millennium3 Financial Services

What we do

millennium3 is an advice business that believes that Australians need, and would significantly benefit from, receiving professional financial advice. Good advice can improve clients' retirement outcomes, help them protect their lifestyles and help them grow and secure their wealth.

Our corporate reputation, our values and our belief in the value of advice is central to how we do business.

millennium3 believes in Choice: Clients should be able to manage their financial affairs in the manner of their choice and also choose how their adviser should be remunerated; our advisers operate independent businesses and should have the freedom and flexibility to decide how to charge for their services.

millennium3 values relationships. We encourage our advisers to focus on their clients' needs and interests and to build the value and sustainability of their practices. millennium3 believes in the value of the adviser-client relationship; our representatives "own" their client list and should ultimately determine what strategies and products are appropriate for their own clients.

If you want to know more about millennium3, or if you are an adviser who would like to join one of Australia's largest advice businesses, please contact us.

As a supporter of the Association of Financial Advisers, millennium3 values and promotes principles including.

  • Client focused advice
  • Integrity
  • Objectivity and fairness
  • Care and Diligence
  • Professionalism
  • Confidentiality