We are committed to providing our customers with the best possible service. If at any time we have not met our obligations – or you have a complaint about any of our services – please inform us so we can work towards a resolution. We will endeavour to deal with your complaint promptly, thoroughly and fairly.
If you have a complaint, we request you follow these steps:
If your complaint relates to a product or service acquired through a third party (for example, an insurance company) we may ask you to contact the relevant third party. They will then deal with your complaint under their complaints resolution process.
If you are not satisfied with the resolution of your complaint by the third party under their complaints resolution process, you are entitled to have your dispute considered by their External Dispute Resolution Scheme. Please contact the third party for further details.
Firstly, contact your Adviser and discuss your complaint.
If you are unable to resolve the issue to your satisfaction with your Adviser within three working days, please contact SMSF Insurance Partners – Managing Director using the below details:
Jason Bibby – Managing Director
Company: SMSF Insurance Partners Pty Ltd
Address: Suite 5D / Level 5, 50 Cavill Avenue, Surfers Paradise QLD 4217
Telephone: 07 3064 0413
Email: jason@smsfip.com.au
If you are unable to resolve the issue to your satisfaction with SMSF Insurance Partners Pty Ltd within three working days please contact Ingenious Brokers using the details below:
Complaints Resolution Manager
Address: PO Box 1333, South Melbourne Victoria 3205
Phone: 1300 599 512
Email: info@ingeniousbrokers.com.au
This is an external independent body which offers a free and accessible dispute resolution service to clients who have been unable to resolve their complaint with their financial institution. Neo Financial Solutions is bound by decisions made by the Financial Ombudsman Service. The Financial Ombudsman Service can be contacted using the details below:
Financial Ombudsman Service
Address: GPO Box 3 Melbourne VIC 3001
Telephone: 1300 780 808
Fax: 02 9613 6399
Email: info@fos.org.au
website: http://www.fos.org.au/
SMSF Insurance Partners Pty Ltd (ABN 83 629 598 661 / ARN 1269886) are Authorised Representatives of Ingenious brokers and ABN for that is 53 656 735 956 / AFSL 538868. SMSF Insurance Partners are authorised to advise and deal in superannuation and life risk insurance products only, including Term Life, Total and Permanent Disablement, Income Protection Insurance and Trauma Insurance.
Any information or advice contained on this website is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information or advice on this website, you should consider the appropriateness of it (and any relevant product) having regard to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website. Please note our advice does not include independent financial, legal and taxation advice prior to acquiring a product.
Not all providers of insurance on the market are included in our comparisons. The amount of any savings will depend on your circumstances.
The financial products compared on this website do not necessarily compare all features that may be relevant to you. Comparisons are made on the basis of price only and different products may have different features and different levels of coverage.
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