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Professional Financial Planning Company Having offices located in South Yarra, Melbourne.
About The Company
Next Level Financial Services Pty Ltd was established by Julian Millman in
December 2003. The privately held company is jointly owned and controlled by Julian and Belinda.
The Team
Julian Millman - Senior Financial Adviser having worked in the
profession for over 10 years.
Belinda Lundberg is also a Senior Financial Adviser with over
12 years experience in financial planning. Belinda was the youngest person ever to be appointed as a Certified Financial
Planner.
Quintin Stone recently joined Next Level Financial Services as
the Client Services Manager.
Services
Next Level Financial Services is able to provide advice relating to the
following;
- Wealth Creation
- Investment Advice
- Retirement Planning
- Self Managed Superannuation
- Debt restructuring Advice
- Social Security entitlements
- Tax Planning
- Direct Share Advice
- Risk Insurance Advice
- Estate Planning
Next Level Financial Services also facilitates
relationships with other professionals in the areas of:-
- Legal
- Accounting
- Finance and mortgage broking
- Buying/Selling Direct Property
- Business
Client Testimonials
Contact Next Level Financial Services
