Over 30 Years of Leadership, Community, and Support for Financial Advisers

Welcome to Millennium3 Financial Services

Millennium3 is one of Australia’s largest and most established communities of financial advisers, with origins tracing back over 30 years. We provide the support, infrastructure, and freedom to help you grow your business, your way—while staying connected to a network that understands what it takes to thrive.

Who We Are What We Do

Over 30 Years of Leadership, Community, and Support for Financial Advisers

Welcome to Millennium3 Financial Services

Millennium3 is one of Australia’s largest and most established communities of financial advisers with origins tracing back over 30 years.


Who We Are

Millennium3 Financial Services

Download our new digital handbook

18 reasons to join Millennium3

We think that we've built a great licensee and home for advisers. But we would say that. Advisers choose licensees for a variety of reasons, often more than one. This book outlines a long list of reasons that in aggregate we think are great reasons to join us at Millennium3.

Do you want better value from your licensee? Download our book today.

Download
Millennium3 eBook

Unmatched support, client tools and training

Tailored Solutions to Support Your Practice.

At Millennium3 we offer the leadership, resources and support you need to deliver the highest quality advice to your clients, while reaching your own business targets. You have the freedom and flexibility to run your business. Millennium3 invests in its advice delivery capabilities allowing you to retain your client focus in the advice you give. Our Licensee Support Services include:


Open approach

Open approach

Our client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.

Lead generation

Lead generation

Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.

Depth of service

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.

Educational excellence

Educational excellence

Designed to inform, educate and empower, our extensive adviser and client educational tools and programs are second-to-none.

Common-sense compliance

Common-sense compliance

We focus on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.

Centralised approach

Centralised approach

Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for growth.

Flexible fee models

Flexible fee models

We offer a range of tailored fee models to suit where you are today and where your business is heading into the future.

Diversify your offering

Diversify your offering

We can help you diversify your offerings to broaden your client engagement and revenue opportunities.

Onboarding

Onboarding – made painless

When you are ready to get your application underway our processes are designed to make things as smooth as possible.


By Advisers, for Advisers.

Advice is at the Heart of Everything We Do.

We've built a home for advisers who want the freedom and control to put their clients first—without restrictions or interference from product providers.

Backed by over 30 years of experience, we provide the infrastructure, insights, and community to help you navigate the evolving financial landscape with confidence. With Millennium3, you're in business for yourself—but never by yourself.

Whether you're focused on growth or maintaining a successful practice, let's have a confidential conversation about how Millennium3 can support your journey.

Schedule Discussion

millennium3-adviser
Copyright © 2025 Millennium3 Financial Services Pty Ltd. All Rights Reserved.

Millennium3 and its related entities is a wholly-owned subsidiaries and operating entity of ASX-listed WT Financial Group Limited (ASX: WTL).
Head office: Level 5, 95 Pitt Street, Sydney, NSW 2000

Follow us on LinkedIn