Testimonials

Jeff Morris, the Commonwealth Bank (CBA) whistleblower, has agreed to provide his insights into the Financial Planning Industry to Financial Resolutions Australia. Jeff Morris worked with Financial Resolutions and our clients, Jan Braund and Merilyn Swan, with regard to the exposure of the Commonwealth Financial Planning ‘Cover-Up’. All three of the above appear on ‘Banking Bad’ on Four Corners, Monday...

I had been put into a product by a bank-owned planner which had been frozen after the Global Financial Crisis. The impact of the freezing of my investment was extremely stressful. Financial Resolutions Australia got my investment turned into cash and some additional compensation.

During the process FRA kept us informed and worked very hard behind the scenes to obtain a fair settlement. They looked at all the paperwork for the investment including Risk Profiles and Statement of Advice and were able to identify the deficiencies with the paperwork even though an independent review had taken place. We eventually got around five-times the original...

FRA were able to identify the bigger picture and were successful in achieving compensation for me of 6 times the original sum offered. FRA have kept me updated in the process and explained to me in simple terms what the relevant issues and principles were. As well as the compensation I will be able to take what they explained to...

Financial Resolutions Australia increased our compensation amount by taking the time to understand our position and the advice process we had been through. The additional compensation has made a significant difference to our lives.