Robert Smith-Saarinen

Milestone Financial Services Pty Ltd

Gold
30 Yrs Experience
Deakin, ACT 2600

Recent reviews

Milestone Financial Services Pty Ltd

12a Thesiger Ct
Deakin, ACT 2600

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 12
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Certificate IV in Financial Services (Finance and Mortgage Broking)
  • Language spoken
    • English

Expertise

  • Financial Hardship
  • Redundancy

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.85
12 Reviews
5
4
3
2
1
4.70
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"'Robert has given me advice in areas including Superannuation, Retirement Planning, Budgeting, Shares and Investments. Robert has always been able to explain things to me in a clear way. Through Robert's knowledge and experience, I feel very confident that the advice given was right for my needs. I've always received Robert's full care and attention when I needed it with my Superannuation investments.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been our financial adviser for eleven years. He has always been available when we have needed help in our financial matters. He is always able to explain things to us in a clear and concise manner. We have every confidence in the way that he advises and handles our financial matters."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert knows what he is talking about and has given me solid advice up to now. He explains things so that I'm able to understand and will check if he is unsure about anything . He is always helpful and makes time to see me"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob was extremely helpful with assisting me to understand my superannuation in regards to an invalidity retirement pension, along with applying for a disability pension through Centrelink. He explained information very clearly so I could make an informed decision on my retirement due to ill health. Thanks Rob."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has advised my husband and me on how we may use our income and business to grow our Super and therefore provide financial security for our family later in our lives. Robert was able to explain things clearly and in a way both my husband and I could understand. Robert was able to keep us on track without being pushy, and as a result, we have implemented positive changes earlier than left to do it on our own. Robert has always given us his attention, responded to inquiries promptly and genuinely wants the best outcome for our family."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Rob has given us excellent financial advice over the past several years on a range of things including budgeting, buying a house, superannuation, savings, retirement planning and generally making our money work for us with an eye to the future. He's done a fine job in explaining complicated money stuff to someone with a pretty limited understanding, and also providing frank advice. We've always felt very comfortable dealing with Rob and his colleagues at Milestone. We're very happy that we've achieved some goals already, and have a solid plan in place to achieve some future goals too."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert understanding of our financial situation, his knowledge and experience has helped us develop and implement our plan for retirement. My wife and I are now confident that we are on track to have the lifestyle we want for our retirement. Robert has also help us have the right level of insurance protection for if something we had not plan happens."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always felt confident and comfortable with Rob’s advice. He explains everything thoroughly and is available whenever I need any reassurance with any financial matter."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob's knowledge is always appreciated"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is very knowledgeable with his products. He explains things in a very clear way that is easily understood by a lay person. We feel he is honest and have confidence in his advice. We have no hesitation in recommending his service to others. Robert has a easy natural way of speaking to his clients."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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