Andrew Boulds

Milestone Financial Services Pty Ltd

Platinum
14 Yrs Experience
Deakin, ACT 2600

Recent reviews

Milestone Financial Services Pty Ltd

12a Thesiger Ct
Deakin, ACT 2600

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Expertise

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Andrew has been our financial adviser for several years now. He takes time to understand your situation and risk profile so he can provide advice in line with your needs. Andrew has a professional and personable manner and is always happy to answer your questions. The advice he has provided us over the years has always been in our best interests. I would recommend him to anyone needing financial advice."

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

"We started our journey with Andrew 10 years ago. During this time our financial situation has continued to improve and we will be forever thankful."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew has always given me sound advice in areas including loan products, self managed super funds and managing debt. Andrew was articulate and able to explain things to me in a clear way. Through Andrew's expertise, knowledge and experience, I feel very confident that the advice given was just right for my needs. I always received Andrew's full care and attention when I needed it. That said, I found Andrew to be gentleman of high calibre, exceedingly ethical, with a scrupulous nature and wicked smart on financial matters. If you want sound sound and solid advice, and treated with care, dignity and respect, you cant go past Andrew."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew and his team have been wonderful in helping me set goals for my retirement, my superannuation and helping me manage my cash flow. I have had a few recent unexpected setbacks but Andrew has guided me through these with practical options and solutions. I always come away from our meetings with renewed optimism. No matter how small or large your investment capabilities are, Andrew can offer you expert advice to help you achieve your financial goals."

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

"Andrew, has always been well organised and very helpful."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Andrew has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Andrew was able to explain things to me in a clear and precise manner. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Andrew's full care and attention when I needed it."

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

"Andrew has given me advice in all aspects of my investment portfolio. Andrew is usually able to explain things to me in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given is right for my needs. I have always received Andrew's full care and attention when I needed it.' Andrew has also gone over and beyond in assisting me with all financial matters."

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

"Could not recommend Milestone Financial Sevices and in particlular Andrew Boulds any higher, outstanding service with great attention to detail.great communicator and all-round nice guy."

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

"Andrew Has been giving me very effective advice for both my business and personal financial, insurance and retirement strategies for over 20 years. He answers all my queries very quickly and our regular meetings and updates are extremely valuable."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Andrew understands what I am looking for in terms of planning for my future, responds to my questions, and provides advice I feel comfortable with"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2010

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2011

Certificate IV in Financial Services (Finance and Mortgage Broking)

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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