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A Trusted Advisor

complaints Process

At Steve Oliver Financial Services we are committed to providing you with excellent customer
service and quality products. If you believe that we have not delivered in a particular area we
would like to hear your comments.
If you are not fully satisfied with the services provided by an adviser or employee of Steve Oliver
Financial Services, please contact that person directly so that they may deal with your complaint
through our internal complaints process.

The process

Complaint Received

We will acknowledge your complaint in writting within 2 business days of your notification.

We will investigate the matter fully and will attempt to resolve your complaint within 10 business days.

If we are unable to resolve your complaint within 10 days we will provide you with a written update as to the reason for the delay and the actions we are taking to resolve your complaint and timeframe of our response.

If we are unable to resolve your complaint, you may refer it to The Financial Dispute Resolution Service (FDRS)

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