Complaints and Disclaimers

Complaints

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email, or put your complaint in writing to our office.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

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

Cyber Security

In today’s world of heightened internet and security risks, being cautious with electronic communications has never been more important. If you ever receive communications from an individual or firm purporting to represent Zone Financial and you are suspicious about the communication in any way, please call your Zone Financial Adviser to confirm the authenticity of the message.

Disclaimer

This website contains information that is general in nature. It does not constitute financial or investment advice. Any information, material or commentary is intended to provide general information only. Zone Financial Pty Ltd makes no representation as to the accuracy or completeness of the information. Before acting on any information contained on this website, each person should consider its appropriateness having regard to their own or their clients’ individual objectives, financial situation and needs. You should obtain independent taxation, financial and legal advice relating to this information and consider it carefully before making any decision or recommendation.

Zone Financial

We are a strategic wealth advisory for forward thinking individuals and families, supporting them to use their wealth with intention and purpose to create the life and legacy they choose.