Client Complaints Process
At Avonlea Advisory, we are committed to maintaining the highest standards of professional service. If you have any concerns regarding our services or fees, please refer to our client complaints process for guidance on how to raise an issue.
Raising a complaint
If you have any concerns regarding the fees charged or the services provided, you are encouraged to raise the matter with the individuals responsible for your engagement, as specified in your engagement letter. Those individuals are Gareth Hunt, Principal and your client manager.
To facilitate a thorough investigation, we may request that you submit your complaint in writing, outlining the nature and details of the issue.
Our complaints process
We have implemented a formal complaints-handling process designed to provide reasonable assurance that all concerns are dealt with appropriately and in accordance with relevant professional, legal, and regulatory standards.
Our procedures include:
- Acknowledging receipt of your complaint within a reasonable period;
- Providing a realistic timeframe for responding to your concerns;
- Communicating any delays promptly, along with an updated timeframe for resolution;
- Taking all reasonable steps to resolve the matter to the mutual satisfaction of all parties involved.
Tax Practitioners Board
Alternatively, you can raise your matter directly with the Tax Practitioners Board (TPB) via the link below:
