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Atlantic Financial Services

Atlantic Financial Services in association with Atlantic Insurance provide a comprehensive range of services including:

Life Insurance Advice

Income Protection Insurance Advice

Keyman Insurance for Business Advice

Trauma Insurance Advice

Business Buy/Sell Planning Advice

Personal Financial Planning and Superannuation Advice

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.

Atlantic Financial Services Advantages

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 

Atlantic Financial Services

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

Mark Climpson, Authorised Representative No 000292201 and Atlantic Financial Services, Corporate Authorised Representative No 394742 are Authorised Representatives of Millennium 3 Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial Services No. 244252, Level 5, 95 Pitt Street, Sydney NSW 2000.

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