JAMES WILLIAMSON – ADFS(FP)  A FIN  FPA (aff)

James is the Managing Director of Millhaven and has been in the financial services industry in Australia for the past 5 years. He holds an Advanced Diploma of Financial Services (Financial Planning) from ‘The Securities Institute’,  is a member of the Financial Planning Association and an Associate member of FINSIA.

Before entering the financial services industry in Australia James established a 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 the 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 or product, not simply the most convenient one. Secondly we understand that financial matters can be dawnting, 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 a daughter and a son, plus I have investments and a mortgage so I understand some of the concerns and challenges facing families and those looking to build their investment porfolio. I also like service from people I do business with, and I am sure my clients think the same way.”

ELVIS METELOVSKI - SENIOR ADVISOR 

Elvis has worked extensively within the financial services industry for the past 15 years. He has worked as an Advisor and a Stockbroker for the likes of CBA, St George and Next Financial. His experience in the equities market as a broker gives him a depth of knowledge that many other advisor lack.

CALEB REEVES - ADVISOR / CLIENT SUPPORT MANAGER

Caleb has worked in the financial services industry for the past 6 years. He has worked for the likes of Perpetual, BT and AMP and now has become 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. 

RACHEL DALGLEISH - CLIENT SUPPORT

Rachel assists us in providing Client Support to our clients. Rachel has extensive experience in Client Support and developed from her time employed within the New South Wales Police Service and PriceWaterhouseCoopers.  Rachel has worked within the Financial Services Industry here in Australia for the past five years and has also worked for the Financial Services Industry in the UK. This experience within the industry allows her to understand the needs of client dealing with the Financial Services Industry for the first time.

Rachel is currently studing towards her Diploma in Financial Services (Financial Planning).