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Legal

Complaints

We welcome the opportunity to understand and resolve any concern about our advice or service.

Our complaints process

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 place your complaint in writing to our office. You can direct your complaint to your financial adviser or to one of our directors. 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.

Contact Lumion

Lumion Private Wealth Pty Ltd Level 3, 1 Outridge Crescent Subiaco WA 6008 [email protected] Lumion Private Wealth Pty Ltd is an Authorised Representative of Boutique Advisers Pty Ltd (AFSL 554650). Boutique Advisers is the licensee responsible for the financial services provided by its authorised representatives.

External dispute resolution

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. The AFCA service is not available to wholesale clients (sophisticated investors).

Lumion Private Wealth Pty Ltd ABN 30 695 945 987 is an Authorised Representative of Boutique Advisers Pty Ltd AFSL 554650.