InvestSMART Group Limited (ACN 111 772 359) operate three Australian Financial Services Licenses (AFSLs):
- InvestSMART Advice Pty Limited – AFSL and ACL 334107 (IA)
- InvestSMART Funds Management Limited - AFSL 246441 (IFM)
- InvestSMART Financial Services Pty Limited – AFSL 226435 (IFS)
and the following Corporate Authorised Representatives (CAR):
- YourShare Financial Services Pty Ltd 309028 - CAR of InvestSMART Advice Pty Limited
- InvestSMART Insurance Pty Ltd 419910 - CAR of InvestSMART Advice Pty Limited
- Intelligent Investor Holdings Pty Ltd 1255838 - CAR of InvestSMART Financial Services Pty Limited
- Eureka Report Pty Ltd 1241581 - CAR of InvestSMART Publishing Pty Ltd
- Kohler & Company Pty Ltd (trading as The Constant Investor) 1244896 - CAR of InvestSMART Publishing Pty Ltd
Consumers may lodge a complaint about our services or products by email, phone, online or in person. We will endeavour to assist complainants who might need additional assistance to lodge a complaint (e.g. cross-culturally trained staff, outsourced interpreters).
The key steps for dealing with a complaint are acknowledgement, internal dispute resolution (IDR) response, investigation and assessment.
We will endeavour to acknowledge complaints within 24 hours, however acknowledgement may take up to 5 business days. IDR response, investigation and assessment will take no longer than 30 business days unless resolution of the complaint is particularly complex and/or circumstances beyond our control cause complaint management delays.
The IDR process is free of charge.
Contact details to lodge a complaint are as follows:
PO Box 744
QVB NSW 1230
Sydney (Head Office)
Suite 2, Level 2, 66 Clarence St
Sydney, NSW 2000
Phone: 1300 880 160 or +61 2 8318 2950
Our office hours are 9.00am to 5.30pm (AEST) Monday to Friday.
Should you be dissatisfied with the outcome as part the IDRS, each AFSL is a member of the External Dispute Resolution Scheme (EDRS), The Australian Financial Complaints Authority (AFCA). The respective membership numbers are:
- InvestSMART Advice Pty Limited - AFCA Membership Number: 14404
- InvestSMART Funds Management Ltd - AFCA Membership Number: 11750
- InvestSMART Financial Services Pty Ltd - AFCA Membership Number: 10433
Please contact AFCA directly if you would like to engage the EDRS for your complaint:
Phone: 1800 931 678 (free call)
Mail: Australian Financial Complaints Authority
GPO Box 3, Melbourne VIC 3001