re: Financial Planning, the Policy includes coverage for the advice given by your adviser whilst a Dover Financial Advisers Pty Ltd Authorised Representative even if they are no longer authorised by Dover Financial Advisers Pty Ltd or have left the industry. 


Purchase Property in your SMSF

SMSF and property investments: Although many property spruikers stand before you and sell the concept that everyone must buy a property in your SMSF. Birchcorp is here to say that there is much time and effort required for an investor to decide to embark on this complicated arrangement. Although Birchcorp is happy to say the process is as easy as 1,2,3... it is not a process that should be taken lightly. We are professionals and have processed these SMSF establishments and ongoing services many times. A complacent trustee can easily come into serious trouble with the govern... Read More

Insurance

Birchcorp can show you how you may purchase your Insurance with no out of pocket expense.

Unlike other Financial Planning firms, Birchcorp is happy to show you how and why you can decrease your Insurance coverage... Read More

© Birchcorp 2017. -- All Rights Reserved

Birchcorp Pty Ltd ABN 56 132 775 654 is a Corporate Authorised Representative (No. 339299)
of Dover Financial Advisers Pty Ltd ABN 87 112 139321, which is the holder of an AFSL No. 307248. Birchcorp Pty Ltd is an Accredited Member of the FBAA with an ACL No. 376718.