With over 25 years of experience in the life insurance and financial planning industry, Atlantic Financial Services can help you grow and protect your wealth.
Atlantic Insurance has accommodated the life and general insurance needs of businesses and individuals since 1981.
In light of emerging trends and increasing complexities, the need to better represent clients resulted in an enhanced product offering, which saw the introduction of specialized life and general insurance businesses. It was at this time Atlantic Financial Services was created in 2011. Working from the same premises and in tandem with the Atlantic Insurance, the two entities function seamlessly ensuring consistent and tailored insurance solutions are provided, meeting both business and personal insurance needs and lifestyle objectives.
We have established long-term relationships with our clients. Many have been with us since 1981, over 40 years. This means we understand our clients and can represent their insurance needs professionally and comprehensively
There is no external corporate ownership. The direction and values of our business are completely established only by the directors of our company
We exist only to service all of the life insurance needs of our clients and operate only in their best interests
Can arrange a review of your current policies at no obligation to you to ensure your specific insurance needs are being met
To learn more about the products and services Atlantic Financial Services can provide you or your business please click here or contact Mark Climpson or Elizabeth Reynoldson on 03 9836 3733
This website is published by Atlantic Financial Services Pty Ltd. Mark Climpson [AR 292201]; Scott Clark [AR 263260] and Atlantic Financial Services Pty Ltd [CAR 394742] are Authorised Representatives of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987), AFSL 244252.
The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.
Under no circumstances will any of Atlantic Financial Services Pty Ltd, Millennium3 Financial Services Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content.
This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Atlantic Financial Services Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.
Millennium3 Financial Services Pty Ltd
Level 5 / 95 Pitt Street
Sydney NSW 2000
Phone: (02) 9248-0472
