Holley Lucey

Millennium Wealth Advisory

Bronze
13 Yrs Experience
Carrara, QLD 4211

The path to achieving Financial Freedom can sometimes be quite a journey, but we believe it’s a journey best taken together. Whether you want to fulfil a lifelong dream or leave a legacy for future generations, I can help you achieve your goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer a flat fee structure, based on the advice provided. All fees are disclosed upfront and agreed to prior to commencement of any work.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Millennium Wealth Advisory

Level 4 Emerald Lakes Town Centre, 3027 The Blvd
Carrara, QLD 4211

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Hillross Financial Services Ltd

AFSL 232705