Letter of Complaint about Financial Advice - Form
✓ Valid in Australia
Create your Letter of Complaint about Financial Advice - Form 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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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.