Our People

We partner with business owners and professionals to help them grow and protect their wealth.

Matthew Gates
Managing Director
(ASIC adviser number 235260) FSG

Matthew has an Advanced Diploma of Financial Services (Financial Planning). Matthew has been involved in the Financial Services industry since 2001 and is authorised to provide advice in the following specific products/strategies:

  • Business Succession & Estate Planning
  • Key Person Insurance - Revenue, Capital & Goodwill
  • Director’s Guarantee Insurance
  • Income Protection Insurance
  • Life Insurance
  • Trauma Insurance
  • Total & Permanent Disability Insurance
  • Business Expense Insurance
  • Personal Superannuation, SMSF & Investment Solutions

Karen Gates
Practice Manager

  • Adviser Support

Karen also provides the following services
(These services are not offered under the millennium3 AFSL license nor are millennium3 responsible for any of these services)

  • Myob & Xero Consulting
  • KPI Reports
  • Business Analysis