Level 3, 300 Flinders St,
Adelaide, 5000
South Australia

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Mon - Fri 9.00 - 17.00
Saturday CLOSED
Sunday CLOSED

Customer Enquiry
+61 8 8100 3303
[email protected]

Helen Arthur

Director

I Senior Financial Adviser I Authorised Representative No. 335658

Helen has an Advanced Diploma of Financial Services (Financial Planning) and is a Fellow Chartered Financial Practitioner.

WINNER Millennium 3 2014 National Financial Planner of the Year

Helen has an Advanced Diploma of Financial Services (Financial Planning) and is a Fellow Chartered Financial Practitioner.

Your adviser is Helen Louise Arthur [Helen Arthur]. She is providing financial services to you as an authorised representative of Millennium3 Financial Services Pty Ltd AFSL No. 244252. Helen Arthur is a Director of Connected Wealth Management Pty. Ltd., ABN 37 167 305 437 ASIC Authorised Representative No. 461718.

Helen has an Advanced Diploma of Financial Services (Financial Planning) and is a Fellow Chartered Financial Practitioner.

Awards

WINNER Millennium 3 2014 National Financial Planner of the Year

Your adviser is Helen Louise Arthur [Helen Arthur]. She is providing financial services to you as an authorised representative of Millennium3 Financial Services Pty Ltd AFSL No. 244252. Helen Arthur is a Director of Connected Wealth Management Pty. Ltd., ABN 37 167 305 437 ASIC Authorised Representative No. 461718.

What are my other benefits & interests

I manage, and will clearly disclose to you anything that might reasonably be capable of influencing our advice or creating a conflict of interest; I will clearly disclose our interest or the nature of the conflict to allow you to make an informed decision about my advice.

I may also receive other benefits such as awards; invitations to training conferences, social or sporting events; receive marketing support and gifts from product providers.

Richard Arthur

Director

Richard has a Diploma in Business Management, Diploma of Financial Services (Mortgage Broking) and a Diploma of Financial Services (Financial Planning).

Richard has a Diploma in Business Management, Diploma of Financial Services (Mortgage Broking) and a Diploma of Financial Services (Financial Planning).

Who is your adviser

Your adviser is Richard Tomas Arthur [Richard Arthur]. He is providing financial services to you as an authorised representative of Millennium3 Financial Services Pty Ltd AFSL No. 244252. Helen Arthur is a Director of Connected Wealth Management Pty. Ltd., ABN 37 167 305 437 ASIC Authorised Representative No. 461718.

Richard has a Diploma in Business Management, Diploma of Financial Services (Mortgage Broking) and a Diploma of Financial Services (Financial Planning).

What are my other benefits & interests

I manage, and will clearly disclose to you anything that might reasonably be capable of influencing our advice or creating a conflict of interest; I will clearly disclose our interest or the nature of the conflict to allow you to make an informed decision about my advice.

I may also receive other benefits such as awards; invitations to training conferences, social or sporting events; receive marketing support and gifts from product providers.

our professional team

 

Elizabeth Anne Anderson

Elizabeth has Advanced Diploma of Financial Planning, an Advanced Diploma of Accounting, as well as a Diploma of Financial Services (Mortgage Broking)

Authorised Representative No. 346899 I Registered Tax Agent No. 25202836

Elizabeth worked initially in an administration role before becoming a Finance Broker in 2010. In 2013 Elizabeth completed her accounting studies and took up the role as a Director of Connected Financial & Taxation Services Pty Ltd. Elizabeth has since completed her Advanced Diploma in Financial Services and is the Practice Manager at Financial Lifestyle Solutions SA, overlooking the office administration team, compliance and para planning operations. Elizabeth is also continuing her studies and is working towards her Bachelor of Commerce with a major in Business Law.

What are my other benefits & interests

I manage, and will clearly disclose to you anything that might reasonably be capable of influencing our advice or creating a conflict of interest; I will clearly disclose our interest or the nature of the conflict to allow you to make an informed decision about my advice.

Richard has a Diploma in Business Management, Diploma of Financial Services (Mortgage Broking) and a Diploma of Financial Services (Financial Planning).

What are my other benefits & interests

I manage, and will clearly disclose to you anything that might reasonably be capable of influencing our advice or creating a conflict of interest; I will clearly disclose our interest or the nature of the conflict to allow you to make an informed decision about my advice.

 

Andrew Paul Hunter

Claims Manager / Client Services Manager

 

Ann Phelps

Administration – Reception