Remediation at Invia Wealth Partners

We’re working on two programs relating to financial advice, these are:

• Advice Service Fee Review - reviewing ongoing Advice Service Fees paid by our retail clients to Invia Wealth Partners in exchange for agreed advice services between 29 October 2009 and 31 December 2021. 
• Client Advice Review - a review of financial advice provided to retail clients between 2 November 2009 and 30 September 2020 to determine whether it met their goals and objectives.

How we’ll contact you

We’re contacting clients by letter, phone, email and SMS.

If you suspect that a communication you’ve received from Invia Wealth Partners is not genuine or require more information, please contact us.

We’re here to help

You can call us on 1300 405 205 between Monday to Friday, 8:00am to 6:00pm (AEST/AEDT), or +61 3 9322 6622 if you are calling from outside Australia or email us at Invia Wealth Partners.rsc@Invia Wealth Partners.com
 

Our postal address

Within Australia:
Invia Wealth Partners Remediation Support Centre
Reply Paid 91839
ABBOTSFORD VIC 3067

International:
Invia Wealth Partners Remediation Support Centre
PO Box 362
ABBOTSFORD VIC 3067
AUSTRALIA

© Invia Wealth Partners ABN 68 137 978 360 AFSL 247082.

At Invia Wealth Partners, we work hard to provide exceptional service. On an occasion where our service does not meet your expectations, we are here to listen, learn and work with you to make sure you receive the necessary support.  

 

If you have a complaint, you can contact:

• your Invia Wealth Partners Adviser;
• your local Invia Wealth Partners Head of Advice; or 
• the Invia Wealth Partners Regulatory Compliance Manager.

 

Regardless of who you contact, every effort will be made to reach a resolution with you as quickly as possible.  

 

View our Complaints Handling Policy.

 

If you wish to contact the Invia Wealth Partners Regulatory Compliance Manager, please write to:

 

Manager, Regulatory Compliance
Invia Wealth Partners
GPO Box 4370
Melbourne VIC 3001

 

If your complaint isn’t resolved to your satisfaction or within 30 days, you may have the right to take it to the Australian Financial Complaints Authority (AFCA), an independent complaints resolution body. 

 

AFCA is an external dispute resolution scheme that provides free advice and assistance to consumers and investors to help them resolve complaints relating to members of the financial services industry, including managed investment schemes, pooled superannuation trusts, financial advice, investment advice and sales of financial or investment products. You can contact them at:

• 1800 931 678 (free call)
• www.afca.org.au
• info@afca.org.au
• Australian Financial Complaints Authority, GPO Box 3, MELBOURNE VIC 3001

What you need to know about the ASIC Protocol

Under the ASIC Reference Checking and Information Sharing Protocol, licensees must meet certain obligations.

We explain more about this protocol’s obligations and how they apply to licensees below.

What is this protocol?

The ASIC Protocol sets out obligations for licensees to undertake a reference check and share information on an individual seeking to be employed or authorised as a financial adviser or mortgage broker.

For further information, refer to ASIC’s media release.

Who does this protocol apply to?

Any Australian Financial Services Licensee (AFSL) or Australian Credit Licence (ACL) seeking to recruit into a role for either a Mortgage Broker or a Financial Adviser.

How do I request a reference from Invia Wealth Partners under this protocol?

Email all ASIC reference check requests to ASIC.reference@nab.com.au with the following documents:

• ASIC reference template including your AFSL or ACL licence number
• a copy of the prospective representative’s completed consent form