Important customer notice: We are not affiliated with any overseas companies using the name Clear Sky Financial. Clear Sky Financial Pty Ltd is 100% Australian owned, with Australian-based advisers operating under Australian Financial Services Licence Number 1299668.
Clear Sky Financial and InterPrac Financial Planning are committed to providing quality financial services in an efficient and honest manner. We value your feedback, and have developed a formal complaint handling process to deal with any complaints from our clients. A copy of the “Complaints Handling Policy and Procedures” is available from your Adviser or InterPrac Financial Planning. If you do have a complaint:
The initial course of action is to inform us about the situation. You can reach our customer service centre by dialling 1300 640 899. One of our consultants might be able to promptly resolve the matter. Alternatively, you also have the option to contact us using the provided form below.
If our initial efforts do not lead to the resolution of your dispute, we will escalate the matter to a dedicated member of our team.
To facilitate the most efficient handling of your concern, kindly ensure that you include the following information:
Your personal information, including your name and contact details
Details of your concern
If the complaint cannot be resolved by Clear Sky Financial, you can contact InterPrac Financial Planning Head Office directly:
The Complaints Officer
InterPrac Financial Planning Pty Ltd
Level 8, 525 Flinders Street
Melbourne, Vic 3000
Phone: (03) 9209 9777
InterPrac’s dispute resolution Process can be found at www.interprac.com.au or can be supplied in hardcopy by your adviser upon request.
If InterPrac Financial Planning is not able to resolve your complaint to your satisfaction, you have the right to lodge a complaint with the Australian Financial Complaints Authority, a dispute resolution service for the financial planning industry.
Australian Financial Complaints Authority
GPO Box 3, Melbourne VIC 3001
Phone: 1800 931 678
Email: info@afca.org.au
Website: www.afca.org.au
Post: Australian Financial Complaints Authority Limited
GPO Box 3
Melbourne, VIC 3001
Require assistance to voice your concern?
If you are deaf or have a speech impairment:
You may like to use the National Relay Service
If you speak a language other than English:
The translating and interpreting service (TIS national) provides interpreting services to people who do not speak English and to agencies and businesses that need to communicate with their non-English speaking clients. Call 131450
If you would like someone to make a complaint on your behalf:
To ensure we protect your privacy, you will need to give us verbal authority for an authorised person to assist you with your concern. You can amend or withdraw this authorisation at any time.
Considering financial advice but unsure where to start? At Clear Sky Financial you’ll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you’re in the driver’s seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn’t get any easier or more accessible than that.
The team at Clear Sky Financial are extremely good at what they do and their customer service is amazing.
We have seen a number of financial advisors over the course of our working life and we can finally say we have found the perfect fit. Dominic has given us confidence in our end goal which is to retire at 60 and to be setup to lead a very comfortable life.
They were brilliant in going through the details in a manner I could understand easily.
Excellent service; great knowledge and easy to work with. Highly recommended.
Dominic did a full review of my current finances and was able to identify a number of areas that needed improvement. I like his straight forward approach, the advice was intelligent and he communicates well.
Being a new client, so far Dominic and the team have been nothing less than fantastic, very friendly, helpful and positive towards my financial future, looking forward to a great working relationship between us.
Easy to communicate with, I am excited to work with the company. Friendly service.
Very professional and friendly company. Had a few questions that they answered very quickly. Dominic, Jenna and Natalie are fantastic.
Very helpful. Very friendly. Very happy with the service I have received. Feels like they are on your side.
Have been an absolute blessing for my husband and I. A very considerate and friendly team that do all the little extra things that a lot of modern companies don't bother with. Have made our life much easier and have put our finances in excellent order.
