Original Blue Pty Ltd ATF The Reed Family Trust t/as David Reed Financial Services is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 an Australian Financial Services Licensee number 244252. We are licenced to provide advice in Life Insurance, superannuation and investment products.

Millennium3 is one of Australia's largest financial services adviser groups with origins tracing back over 30 years. Millennium3's head office is located in Queensland with an extensive network of over 500 qualified financial advisers located in all states.

We adhere strictly to the rules and regulation set out by the Australian Securities and Investments Commission (ASIC), whom are the main industry supervisory body and the providers of our Australian Financial Services Licence.

David is the principal owner of the business and financial planner. He has a Bachelor of Business and Advanced Diploma of Financial Services.

He has been providing insurance solutions to business owners since 2001. He liases with a wide array of institutions and holds both Level 2 and Level 3 accreditation for business insurance with Millennium3 Financial Services.

On a personal basis, David has been married for over 14 years. His interests outside of financial planning include rugby league, fishing, kayaking, tennis as well as a general sports enthusiast.

Tracey is our office manager ensuring that our clients experience a highly efficient and timely service.

Tracey will assist you in the application process, as well as liaison with the insurance company to facilitate a smooth and timely issuance of your keyperson policy.

While we are a Sydney-based financial services company, we provide our services Australia-wide through the use of email, telephone, fax and of course, face-to-face. We have a number of clients interstate (including WA, Victoria, Qld) as well as overseas.

We have offices to meet with you in person or may schedule a meeting at your work premises:
    110 Wyralla Road, Miranda
    135a Bourke Road, Umina Beach

Feel welcome to call us on 1300-78-55-77 or email us any queries you may have at admin@keyperson.com.au