Making a Complaint

At Blue Tree Financial Planning, we strive to provide you with the best advice and service at all times. If you are not satisfied with our services, we encourage you to reach out to us. You can call us, send us an email, or put your complaint in writing and direct it to:

Practice Manager – Justine Long

Email: clientservices@bluetreefp.com.au

Phone: 07 3315 5438.

We aim to resolve complaints immediately. If this is not possible, we will acknowledge receipt of your complaint within 48 hours. We will then explain our process for resolving your complaint and inform you of who will be handling it.

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority (AFCA). You can contact AFCA at 1800 931 678 or via their website at www.afca.org.au. AFCA provides fair and independent financial services complaint resolution, which is free to consumers.