ARE YOU SATISFIED?
Halcyon endeavours to provide you with quality financial advice. If you have a complaint or concern about the service provided to you, we encourage you to take the following steps:
1. Contact us first about your concern.
2. If your concern is not resolved to your satisfaction, you may contact Halcyon by:
Halcyon Wealth Management
PO Box 501
Balwyn VIC 3103
We will review your concerns and provide a full written response within 30 days of receipt of your complaint unless the matter is complex or circumstances beyond our control delay the management of your complaint. If this occurs, we will notify you within 30 days of the reason for the delay and provide you the option to escalate the matter to AFCA if you are dissatisfied.
3. If your concern is not resolved, or if you are not satisfied with the decision, you may contact the Australian Financial Complaints Authority (AFCA), at no cost to you. For complaints lodged please contact AFCA in the following ways:
Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Email: [email protected]
Phone: 1800 931 678