We offer financial planning advice following a number of careful steps that help you take a “big picture” look at where you are financially. Using these steps, we can work out where you are now, what you may need in the future and what you must do to reach your goals.

Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly.

By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

Meet Our Experts

Rob Smith-Saarinen

Senior Financial Adviser and Company Director

Ian Hayes

Senior Financial Adviser and Company Director

Andrew Boulds

Senior Financial Adviser

Aaron McInnes

Senior Financial Adviser and Partner

Rebecca Hollis

Financial Adviser

Heidi Smith-Saarinen

Head of Client Services

Jennifer Williams

Relationship Manager

Sally Sweeney

Relationship Manager

Amanda McGregor

Relationship Manager

Zoe Butt

Receptionist Administrative Assistant

Katie Cirjak

Ongoing Services Manager

Elissa Shelley

Annual Review Coordinator

Kristine L’Estrange

Paraplanner

James Gibbs

Paraplanner

Beyandi Dona

Paraplaning Coordinator

Mai Nguyen

Trainee Paraplanner

Angus Tong

Mortgage Broker

Gillian Burns

Mortgage and Finance Support

Trusted by 1000s of Happy Clients

“…the depth of experience from all of the staff makes us know that we are really heading towards our goals and dreams.”

Contact us for further information or to make an appointment

02 6102 4333

enquiries@milestonefinancial.com.au

12A Thesiger Court Deakin, ACT 2600

Contact us

Address: 12A Thesiger Court, Deakin ACT 2600

Phone: 02 6102 4333

Email: enquiries@milestonefinancial.com.au

Milestone Financial Services Pty Ltd

(ABN 68 100 591 508) is an Authorised Representative and Credit Representative of AMP Financial Planning AFSL 232706