I’ve been a financial planner for over 35 years, during which I’ve had the privilege of working with a wide range of clients. At Milestone Financial, which I’ve owned for over 20 years, we see ourselves as a general practitioner for financial advice—providing clear, strategic guidance to help clients achieve their goals.
As a business, we have many areas of specialisation, including CSC defined benefits advice, aged care, and debt management. Over time, I’ve also developed a particular focus on supporting small business owners with their financial planning, as well as advising on self-managed super funds.
I thoroughly enjoy working in this industry and believe there is enormous potential to make a real difference in people’s lives by helping them take control of their financial future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt Milestone we offer an initial meeting at no charge. The idea of this meeting is to allow you to understand how we approach financial advice and for us to understand your particular financial planning needs. From that we'll give you an understanding of how our fees work and allow you to take some information away to decide. We tend to keep our fee structure very, very simple and more importantly there's no extra cost. So once we've agreed on a fee for the advice that we're going to provide, that fee won't change throughout the course of the advice process.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 14
- First year providing advice 1992
- Years of experience 33
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Highest qualification
- Certificate IV in Financial Services (Finance and Broking)
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Language spoken
- English
Milestone Financial Services Pty Ltd
12a Thesiger CtDeakin, ACT 2600

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Akumin Pty Ltd
AFSL 232706
