Aaron McInnes

Milestone Financial Services Pty Ltd

Platinum
11 Yrs Experience
Deakin, ACT 2600
Since working in the financial services industry since 2007, and being a financial adviser from 2011, my greatest achievement is working with my clients and seeing them evolve to truly live and achieve what they set out to do from both a lifestyle and financial perspective. I facilitate and run up to 30 workshops a year for existing clients, the general public and corporate organisations to help every day people understand how best to manage their money, invest for their future needs, understand how to reduce or utilise debt and overall get the balance right about enjoy today but planning for tomorrow. The relationships I have with my clients speaks for itself with many referring their family and friends on an ongoing basis to ensure they to also have a lifestyle plan.

Expertise

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

My fees

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

I offer a range of services to clients and pending on the complexity and needs of the advice, as well as how much a client wishes to implement themselves, my fixed fee structure has various levels to provide the most value to the client based on their needs

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 62
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Milestone Financial Services Pty Ltd

12a Thesiger Ct
Deakin, ACT 2600

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.80
62 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 62

Sort by

4.25

"Aaron has given me advice in areas including loan products, self managed super funds and managing debt. Aaron was usually able to explain things to me in a clear way. Through Aaron's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Aaron's full care and attention when I needed it"

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

"Aaron consistently provided pragmatic, considered and readily accessible advice. He took into account our specific circumstances and concerns, and ensured his advice and services were tailored accordingly. Aaron is very approachable, and we saw and experienced the benefits of implementing Aaron's advice very early on in our engagement with him. We would happily recommend Aaron's services to others."

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

"Aaron has given us advice mainly on retirement and superannuation, as well as socially responsible investments and insurance. Aaron is always able to explain things in a clear way and is always prepared with various options ready for us to consider and why he has chosen them over others. Through Aaron's knowledge and experience we feel very confident that the advice given was right for our needs. Whether via email, phone or in person we receive Aaron's full care and attention in a timely manner when we need it."

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

"Aaron has given advice to my wife and I to invest in our first property, and to get our budget and finances under control. We have been impressed that he always listened to our situation, recognised our values, gave solid helpful advice, and helped us progress toward our goals. We would be happy to recommend him to others."

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

"Aaron was extremely good at explaining all the ins and outs about my retirement fund and investment strategies.I would recommend him very highly."

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

"Aaron has been amazing, helping with my budgeting, cash flow, superannuation and starting investments, refinancing my mortgage. I always value the frank and honest advice that Aaron provides me. Specifically I value Aaron's approach of ensuring educating you as part of the decision making process and not just presenting you with options."

  • Superannuation
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron has given my wife and I advice in areas including loan products, self managed super funds and managing shares. Aaron was able to explain things to us in layman's terms. Through Aaron's knowledge and experience, I feel very confident that the advice given was right for our needs. We received Aaron's full care and attention when needed. He and his company have been exceptional. They helped us secure a mortgage, manage share and make the best use of our funds. Honest, friendly and approachable."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Aaron has provided great advice with managing our investment strategy in order to help us reach our retirement and other financial goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Aaron and the team from Milestone Financial have been fantastic since day one. They genuinely listened to my goals and took the time to talk through what I was trying to achieve, prior to offering advice and suggestions. Aaron and his team are quick to respond to questions and were happy to go over technical jargon or concepts until I was confident in how my budget and investments were going to work."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron has so much passion and knowledge in his line of work. He is always focused and present when we meet and has my best interests at heart. I feel confident with his guidance to reach my goals and gain financial freedom. Thank you Aaron for all that you have done!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 62

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

  • Government Assistance
  • 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

Economic and Legal Context for Financial Planning - Bridging Course

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

Ethics and Professionalism in Financial Advice - Bridging Course

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

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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