About Millhaven
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Millhaven Financial Services



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

In order to maintain our high standards, your Planner is trained to understand the importance of an in depth analysis of your goals and
circumstances that will form the basis of your financial strategy. 

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.

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Our Millhaven Team
James Williamson 
Authorised Representative 
Managing Director of Millhaven and has been in the financial services industry in Australia for the past 16 years. Self Managed Superannuation Specialist Adviser with SPAA and holds an Advanced Diploma of Financial Services.
Jennifer Valencia
Implementation Manager
Jen has held positions in multinational companies such as HSBC and Citibank N.A. as well as Australian start-ups with global markets. She enjoys working closely with advisers and clients and strives to always deliver excellent customer service and support.
Keith Cavanagh
Associate Adviser
Prior to joining Millhaven, Keith spent more than 4 years with Mercer in the Superannuation and Financial Services industry. He enjoys helping clients and simplifying complex scenarios.
Leslie Cruz
Client Services Officer
I value efficiency and assure productivity. I do not believe in mediocre scenarios; I work for excellence. Commitment to excellence and industry.
Amanda Williamson
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.
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