Complaints Handling Policy - Financial Planning


We are committed to providing quality advice to our clients. This commitment extends to providing an accessible complaint resolution mechanisms for our financial planning clients. If you have any complaint about the service provided to you, you should take the following steps:

Contact us and tell us about your complaint on 03 9886 0800, emailing us, or in writing to: 

Managing Director
TAG Financial Services
PO Box 329
Malvern VIC 3145

We will try to resolve your complaint quickly and fairly. If we cannot reach a satisfactory resolution, you can raise your concerns with the Australian Financial Complaints Authority (AFCA) on 1800 931 678 or in writing to GPO Box 3, Melbourne Vic 3000.  

Further information about TAG Financial Advisors' Complaints Handling Policy can be located here.