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]

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Helen Arthur

Director

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

WINNER Millennium 3 2016, 2015, 2014 National Financial Planner of the Year

Senior Financial Adviser
Authorised Representative No. 335658

Helen Louise Arthur 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).

Authorised Representative No. 461718.

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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 Registered Tax Agent No. 25202836

Elizabeth commenced her career in finance in 2007 with Connected Home Loans. Elizabeth started in the small family business in an office administration role, before moving on to complete the Diploma of Finance (Mortgage Broking) in 2010, enabling her to provide lending advice.

In 2013 developments at Connected Home Loans led to Elizabeth studying accounting, and registering as a Tax Agent and opening Connected Financial & Taxation Services Pty Ltd (RTA 246 32 553).

In 2014 the financial planning industry went through a number of compliance changes, and Elizabeth completed her Advanced Diploma in Financial Planning and subsequently moved across to Financial Lifestyle Solutions SA, primarily in a Practice Manager role overlooking the office administration team, working through the compliance changes and taking on paraplanning operations.

Elizabeth is an Authorised Representative (346899) and is currently working towards the completion of a Bachelor of Commerce (Business Law), due May 2019.

 

Andrew Paul Hunter

Claims Manager

Andrew has Graduate Diploma in Financial Planning

Authorised Representative No. 001261732

After completing a bachelor’s degree in Sport and Recreation Management, Andrew worked at Telstra in sales, complaints, and retention for 5 years. During this time, Andrew grew his experience, and love for customer service, focusing on client satisfaction, which led him to become a successful team leader and mentor to junior staff.

We were lucky to have Andrew join Financial Lifestyle Solutions SA in September 2015 as a dedicated claims manager and client services officer. Andrew has used his patience, compassion, and understanding to form strong relationships, and most importantly, trust, with the clients of Financial Lifestyle Solutions SA, assisting them in the hardest of times.

Andrew has chosen to extend his knowledge and experience in the assessment and management of claims, to implementing insurance and wealth protection for our clients.

Andrew has completed his Graduate Diploma in Financial Planning and has now obtained his own authorised representative status (ASIC Registration 001261732).

Andrew will be working closely with Emma Casasola, our specialist risk adviser, to ensure our clients and their families are adequately protected and are working towards accumulating sufficient funds for their retirement. 

Emma Casasola

In 10 years, Emma has quickly progressed from an administration role to Financial Planner, specialising in personal insurance, investment and superannuation advice as well as cashflow and budgeting.

Authorised Representative No. 000442665

Emma has a Diploma of Financial Services, a Certificate III in Financial Services and a Certificate III in Business Administration. Coming from a hospitality and retail background, Emma understands that everyone has different likes and dislikes and different goals and objectives.  Emma tailors her advice to your needs and focusses on you as an individual.

 

Caroline

Administration Officer