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Letter of Complaint about Financial Advice - Form

✓ Valid in Australia

Create your Letter of Complaint about Financial Advice for use in Australia. Answer a few plain-English questions and the document fills in automatically as you go - then download it in Word and PDF, ready to sign or share.

  • Answer 9 simple questions - the document fills in as you go
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Below you can preview the Letter of Complaint about Financial Advice, complete it by answering a few plain-English questions, and download a ready-to-sign copy in Word and PDF — tailored for use in Australia.

Frequently asked questions

What is a Letter of Complaint about Financial Advice?

A Letter of Complaint about Financial Advice is a ready-to-use legal template for Australia. You complete it by answering a few plain-English questions, then download the finished document in Word and PDF.

What does the Letter of Complaint about Financial Advice cover?

The Letter of Complaint about Financial Advice is organised into sections covering Re: Complaint about Financial Advice, so the important points are captured in a clear, consistent structure.

What formats can I download?

You can download your completed Letter of Complaint about Financial Advice as an editable Microsoft Word (.docx) file and as a PDF.

Can I edit the document later?

Yes — save it to your account and you can re-open, edit and re-download it at any time.

Prepared and reviewed by the LegalDocs team.

Document preview

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Date.................................


Re: Complaint about Financial Advice


To whom it may concern:

I am writing to complain about financial advice which you provided to me on ________.

The details of this advice are as follows:

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As a result of this bad advice, the following has occurred:

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I require that you do the following:

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Please respond by ________ to confirm that you have received this complaint and that you are resolving it as I have requested. If I do not receive a satisfactory response from you by this date, I reserve my right to refer this matter to the Australian Financial Complaints Authority (AFCA) and to seek such other remedies as may be available to me at law.

Yours faithfully,



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Fields you complete are inserted into the document live. This template is general guidance only - not legal advice.