POLICIES
Complaints Handling and Whistleblowing
Bear Advisory is committed to maintaining the highest standards of professionalism, transparency, and integrity.
Complaints are logged, investigated, and resolved, with records maintained for analysis and reporting. We aim to acknowledge all complaints within 5 business days. Investigations and resolving the complaint will be dealt with on a case-by-case basis as expediently as possible. We endeavour to finalise any complaints within 20 business days of receipt of the complaint.
If you have concerns about our services or conduct, we encourage you to raise them through the following channels:
In the first instance - Contact Us Directly
You can lodge a complaint by contacting us via:
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Phone: (02) 9959 2208
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Email: kristen@bear-advisory.com.au
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Mail: Bear Advisory, Level 25, 100 Mount Street, Sydney NSW 2060
All complaints are handled confidentially and with respect. We take every concern seriously and assess each complaint through an internal review process to ensure fair and consistent outcomes.
In our response to your complaint, we will provide contact details of any other regulatory bodies that we are aware of that may be able to consider handling your complaint if you believe that it was dealt with unsatisfactorily.
If you remain unsatisfied with your complaint or how it was dealt with - Contact Australian Financial Security Authority (AFSA)
You may also wish to contact the AFSA, which oversees the supervision of Registered Trustees in Bankruptcy.
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Phone: 1300 364 785
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Mail: Australian Financial Security Authority, GPO Box 1550, Adelaide SA 5001
More information: Details on how to lodge a complaint with AFSA | How to lodge a complaint | Australian Financial Security Authority
Professional Standards and Policies
At Bear Advisory, we are committed to upholding the highest standards of professionalism, ethics, and regulatory compliance in all insolvency and advisory matters. Our practice operates in accordance with the obligations of a Registered Trustee in Bankruptcy and a holder of a Certificate of Public Practice, and we adhere to the following professional frameworks:
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Bankruptcy Act 1966, Insolvency Practice Rules (Bankruptcy) 2016, and Insolvency Practice Schedule (Bankruptcy) 2016 – governing the legal and procedural requirements for insolvency administration.
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ARITA Code of Professional Practice – outlining best practice standards for independence, investigations, remuneration, and stakeholder engagement.
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APES 330 Insolvency Services and APES 110 Code of Ethics for Professional Accountants – setting expectations for ethical conduct, quality control, privacy, and professional competence.
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Chartered Accountants Australia and New Zealand (CA ANZ) – including compliance with membership obligations and maintaining a current Certificate of Public Practice.
