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Financial Planning

PKF Wealth is a leading financial services provider to people living in the New England region of New South Wales and beyond.

PKF Wealth Tamworth was founded in 2012 as a result of the longstanding professional relationship between principal adviser Greig Meyer and directors of PKF New England North West. Since that time PKF Wealth has experienced significant growth as a result of providing quality outcomes for clients at critical points in their lives.

Supporting Greig is a team of professional staff. Belinda Goosen and Cameron Johnston are all passionate about providing premium service standards to our clients.

While PKF Wealth specialises in the provision of advice for high net wealth retirees, the business also services clients with a range of consulting, investment, superannuation and life insurance solutions.

PKF Wealth TMW Pty Ltd trading as PKF Wealth (ABN 21 154 894 130) is a holder of an Australian Financial Services Licence (AFSL 515733).

PKF Wealth is responsible for the financial services provided to you.

Making a Complaint

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office. You can direct your complaint to your financial adviser or to one of our directors.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.