Millhaven Financial Services

Millhaven is committed to providing the ultimate in strategic and technical planning, as well as servicing your unique financial needs.

Our Team at Millhaven is committed to providing the ultimate in strategic and technical planning, as well as servicing each client’s unique ongoing needs.

We feel that we have something to offer every client, some may be in a position that require little or no help and that is the reason we always maintain 'if it ain’t broke don’t fix it’! Therefore we will build upon the good and established sections of your portfolio and advise alternatives for the unproductive parts.

An appointment with one of our Licensed Financial Planners before acting upon any of the information provided is strongly recommended.

Meet our team. . .

JAMES WILLIAMSON
SSA® ADFS(FP) A FIN

James is the Managing Director of Millhaven and has been in the financial services industry in Australia for the past 10 years. He is a Self Managed Superannuation Specialist Adviser with SPAA and holds an Advanced Diploma of Financial Services (Financial Planning) and is an Associate Member of FINSIA.

Before entering the financial services industry in Australia James established 6-year tenure as an asset recovery specialist for the Insolvency industry in the UK working for The Millbank Group UK Ltd.

Working directly with The Insolvency Service, Independent Insolvency Practitioners such as Radfords, BKL Tenon and Price Waterhouse Coopers and The High Court in the capacity of a Sheriffs' Officer, James has taken his experience in dealing with companies and individuals facing insolvency and personal bankruptcy on a day to day basis and has used this to aid his present and future clients in 'what not to do' as well as 'what to do'.

Why do I think there is clear blue water between Millhaven and some other Financial Planning firms?
"Firstly because we go the extra mile to find the best solution and strategy, not simply the most convenient one. Secondly, we understand that financial matters can be daunting, and first and foremost it's about people in uncharted territory who need reassurance, service and sound advice that fits their beliefs. "

What do you feel allows you to relate to your clients?
"Well, I am married have 3 children, plus I have investments and a mortgage so I understand some of the concerns and challenges facing families and those looking to build their futures.


MARSEL POPOV
BBus (Banking and Finance), DFS(FP)

Marsel is an experienced Client Services Manager with two years experience in the financial services industry with roles held in derivative trading and advising companies. Marsel works closely with the advisers at Millhaven, James and Caleb, to give our clients the best possible service. His roll is to assist clients in the day to day management of their financial affairs and to access key information they may need in regards to the financial situation.

Marsel has completing his Advanced Diploma in Financial Services (Financial Planning) and is currently training as an Adviser.



AMANDA WILLIAMSON
RISK CONSULTANT / ACCOUNT MANAGER

Amanda draws from her experience from her time at some of the large institutions such as P& O and Flight Centre to now assist our company in providing an experienced account department. Her experience in runnning the accounts department allows the advisors to concentrate on their roles in front of their clients on a daily basis.

Amanda is also training as a Risk Specialist, aiding us as a company provide a dedicated service to client for their insurance needs.