Managing Director of Millhaven and has been in the financial services industry in Australia for the past 20 years. Self Managed Superannuation Specialist Adviser with SPAA and holds an Advanced Diploma of Financial Services.
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.
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.
Richard has spent a vast amount of his career within the financial services sector. Before joining Millhaven Richard had worked for small, boutique financial advisory firms to ASX listed multinationals and covered the full spectrum of roles within those firms.
Richard has an unwavering attitude towards client service and is totally focused on ensuring that systems and processes are aligned to the client’s best interest and overall experience.
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.
Lhiana Jane Pelostratos
Lhiana (LJ) holds a Bachelor of Science in Management Accounting. As our paraplanner at Millhaven, LJ brings together ‘the pieces of the puzzle’ that go into the client’s actual Statement of Advice (SoA) document.
LJ’s role relies upon her attention to detail while also being across current rules and regulations thereby ensuring an SoA is compliant so that clients receive a quality advice document and are therefore able to make an informed decision regarding their financial affairs.