Millennium Wealth Pty Ltd in Sydney, Australia | Financial service

Millennium Wealth Pty Ltd

Locality: Sydney, Australia

Address: Level 6, 50 Margaret Street 2000 Sydney, NSW, Australia

Website: http://www.millenniumwealth.com.au

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21.01.2022 Qas Akhtar Partner & Executive Financial Adviser - BA (Hons), FChFP Qas is a Partner and co-founder of Millennium Wealth.... Qas has worked as a financial adviser for over 20 years, including 5 years in London. Most recently he was a partner at BT Financial Group (part of the Westpac group) providing strategic financial advice and specialised investment management to high net worth clients, within Private Bank, where he worked for 15 years. His passion is to help his clients make informed financial decisions and to plan effectively for their future. The key to this is understanding what’s important to them, and their personal and financial goals. Qas’ ability to drive strong relationships with his clients is key to his success. He also takes a keen interest in the latest legislative changes, investment market dynamics, and tax issues, which allows him to keep his clients up to date and to make informed decisions in an ever-changing landscape. Qas is a member of the Association of Financial Advisers (AFA), the Tax Practitioners Board (TPB) and is currently studying a Graduate Diploma of Financial Planning. Qas has a BA (Hons) Degree, and is a qualified Fellow Chartered Financial Practitioner (FChFP), as well as a Specialist Self-Managed Superfund Adviser. Qas is a dedicated husband and father of four, he enjoys playing and coaching soccer. Phone: 0439 163 080 Email: [email protected] Linked in: https://www.linkedin.com/in/qas-akhtar-03303578 Website: https://www.millenniumwealth.com.au/qas-akhtar

17.01.2022 George Kambouroglou Partner & Executive Financial Adviser - ADFP, FChFP George is a Partner and co-founder of Millennium Wealth and has worked in the banking and financial services sector for over 28 years. Most recently he was a Partner at Westpac Premium Financial Services where he managed one of BT’s oldest and most successful partnerships at BT he built up a high quality portfolio of clients. George has been previously nominated by Barrons of New York as one of Aust...ralia’s top 50 Financial Advisers. George takes time and builds relationships with his client to understand what is most important to them and their families. This is the start of the journey where clients evolve from thinking about their future to working with George along the way and then enjoying the benefits of George’s advice into retirement. What is most satisfying for George is the journey taking his clients from thinking about what retirement may look like into enjoying retirement. George has completed the Advanced Diploma of Financial Planning and completed the Fellow Chartered Financial Practitioner course. He is also a member of Association Of Financial Advisers and the Tax Practitioners Board (TPB). George is married with two adult children who he is very proud of and enjoys the outdoors, great food and travelling. 0417 662 661 [email protected] See more

15.01.2022 R U OK DAY? 2020 has been a challenging year for everyone and circumstances have made it even more important for us all to stay connected and, for those who are able, be willing to support those around us. If you feel like something’s not quite the same with someone you know there’s something going on in their life or you notice a change in what they’re saying or doing - trust that gut instinct and take the time to ask them Are you OK? If someone says they’re not OK..., make time to listen, encourage action and check in. That conversation could change, or even save, their life. #ruokayday #ruokay https://www.ruok.org.au/join-r-u-ok-day

05.01.2022 Maximising Non-Concessional Super Contributions Making up for lost time? Trying to increase your tax deductions? Trying to accelerate towards retirement? How to navigate the complex world of superannuation contribution caps? The link below will take you to a blog on Maximising Non-Concessional Super Contributions... https://blog.centrepointalliance.com.au//maximising-noncon To get in contact with one of our advisers please email [email protected]

01.01.2022 Matt Cummins Partner & Executive Financial Adviser - BBus Comm, CFP Matt is a founding Partner of Millennium Wealth having been in the finance industry since completing University in 2007. He has joined Millennium Wealth from Westpac Private Bank where he won a number of national awards including the 2018 BT Adviser of the Year award highlighting his strong ability to provide tailored and strategic financial advice for his clients. Matt commenced his career just prior to... the Global Financial Crisis, teaching him invaluable lessons in the areas of investment management, market risks and above all, navigating clients towards their goals through all life’s ups and downs. Matt loves taking time to allow clients to truly identify what is most important for each client, essential for setting and prioritising their individual goals. This forms the foundation of our relationship for us to utilise our vast experience, skills and understanding to form an aligned plan focusing on realising these dreams. Matt values the inherent trust from clients very seriously and loves nothing more than bringing their dreams and plans to life. Matt has a Bachelor of Business & Commerce and is an accredited Certified Financial Planner. He is also a member of the Financial Planning Association of Australia(FPA) and the Tax Practitioners Board(TPB). Matt enjoys travelling and spending time with his wife, Louise and daughter, MIla and is also a keen golfer, cricketer and Sydney Swans supporter Contact Matt - Mobile: 0451 167 356 Email: [email protected] Linked in: https://www.linkedin.com/in/matthew-cummins-16a37856 https://www.millenniumwealth.com.au/matt-cummins