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Other Services
Other Services

Other Alliances

We offer financial planning services through alliances with other financial planners. The financial planning services are provided by Australian Unity, Millennium 3 Financial Services Pty Ltd and Vasaio Finance.

These alliances enable us to offer a wide range of services in areas including personal and business Superannuation, investments, financial planning, insurance and other financial products. While allowing our practice to stay small enough to provide friendly and personal services to our clients, we have full access to the research, administration and other services only a major financial institution can afford.

We are very fortunate to have two external authorised representatives and one independent loan broker who have extensive experience and outstanding credentials.

  • Ms Mima Rahamann from ThinkWealth Management (Authorised Representatives of Millennium 3 Financial Services Pty Ltd, ABN 61 094 529 987, AFSL No. 244252)
  • Mr Kevin Bradshaw from Securitas (Authorised Representative of Australian Unity Personal Financial Services Limited, ABN 26 098 725 145, AFSL 234459).
  • Ms Connie Yu-An Chang, Finance Broker from Vasaio Finance (ABN 8660 5752 172, Australian Credit Licence 384621 and Authorised Representative Number 449893). Connie is a member of MFAA and fluent in English, Mandarin/Chinese, Cantonese and Taiwanese/Hokkien.
Our service model is based around helping clients to create a secure financial future. No matter what your situation is, whether you are in the workforce, a business owner, about to retire, or already retired, we will always be there to help you.

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