InvestSMART Group Limited (ACN 111 772 359) operate four Australian Financial Services Licenses (AFSLs):

  • InvestSMART Advice Pty Limited – AFSL and ACL 334107 (IA)
  • InvestSMART Funds Management Limited - AFSL 246441 (IFM)
  • InvestSMART Financial Services Pty Limited – AFSL 226435 (IFS)
  • InvestSMART Publishing Pty Ltd - AFSL 282288 (IP)

and the following Corporate Authorised Representatives (CAR):

  • YourShare Financial Services Pty Ltd 309028 - CAR of InvestSMART Advice Pty Limited
  • InvestSMART Insurance Pty Ltd 419910 - CAR of InvestSMART Advice Pty Limited
  • Intelligent Investor Holdings Pty Ltd 1255838 - CAR of InvestSMART Financial Services Pty Limited
  • Eureka Report Pty Ltd 1241581 - CAR of InvestSMART Publishing Pty Ltd
  • Kohler & Company Pty Ltd (trading as The Constant Investor) 1244896 - CAR of InvestSMART Publishing Pty Ltd

Should you wish to lodge a complaint about any of our services or products, the Compliance Manager needs to be notified. Please send through any correspondence in writing to:

Email: support@investsmart.com.au

Sydney (Head Office)

Level 9, 37 York Street

Sydney, NSW 2000

Australia

Sydney Postal Address

PO Box 744

QVB NSW 1230

Office Hours: 9.00am and 5.30pm (AEST)

Phone: 1300 880 160 or +61 2 8318 2950

Once received, we will reply to you within seven (7) business days to let you know that we have received your complaint. InvestSMART Group's Internal Dispute Resolution Scheme (IDRS) will then be engaged and a response will be sent to you within thirty (30) business days. The Managing Director may also be contacted if you feel that your complaint elicits a response from them.

Should you be dissatisfied with the outcome as part the IDRS, each AFSL is a member of the External Dispute Resolution Scheme (EDRS), The Australian Financial Complaints Authority (AFCA). The respective membership numbers are:

  • InvestSMART Advice Pty Limited - AFCA Membership Number: 14404
  • Investsmart Funds Management Ltd - AFCA Membership Number: 11750
  • Investsmart Financial Services Pty Ltd - AFCA Membership Number: 10433
  • InvestSMART Publishing Pty Ltd - AFCA Membership Number: 11985

Please contact AFCA directly if you would like to engage the EDRS for your complaint:

Online: www.afca.org.au

Email: info@afca.org.au

Phone: 1800 931 678 (free call)

Mail: Australian Financial Complaints Authority

GPO Box 3, Melbourne VIC 3001