Financial Planning

We provide financial advice and services as authorised representatives of Millennium3 Financial Services Pty Ltd (Millennium3). Millennium3, which is part of the ANZ Banking Group, is one of Australia’s largest financial services licensees (AFSL No. 244252). We act on behalf of Millennium3 and, as the authorising Licensee, Millennium3 is responsible for the financial services we provide to you.

Our Services

As an authorised representative of Millennium3 we can provide you with services including: Wealth creation, personal risk management advice, lifestyle planning, as well as advice on estate planning. We can also assist with the management of your superannuation.

We can also provide you with advice and support on a range of financial products such as: Personal Superannuation plans; Employer Sponsored Superannuation funds; Rollovers; Life Insurance cover including, Accident/Sickness/Disability Insurance, Trauma Insurance, Permanent & Total Disability Insurance and Income Protection Insurance; Business Expense Insurance.