Contact us

At JBWere, 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 JBWere Adviser;
• your local JBWere Head of Advice; or 
• the JBWere 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 JBWere Regulatory Compliance Manager, please write to:

Manager, Regulatory Compliance
JBWere Limited
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 JBWere 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