Complaint Management Policy

Lifespan Financial Planning Pty Ltd (‘Lifespan’) is required to be a member of the Australian Financial Complaints Authority (AFCA), AFCA is the operator of the AFCA scheme, which is the external dispute resolution scheme. We must also have in place Internal Dispute Resolution (IDR) procedures to ensure that complaints, in respect of the financial services we and our representatives provide to clients, are managed fairly, effectively and efficiently.

Please view our complete complaint management policy document via the link below.

Complaints Management Policy (PDF)

Coastal Financial and Insurance Services

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