Complaints & Disputes

If at any time you feel like you are not satisfied with our services, the following will help you understand your options and find a resolution.

Contact your adviser and tell them about your complaint.

If your complaint is not satisfactorily resolved within three days, please contact clientservices@kudawealth.com.au who will work collectively with Watershed Dealer Services to address your complaint quickly and fairly.

Watershed Dealer Services will try to resolve your complaint quickly and fairly within 45 days. If your complaint has not been addressed to your satisfaction within this time frame, Watershed may ask for an extension of time to address your complaint or if your complaint has not been resolved satisfactorily, you may escalate your complaint to one of the following external dispute resolution schemes listed below.

  • Any issues relating to financial advice, investments, superannuation or insurance matters
  • Financial Ombudsman Servies (FOS)
    GPO Box 3
    Melbourne VIC 3001

    1800 367 287
    www.fos.org.au
    info@fos.org.au
  • Any issues relating to your personal information
  • The Privacy Commissioner
    GPO Box 5218
    Sydney NSW 2001

    1300 363 992
    privacy@privacy.gov.au
    info@fos.org.au

You may also contact the Australian Securities & Investments Commission (ASIC) on 1300 300 630 (free call info line) to make a complaint and obtain information about your rights.

You can also contact the Financial Planning Association (FPA) at http://fpa.com.au to make a complaint (please note that the FPA cannot award compensation).