About us

Who we are

Milestone Financial is one of Canberra’s most successful financial planning businesses and our advisers are specialists in all areas of financial planning. We also offer services for Estate Planning and Mortgage Broking, so we can help you with other aspects of your financial needs.

 

We help you live your best life

We are different to most other financial planners because we believe in a collaborative approach to financial planning, working with you to help you achieve your goals. However, it takes time to build a successful financial plan. That’s why we think it’s important to establish a strong working relationship with you over many years.

Milestone’s education program

We are committed to an ongoing education program for our clients which includes regular workshops covering financial basics, property investing, investing for cashflow (passive income) and other specialist topics. We also provide a monthly newsletter which includes interesting educational articles on financial and lifestyle topics.

 

Our financial planning expertise

Milestone Financial’s advisers have expertise in all areas of financial planning. We also offer mortgage broking and estate planning services so that these important aspects of your finances are covered.

We believe it’s really important to set goals as the first step of any financial process. We will help you clarify what you're aiming for, and put together a plan that will breathe life into your goals. It will give you peace of mind that you're heading in the right direction and that you are protected. You'll see how much is possible with a bit of planning and resolve.

Your Milestone adviser will work with you to decide what level of involvement you would like us to have in helping you to achieve your goals.  Our initial services range from getting the fundamentals in place to a regular coaching service to help you achieve your more complex financial goals.

Meet our team

Milestone Financial's multi skilled and experienced team work together to guide you towards your goals and financial freedom. Find out more about our team below.

Our advice team

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Ian Hayes

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

CERTIFIED FINANCIAL PLANNER™
Masters in Finance & Investment
Certificate IV in Financial Services (Finance / Mortgage Broking)
Certificate IV in Life Coaching
Financial Planning Association (FPA)
AMP Financial Planners Association

Ian has been in the financial services industry since 2000 and a financial planner since 2005.

He started his career in the private client wealth management industry in London before moving to Australia in early 2004. Ian joined Milestone Financial Services in 2004 as a paraplanner before progressing into an advising role and became a shareholder and director of the business in 2007.

Ian works with a variety of clients and specialises in helping busy professionals and business owners realise their financial goals.

In 2012, he was awarded the prestigious Financial Planning Association’s Best Practice Award for a Certified Financial Planning® Professional in the ACT which recognises the outstanding outcomes that we deliver for our clients.


Andrew Boulds

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

CERTIFIED FINANCIAL PLANNER™
Masters of Applied Finance
Graduate Diploma of Financial Planning
Certificate IV in Financial Services (Finance / Mortgage Broking)
Financial Planners Association (FPA)
AMP Financial Planners Association
Fellow of the Financial Services Institute of Australasia

Andrew is originally from the UK. He grew up in Northern England and attended Manchester Metropolitan University. Andrew became an Australian Citizen in 2009.

Andrew worked initially in the paraplanning team, providing technical and compliance support to the advice team. In 2008, Andrew transitioned into a client facing role as a Financial Advisor. During his time at Milestone, Andrew has spent time managing the paraplanning team, as well as building up his loyal client base.

Andrew is now the Head of Advice at Milestone Financial as well as a senior Financial Planner. In his role as Head of Advice and overseas the day to day running of the advice team.

Why financial advice?

Andrew enjoys working with his clients and seeing their plans come to fruition, as well as meeting and forming relationships with new clients and setting their plans in motion.


Clare Boardman

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Bachelor of Agricultural Economics
Diploma of Financial Planning
AMP Financial Planners Association

Clare joined Milestone as a financial planner in July 2013, having previously worked for 3 years as a Strategy Adviser and an Associate Investment Adviser for a Private Wealth Management firm.

She has over 15 years’ experience working in the financial management field, as a rural economist, a business analyst and a rural financial adviser prior to moving into the financial planning industry.

Clare is passionate about helping people to achieve their goals and bring a wealth of experience across a range of clients including those with Self-Managed Super Funds. She has strong technical skills and am very focused on providing clients with a high level of service. Clare has a Diploma of Financial Planning and is a qualified Agricultural Economist. She is also an executive member of the Canberra Region Family Law Practitioners Association.


Craig Phillips

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Bachelor of Economics
Advanced Diploma (Financial Planning)
Justice of the Peace (NSW)
Fellow Chartered Financial Practitioner (FchFP)
Diploma of Company Directors Institute
Trust and Estate Practitioner (TEP)

Craig has been in the Financial Services Industry for over 20 years, most recently as a Senior Financial Adviser for a private firm in the Sydney CBD. He moved to Canberra to join Milestone in October 2015.

Craig’s experience covers a very broad range of services that include a truly holistic and personalised approach to putting clients in a better position by being their project manager - to help get things done right.

Craig has worked extensively in portfolio construction, tax planning, retirement planning, pensions, social security, aged care, managed funds, direct equities, estate planning as well as all forms of superannuation including SMSFs and personal insurance advice.

One of Craig’s other passions is cycling and he is involved in the Future2 charity, http://www.future2foundation.org.au which helps raise funds for youth at risk in Australia. 

Why financial advice?

Craig is really motivated and inspired to help others who seek clarity in their world and to improve their financial position through sensible goals based advice.

What’s their goal?

Craig’s goal is to ensure that all of his clients receive outstanding value and quality advice, view him as their guide for the journey and be an advocate for his services.


Our goals coaches

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Senior Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Robert Smith-Saarinen

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Diploma of Financial Planning
Certificate IV in Financial Services (Finance / Mortgage Broking)
Certificate IV in Life Coaching
Financial Planning Association (FPA)
AMP Financial Planners Association

Robert is a financial planner and owner of Milestone Financial in Canberra with over 25 years’ experience in the financial services industry.

Robert started his career as a financial planner in 1990 in Gippsland Victoria, running a small financial planning business. After moving to the ACT in 1992, Robert established what is known as Milestone Financial today. During this time Robert worked across a number of different business projects, working on the establishment of Dacstar PL, a wholesale legal and finance company in Sydney and running a local life insurance broking business in ACT.

Robert, with his business partners and growing team, have built Milestone Financial into one of Canberra’s most prominent financial planning businesses. Taking on new approaches to delivering services to Milestone’s clients is Robert’s passion.

Now, with more than 25 years of industry experience and financial planning qualifications, Robert continues to focus on ways to introduce new technology and approaches to delivering an amazing experience to Milestone’s growing team and clients.


Aaron McInnes

Senior Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning

Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Finance / Mortgage Broking)
AMP Financial Planners Association
Mortgage & Finance Association of Australia (MFAA)

Aaron is a Senior Financial Planner and qualified Mortgage Broker who has been working in the financial services industry since 2007. 

Prior to working with Milestone, Aaron assisted in the operations and running of a wholesale services company including providing Estate Planning services, conveyancing, mortgage broking and home/investment lending, direct property investments and life insurance.

Aaron has a passion for understanding his clients’ lifestyle goals and needs, and then working collaboratively with them to set the appropriate financial strategy, ensuring they are on track to achieve their goals.

As an avid investor himself, Aaron understands the need to get the balance right between living and having fun ‘today’ with his young family, but also planning for his family’s needs to ensure that they stay on track for a secure financial future.

Why financial advice?

Aaron’s approach to his financial planning is to work with his clients like a financial ‘coach’, providing support and guidance on their journey by continually providing financial information and education so that informed decisions are being made.


Our support team

Mortgage Broker

Credit Representative of AMP Financial Planning

Concierge

Head of Client Services, Relationship Manager

Relationship Manager

Ashley Crowther

Mortgage Broker

Credit Representative of AMP Financial Planning

Authorised Credit Representative of AMP Financial Planning
Diploma of Finance and Mortgage Broking Management
Mortgage & Finance Association of Australia (MFAA)

Ashley is a Credit Advisor with Milestone Financials and has been in the finance and mortgage broking industry since 2012. 

Previously, Ashley worked as a Credit Adviser for one of the country’s most recognizable mortgage brands assisting his clients obtain professional advice on their mortgages which include; structure, lender, product, affordability and lastly interest rates.

From an early age Ashley worked in his family’s business where he learnt how to interact with clients on a daily basis & ensure high customer satisfaction, as this is a major factor of small business success. He has taken this learning experience throughout the variety of industries he has worked in & continues to deliver this philosophy in his current role as a Credit Adviser. In 2012 Ashley joined Milestone Lending Solutions as a Lending Specialist.


Sally Sweeney

Concierge

Sally joined Milestone in April 2014. Sally has over 26 years in the financial service industry with 24 years of that being with Westpac. During her time there she moved from teller to Senior Relationship Manager in Premium Banking where she worked closely with a portfolio of clients advising both their lending and wealth creation needs through close association with financial planners. Sally is passionate about looking after clients and so has a very high focus and commitment to Client relationships and brings a wealth of experience to our team.


Felicity Shiner

Head of Client Services, Relationship Manager

Felicity joined Milestone in November 2014.  She brings over 13 years of client relationship experience, specialising in project management. Felicity’s attention to detail and problem solving skills has added another dimension to our already successful client services team. She is passionate about providing exceptional customer service and aspires to create a rewarding and seamless experience for our clients.


Sharlene Hay

Relationship Manager

Sharlene joined Milestone in May 2012. Her competent administration skills and previous experience with a Not-for-Profit organisation are a very welcome enhancement to the team. Sharlene's thorough and practical nature and willingness to serve are appreciated by clients and the business.

Sharlene supports Ian Hayes to deliver a quality client services experience to Milestone’s financial planning clients.


Relationship Manager

Relationship Manager

Relationship Manager

Lending Administrator

Rebecca Fisher

Relationship Manager

Rebecca joined Milestone in 2015 initially in the New Business team. Rebecca previously worked in Administration with one of Australia’s leading gardening companies working in Finance, administration and client services. She realised she is more a ‘people person’ and now works primarily with Andrew Boulds delivering exceptional client service to Milestone's financial planning clients. She is thrilled to be a part of a team with such a depth of experience.


Heidi Smith-Saarinen

Relationship Manager

Heidi has been working in client services in retail and within the financial services industry for 20 years. Heidi joined Milestones team in 2002 after working as a freelance photographer. Heidi works in Milestones Client services assisting Milestone’s many clients with their varied needs.


Melissa Coggan

Relationship Manager

Diploma of Financial Planning
Master of Arts in Organisational Communication
BSc (Mathematics)

Melissa joined Milestone in 2013, working initially as a paraplanner. She now provides business development support, including marketing strategies, managing Milestone’s successful educational seminars and our relationships with our business partners.

She has worked in the financial services industry for more than 20 years, in marketing and sales roles for fund managers including Rothschild Australia Asset Management, Zurich Financial Services and Russell Investments.

She has extensive industry knowledge, having worked with retail clients, financial planners, institutional clients, self managed super fund trustees and investors.

Why financial advice?

Melissa believes that setting goals and having a financial strategy in place gives you a sense of achievement and empowerment. It keeps you positive – particularly in times when things aren’t going as well as you want.

What’s their goal?

Melissa’s goal is to have a happy family, a rewarding career and a life well lived.


Rachelle Laudenbach

Lending Administrator

16 years MYOB experience

Rachelle joined the Milestone team in February 2013, bringing with her many years of experience in book keeping and account management. Rachelle assists Ashley in the Milestone Lending Solutions Team and provides excellent client service to lending clients. She is organised and reliable and will go the extra mile to complete the task at hand.


Manager, New Business, Claims & Self Managed Super Funds

Paraplanner

Authorised Representative and Credit Representative of AMP Financial Planning

Paraplanner

Paraplanner

Kerri Tarrant

Manager, New Business, Claims & Self Managed Super Funds

Kerri has worked in the Insurance and Financial Planning industry for 17 years including 7 years previously with Milestone Financial Services. Kerri worked in a variety of capacities throughout that time so has a solid grounding in the profession. Previously, she worked in an Administrative/HR role for a company with businesses both locally and interstate. Kerri's friendly manner, work ethic, adaptability, discretion and "will do" approach will ensure that she gets things done. Kerri now manages the New Business and Paraplanning teams within Milestone.

Why financial advice?

Even though Kerri has worked in the industry, she is admittedly still lazy when it comes to her own needs. Kerri recently went to see a planner with her husband. Going through the process has forced Kerri to face the reality of her own situation and recalibrate what needs to be done. Kerri feels that the process has definitely made her more accountable. 

What’s their goal?

Work life balance, to travel more and to keep working towards a comfortable retirement.


James Gibb

Paraplanner

Authorised Representative and Credit Representative of AMP Financial Planning

Bachelor of Arts
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Planners Association

James joined Milestone as a paraplanner in July 2012. He has worked in the financial services industry since 2004 including over four years’ experience as a paraplanner with ClearView Wealth and also as an Associate Adviser with Centric Wealth. James has returned to his passion for the technical and financial modelling side of financial planning at Milestone. 


Lauren Murray

Paraplanner

Diploma of Financial Services (Financial Planning)
Dip BA

Lauren has been a valued member of the Milestone team since March 2006. During this time, Lauren has progressed into a paraplanning role within the business as well as a senior administrator. Her dedication to ensure that high value service is provided to our clients, planners and staff in a timely manner is a great asset to clients and Milestone alike. Lauren assists with all aspects of client administration and management as well as providing valuable support to the financial planners.

Why financial advice?

Lauren believes that financial advice gives you piece of mind that you are setting yourself the foundation for the lifestyle you want to achieve.

What’s their goal?

To reduce debt and to spend within her means.


Kristine L’Estrange

Paraplanner

B Bus (Financial Planning)

Kristine joined the milestone team last year as a paraplanner. She has worked in the financial planning industry since 2012 after completing a Bachelor of Business (Financial Planning). She enjoys working in the industry as she finds it dynamic and challenging. She continues to build on her technical skills with the aim of positively impacting our client’s lives.


New Business Administrator

Sheila Egan

New Business Administrator

Milestone has been privileged to have Sheila as part of the team since 1994. Her skills and dedication to the highest level of professional service are highly valued as she has a methodical, detail-orientated, client-centric and "old fashioned service" approach. These attributes are essential aspects of her role as the manager of back-office implementation.


Accreditations

Milestone Financial in Canberra is accredited with the highest standards of professionalism and advice. Click on the logos below for more information. 

Community

Milestone actively supports many charities in the local area and we were recently nominated in the top five AMP practices that participate in the Cancer Council Pro Bono Program. We also support charities including Hartley Lifecare, with Team Milestone regularly participating in the Hartley Cycle Challenge from Perisher to Charlotte Pass. Our work with local charities allows us to give back to community and help families find financial certainty in times when an illness, disability or personal circumstance has taken this away.

 

Cancer Council

Milestone has been an active supporter of the Cancer Council providing pro bono financial advice to families in need. We were recently nominated in the top 10 AMP practises supporting the Cancer Council. 

Hartley Lifecare

Milestone has supported Hartley Lifecare for many years and Team Milestone has been a regular participant in the Hartley Challenge – a big ride from Canberra to Charlotte Pass and return. In 2015 the Milestone community raised over $20,000 on behalf of Hartley.

Find out what our clients have said

Testimonials