Michael Simmons

Milestone Financial Services Pty Ltd

Silver
8 Yrs Experience
Deakin, ACT 2600

I believe great financial advice is about more than just numbers — it’s about helping people make confident decisions that improve their lives today and into the future.

As a Financial Adviser with Milestone Financial Services, I work with clients across Canberra and beyond to build strategies around superannuation, investments, retirement planning, wealth protection, and cash flow management. I enjoy breaking down complex financial issues into clear, practical steps so clients feel informed and in control.

With a Master of Applied Finance and over 8 years of experience, I combine technical expertise with a client-first approach. I value building long-term relationships and being a sounding board clients can rely on at each stage of their financial journey.

Outside of work, I’m committed to ongoing professional development and staying across legislative and market changes, so the strategies I deliver are always relevant, reliable, and tailored.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.86
  • Number of reviews 9
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Milestone Financial Services Pty Ltd

12a Thesiger Ct
Deakin, ACT 2600

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Akumin Pty Ltd

AFSL 232706