Internal Dispute Resolution Process

We recognise that sometimes things don’t go as planned. It is important to Berti Financial that we resolve your concern. If you have a matter that is in dispute or a complaint about Berti Financial, you can use our Internal Dispute Process by contacting us as detailed in Step 1.

The Internal Dispute Resolution Process is a 3 step process.

Step 1:

Contact Berti Financial Dispute Resolution Manager:

By Phone: 0415 760 042

By Email: loreta@bertifinancial.com.au

By Mail: Level 3, Suite 303, 191 Botany Road, Waterloo NSW Australia

Step 2:

We will do our utmost to resolve the matter in a timely fashion. If we cannot resolve the matter promptly due to its complexity, you will be advised in writing.

Step 3:

If you’re not satisfied with how we manage your complaint after you’ve been through our internal complaints process, there are free and independent dispute resolution services available to you.

The Australian Financial Complaints Authority can consider most complaints involving financial services providers.

If your complaint is about how we handle your personal information, you can also contact the Office of the Australian Information Commissioner (OAIC).

Australian Financial Complaints Authority (AFCA)

GPO Box 3

Melbourne VIC 3001

Phone 1800 931 678

Visit www.afca.org.au

Office of the Australian Information Commissioner (OAIC)

GPO Box 5218

Sydney NSW 2001

Phone 1300 363 992

Visit oaic.gov.au