Who we are
Thornton + Lee is a bespoke financial advice firm.
We look after the financial affairs of a select profile of client: one seeking a strategic partner that offers highly personal service, built on a meaningful long-term relationship.
We are driven to make a significant and enduring difference to our clients’ lives.
How we work
Each engagement is thoroughly tailored to our clients’ unique needs:
Clarity
understanding your situation, financial, and life goals
Solutions
recommending multiple pathways to achieve your goals.
Implementation
acting on preferred strategies on your behalf and taking care of the detail.
Monitoring
regularly assessing how you are progressing and adjusting your goals or strategy.
Contact Us
Get in touch:
info@thorntonlee.com.au +61 2 8076 6036Sydney Office:
Level 10 580 George Street Sydney NSW 2000Postal address:
Level 10 580 George Street Sydney NSW 2000What should you do if you have a complaint?
If you have any complaints about the services we have provided to you, you should take the following steps:
Contact your financial adviser or contact us by any of the following means:
Post: Level 10, 580 George Street, Sydney, NSW, 2000
Email: info@thorntonlee.com.au
Phone: 02 8075 6036
We will acknowledge your complaint within 24 hours of receipt if practicable to and we will try and resolve your complaint quickly and fairly.
If you need additional assistance to lodge a complaint, please use any of the above methods to contact us and we can engage accessibility services such as interpreters if required or we can assist you.
If the complaint can’t be resolved to your satisfaction within 30 days, you have the right to refer the matter to the Australian Financial Complaints Authority (‘AFCA’). Thornton+Lee is a member of AFCA. AFCA can be contacted on:
Post: GPO Box 3, Melbourne, Victoria, 3001
Email: info@afca.org.au
Phone: 1800 931 678
Where we need more time (for example due to complexity or difficulties investigating your complaint), we will write to you to let you know that we need more time, the reasons why and that you have the right to refer the matter to the AFCA is you are dissatisfied.