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.
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
Takes the time to understand particular requirements. Nothing is off-the-shelf, this is specialised advice with careful explanation.
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
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.
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.
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.
- Adviser status Platinum
- Number of reviews 63
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma of Financial Planning
Milestone Financial Services Pty Ltd12a Thesiger Ct
Deakin, ACT 2600
- 9:00am – 6:00pm Monday – Friday
Amp Financial Planning Pty Ltd