Financial services we offer
Financial advice and planning
- Comprehensive financial advice
- Superannuation and SMSF advice
- Portfolio optimisation and asset allocation
- Pension advice and retirement planning
- Annuity advice
- Insurance advice (life, TPD, income protection, trauma)
- Centrelink advice
- Tailored investment advice and strategy
Investments we recommend
- Industry superfunds
- Self-managed super funds
- Wrap accounts
- Retail funds
- Managed funds
- Direct equities (shares)
- Annuities
- Cash based products
About Millennium 3
The majority of financial advisers need support from a bigger company and we rely on specialists for in-depth investment analysis.
Keeping up to date with regulation and legislation, and ensuring our advice is as current and as inclusive as it can be, we use a team of technical experts.
We subscribe to Millennium 3 and they provide me with full support in this area.
Millennium3 (M3) is a well-respected and established community of financial and life insurance advisers. With a proud heritage, M3 has been partnering with financial advisers for more than 30 years.
In relation to choosing investments, M3 manages its financial product range obligations through an Approved Product List (APL). The APL contains a broad range of financial services and products, and we use our expertise when selecting which products are suitable for you.
More information on Millennium 3 can be found in their Financial Services Guide FSG.
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If you would like to know more about Millennium3 please contact Millennium 3.
Millennium3 – ABN 61 094 529 987 – AFSL 244252