Award winning Financial Planners and Wealth Advisors in Sydney
Forest Wealth has 11 qualified financial advisers and a support team with offices in Hornsby, Chatswood, and Sutherland.
Between them, our advisers bring decades of experience helping Sydney families navigate retirement, superannuation, aged care, and estate planning.
You’ll work with a named adviser who knows your situation, not a call centre or a rotating roster of strangers.
We are happy to meet in person, talk on the phone, or on video call all over Australia.
We service all areas of Sydney including North Shore, Northern Beaches, Inner West, South Sydney, Central Coast and beyond.
Meet the Forest Wealth Team
Click below to learn more about each of our team members.
You can confirm the qualifications of our financial advisers at ASIC’s financial advisers register.
What others are saying
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 Millennium3 Financial Services (M3) and they provide us with full support in this area.
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 M3 can be found in their Financial Services Guide FSG.
If you are interested in how your information is protected, please read the Privacy Policy.
If you would like to know more about M3 please contact M3.
Millennium3 Financial Services Pty Ltd – ABN 61 094 529 987 – AFSL 244252
Our services
Investments we recommend
- Industry superfunds
- Self-managed super funds
- Wrap accounts
- Retail funds
- Managed funds
- Direct equities (shares)
- Exchange Traded Funds (ETFs)
- Annuities
- Cash based products
