LOC Wealth | Complaints & AFCA
Complaints Handling
At LOC Wealth, we aim to provide high quality advice and service. If something hasn’t met your expectations, we want to hear from you so we can resolve it quickly and fairly.
You can lodge a complaint by contacting us directly:
LOC Wealth
- Email: [email protected]
- Phone: 0466 562 562
We will acknowledge your complaint as soon as possible and aim to resolve it within 5 business days. If more time is required, we will keep you updated throughout the process.
If You’re Not Satisfied With The Outcome
If we cannot resolve your complaint, or if you’re not satisfied with the response, you may escalate your concern to our licensee:
Beryllium Advisers Pty Ltd (AFSL 528250)
- Email: [email protected]
- Phone: 1800 262 258
Beryllium handles all internal dispute resolution (IDR) matters for LOC Wealth as part of our authorisation under their Australian Financial Services Licence.
External Dispute Resolution (AFCA)
If your complaint is still not resolved after going through the internal process, you can lodge a complaint with AFCA. This service is free, fair, and independent.
Australian Financial Complaints Authority (AFCA)
- Website: www.afca.org.au
- Phone: 1800 931 678
- Email: [email protected]
- Mail: GPO Box 3, Melbourne VIC 3001
AFCA is the external dispute resolution scheme for financial services in Australia and can consider most financial complaints involving advice, service, fees, and product recommendations.