Contact

Making a Complaint

We're here to help

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office.

Contact Details

Essential Planner Pty Ltd
Suite G01, 35-39 Scarborough Street
Southport QLD 4215

Phone: 1300 754 401
Email: info@essentialplanner.com.au

Australian Financial Complaints Authority (AFCA)

If you are not satisfied with our response, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution which is free to consumers.

Phone: 1800 931 678
Website: www.afca.org.au
Mail: GPO Box 3, Melbourne VIC 3001

Essential Wealth Pty Ltd is a member of AFCA

  • Essential Planner Pty Limited
  • Corporate Authorised Representative
  • 1312057
  • Essential Wealth Pty Ltd
  • Australian Financial Services Licence
  • 562262

General Advice Warning

The information contained on this website is of a general nature only and does not take into account your personal objectives, financial situation or needs.

Before acting on any information contained on this website, you should consider whether it is appropriate to your circumstances and seek professional financial advice tailored to your personal situation.

Any financial product information provided on this website should be considered together with the relevant Product Disclosure Statement (PDS), Target Market Determination (TMD) and other applicable disclosure documents before making a financial decision.

Past performance is not a reliable indicator of future performance.

Financial advice is provided by authorised representatives of Essential Wealth Pty Ltd AFSL 562262.

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