Michael Simmons

Milestone Financial Services Pty Ltd

7 Yrs Experience
Deakin, ACT 2600

I have worked in a number of roles in the Financial Services industry for over 25 years, starting my career with BT Financial Group. I moved into financial planning in 2017, after completing my Masters of Applied Finance and while completing my Certified Financial PlannerĀ® Certification.

I believe in working in the very best interest of the client and tailoring solutions to meet their needs. I understand that investing in super is not without its pitfalls or traps, which includes higher tax if you exceed certain contribution caps as well as restrictions on access. There have been many changes to superannuation over the years which makes keeping up to date with superannuation law an increasingly onerous task.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.82
  • Number of reviews 7
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Milestone Financial Services Pty Ltd

12a Thesiger Ct
Deakin, ACT 2600

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706