Robert Smith-Saarinen

Milestone Financial Services Pty Ltd

Bronze
33 Yrs Experience
Deakin, ACT 2600

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At 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

  • Adviser status Bronze
  • Rating 4.91
  • Number of reviews 14
  • First year providing advice 1992
  • Years of experience 33
  • Highest qualification
    • Certificate IV in Financial Services (Finance and Broking)
  • 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
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Akumin Pty Ltd

AFSL 232706