Steve Milios

Simply Life Insurance

Silver
13 Yrs Experience
Magill, SA 5072

Recent reviews

Simply Life Insurance

1 Russell St
Magill, SA 5072

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certificate III in Financial Planning (Principles and Applications)
  • Language spoken
    • English

Expertise

  • Insurance Protection

My fees

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

Licensed by

Core Financial Services Pty Ltd

AFSL 480009

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Steve is very thorough, he has a kind and caring nature and I trust Steve to give me the correct advice for my needs. I always understand the advice given and would highly recommend Steve. I have no hesitation in recommending my family and friends knowing that Steve will always look after them."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve was able to find me cover when all other advisers had failed. We sleep with peace of mind knowing that our family is covered and will be looked after should something happen to either or both of us.We are extremely happy with Steve's service and explanation of the cover we were taking out. Regards Brenton"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Insurance Protection

Qualifications & Training

Investment Planning 2

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Insurance Planning (Principles and Applications)

Level
0 - Training / Exam / Other
Institution
Monash University (prev Australian Centre for Financial Studies (ACFS))
Completed
2001

Certificate III in Financial Planning (Principles and Applications)

Level
3 - Certificate III
Institution
Monash University (prev Australian Centre for Financial Studies (ACFS))
Completed
2000

Superannuation and Retirement Planning

Level
0 - Training / Exam / Other
Institution
Monash University (prev Australian Centre for Financial Studies (ACFS))
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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