Ian Hayes

Milestone Financial Services Pty Ltd

Platinum
17 Yrs Experience
Deakin, ACT 2600

Recent reviews

Milestone Financial Services Pty Ltd

12a Thesiger Ct
Deakin, ACT 2600

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 21
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Finance
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
21 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
4.80
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Ian is one of the most knowledgeable and personable advisor's that we have met. No question or concern of ours is too difficult or complex for him to provide advice on. Each time we visit Ian, he is organised and informative, and we leave our meetings feeling happy and comfortable with our circumstances. If we have any queries, Ian will make himself available via the phone or email to ensure we receive the correct information within a reasonable timeframe. We have the utmost confidence in Ian and feel as though our financial stability and future is in the right hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ian has provided advice on cash flow, budgeting, superannuation, retirement and pensions. Ian's clear explains, backed by his extensive knowledge and experience means that my husband and I feel confident with the advice provided. Most importantly we feel positive and confident about our retirement preparation. Thanks Ian."

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

"Ian's advice has enabled us to purchase a house and arrange our affairs so that we are more aware of our cash flow needs. He has also given us peace of mind in terms of our longer term plans including superannuation. Ian always explains things very clearly and we also feel confident that the advice he gives us is in our best interest. We have recommended him to friends and will continue to do so."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"no comment"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We’ve loved having Ian as our financial adviser over the last few years. Ian took the time to get to know us and as a result has been able to provide us tailored and useful advice that fits our needs and objectives. We trust his advice. He and his team provide an excellent, responsive service. We have recommended him to friends and colleagues."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ian has been extraordinarily helpful in taking my wealth from virtually zero to a very comfortable upcoming retirement.'Thanks Ian"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ian is always ready to listen to my views and debate them!"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ian is reliable helpful and friendly, giving excellent advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely helpful, well prepared and presented advice. Ian always takes the time to explain everything in full and also clearly answers all our questions. We would not hesitate to recommend his services to friends and relatives."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Certificate IV in Financial Services (Finance and Mortgage Broking)

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Master of Finance

Level
9 - Masters Degree
Institution
Durham University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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