- 03 4250 8001
- valued@millerwealthgroup.com.au
- 2 Downes Lane Geelong Victoria 3220
At Miller Wealth Group we aim to make a positive difference to the lives of our valued clients. We know that our clients are our greatest asset and we will work hard to meet your needs.
The foundation of how we work with our clients.
The foundation of how we work with our clients.
We listen, learn, and work to support your unique needs.
Professional service and support from start to finish.
– Suze Orman
Miller Wealth Group was founded in February 2018 to ensure that clients looking for insurance solutions are being treated with respect, care and professionalism.
Since then, we expanded to meet the needs of our clients, by offering a range of financial planning services, from mortgages to retirement planning and superannuation.
Miller Wealth Group will assist you with every step of the way in your time of need. We will be open and transparent and our team is there to assist you through every step and ensure we put you and your family first.
We understand that planning your financial future or going through a traumatic life event for you or your loved ones is hard. We aim to remove the stress and provide immediate and continuous value. When you work with us, we’re building a partnership that’s made to last.
Clinton has a simple philosophy in delivering client focused advice. “Do everything right for my clients and this will ensure their happiness and financial stability while mitigating risk”.
Clinton started advising in early 2014, striving to provide clear and suitable financial advice for clients from various backgrounds. He places high priority on correct and ethical advice while providing the right services, support and products to meet his client’s needs and goals.
Clinton takes pride in his product and industry knowledge which is very extensive. He only works with reputable, regulated financial providers and ensures benefits of the products he recommends are well explained and evaluated with his clients, comparing not only price and features but, suitability, personal needs and family considerations.
Clinton has a down to earth and friendly personality which makes the consultation with clients a pleasure and a feel‐good experience. He gains great personal fulfillment in helping his clients achieve their financial and personal goals and helping protect what matters most to you in life.
At Miller Wealth Group, we are dedicated to simplifying the retirement process while enhancing returns to improve our clients’ quality of life. Our approach combines proven strategies with decades of collective expertise, delivering a unique and dynamic service to everyday Australians who want their superannuation to work for them.
Ethan Gilmour, your primary contact at Miller Wealth Group, is passionate about finance and believes in making simple adjustments that can have significant future impacts. Ethan is a family man who enjoys an active lifestyle, including going to the gym, surfing, golfing, and salsa dancing. His core values are honesty and integrity.
Brian’s approach centres on gaining a deep understanding of your specific goals and objectives and then tailoring a strategy to fit your needs. What drives him is the transparency, as he believes in clear, honest advice and being there every step of the way.
Starting in the industry from the ground up as a client services officer, he has seen the entire advice process through and can simplify the complex financial concepts that have been recommended. Brian has completed a Bachelor of Commerce (Finance and Financial Planning) as well as the Financial Adviser Standards and Ethics (FASEA) Certification, to make sure all advice is current, compliant and in your best interest. When working with Brian, clients can expect a hands-on approach, explained in plain english to navigate you through what the future might throw.
Paul’s journey in the financial advisory industry began with his background in business administration and management, which served as a solid foundation. Despite his roots in a small town his time spent around Australia navigating urban environments has granted him a unique perspective when advising clients from various backgrounds.
Paul is a quiet yet confident professional with a friendly, easy-going demeanour. He’s driven by a strong work ethic, grounded in a patient and understanding approach. Clients can trust that he won’t rush them into financial decisions but will instead provide thoughtful guidance.
What sets Paul apart is his unwavering commitment to excellence which led him to pursue further studies, demonstrating his dedication to exceeding industry standards. This commitment underscores his relentless pursuit of knowledge and expertise in the financial advisory field.
Paul’s motivation to be a financial planner stems from his genuine desire to help others. He enjoys crafting personalised solutions tailored to each client’s unique situation. What truly excites him is the positive impact he can make in someone’s life.
His advisory philosophy centres on delivering honest, sound advice, underpinned by a commitment to showing compassion. Paul’s approach emphasises clarity, ensuring clients understand and are confident about how the advice aligns with their goals and values. Treating clients like family and friends, Paul fosters lasting, trusted relationships with those he serves.
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Annaleise became part of Miller Wealth Group in early 2023, initially joining our client engagement team. She has since transitioned to our administration team, where she continues to bring her warm and uplifting approach. Annaleise is dedicated to building a welcoming and supportive environment for our clients and thrives on working closely with the team to ensure smooth operations and exceptional service.
Carlos Morales is part of the team in August 2024 as part of admin team. but he started to help with digital design since december 2023. Carlos brings a blend of creativity and organization to every aspect of his role. His passion for managing diverse responsibilities and his commitment to excellence drive him to continuously challenge himself and deliver exceptional service.
With a solid background in project management, Carlos excels at implementing strategies and infusing new ideas to enhance processes.
Known for his positive attitude and quick learning abilities, he thrives in dynamic environments and is always eager to contribute to a collaborative and innovative team.
Marianna joined Miller Wealth Group in January 2023 as part of the Admin team. She is confident in her work, enjoys collaborating with her team, and especially values interacting with clients. Marianna thrives on change and embraces new challenges.
Enthusiastic and committed, Mitch joined Miller Wealth Group this year, bringing a passion for helping clients achieve their financial goals. He’s dedicated to providing exceptional service and building strong relationships within the team and with clients.
Sam has spent his life in both customer service roles and 12 years in realestate working as a residential sales agent. Sam finds assisting clients reach financial freedom an incredibly rewarding experiance. Sam is dedicated to offering the highest level of professionalism, honesty and transperency with all those he assists.
Sam enjoys meeting a wide range of people from all different backgrounds.He considers his core values and attitude to servicing the clientele he represents as one of the most important aspects in the service he offers.
When Sam is not at work you will find him at the beach with his 3 kids, camping or throwing a line in. An avid footballer and unashamed rabbitohs fan Sams ideal Sunday is spent outdoors watching the footy with the kids.
As a Client Services Officer with over a decade of experience in client facing roles, I’m passionate about building strong relationships and delivering exceptional support. When I’m not focused on providing clients with exceptional service, I love exploring traveling, staying active at the gym, and cherishing quality time with friends and family. Oh, and you’ll probably hear me talk about my pet fish.
With years of experience in the Financial Services industry, Joel specializes in guiding clients through the complexities of Superannuation. Joel’s background in operations and management, coupled with his expertise in training and development, allows him to deliver exceptional service and empower individuals to make informed decisions about their retirement savings.
Ogi joined Miller Wealth Group after several years in the renewable energy sector, where he excelled in over-the-phone consultancy. A client-focused and diligent operator, Ogi thrives in helping our clients improve their financial position and removes the stress of finding better-performing super fund options with the help of our Financial Advisory partners.
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Coming from a superannuation and financial advisory consultancy background, Billy heads up our research and fact-finding team at Miller Wealth Group. Billy brings a client-focused and holistic approach to each engagement.
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Corey’s dedication to his client care mission is personal, rooted in many years of providing disability care and support to others. Corey has a genuine compassion for helping others achieve financial security, specialising in superannuation solutions to help secure our client’s financial future.
John, our Researcher at Miller Wealth Group, brings a wealth of experience and leadership to our organization. With a proven track record of guiding teams to success, John is dedicated to ensuring excellence in all aspects of supervision.
Meet Stefan Falvo, our resident superannuation superhero at Miller Wealth Group. With a smile as genuine as his superannuation advice, Stefan is the friendly face who can turn your retirement dreams into a reality. When he’s not deciphering the fine print of superannuation policies, you’ll find him working hard to make your retirement plans shine.
Known for his warm demeanor and uncanny ability to make the most complicated financial jargon sound like a bedtime story, Stefan is your go-to guy for all things retirement. He’s here to ensure that your golden years are truly golden, with a touch of humor and a whole lot of heart.
We assist you in every step. If you are sick or injured the last thing you will want to worry about is getting forms. We do everything from start to finish.
Yes we can look at different options to claim your insurance back on tax.
The amount of super needed for retirement varies depending on factors such as your desired lifestyle, life expectancy, and other sources of income. We can assist you in creating an estimation tailored to your individual circumstances.
Yes depending on the cover, things like life insurance, TPD and income protection can be paid with your super.
Everyone is different, We work with you to figure out how much will be required.
No. All our fees are upfront and transparent.
