Our Team

Milestone's Multi Skilled And Experienced Team Work Together To Guide You Towards Financial Freedom.

Introducing the Milestone Team...

Client Services Team...


Advice and Strategy Team...


Advice Implementation Team...


Home loan and finance/debt strategy team...


Client Services Team...

Sally

Sally Sweeney

Conceirge

Sally joined Milestone in April 2014. Sally has over 26 years in the financial service industry with 24 years of that being with Westpac. During her time there she moved from teller to Senior Relationship Manager in Premium Banking where she worked closely with a portfolio of clients advising both their lending and wealth creation needs through close association with financial planners. Sally is passionate about looking after clients and so has a very high focus and commitment to Client relationships and brings a wealth of experience to our team.
Heidi

Heidi Smith-Saarinen

Head of client services

Heidi has been working in client services in retail and within the financial services industry for 20 years; Heidi joined Milestones team in 2002 after working as a freelance photographer. Heidi works in Milestones Client services assisting Milestones many clients with their varied needs.

Advice and Strategy Team...

Andrew

Andrew Boulds

Senior Financial Planner
CFP©, BSc. (Hons), MAppFin, DFS (FP), Cert IV FS (finance/mortgage broking)
Andrew joined Milestone as a paraplanner in September 2006 and has since transitioned to become a fully licensed financial planner. Andrew moved to Canberra from the United Kingdom where he worked for Zurich and The St James's Place Partnership, a national wealth management firm. Andrew has a variety of financial qualifications from both the UK and Australia including a Masters in Applied Finance, a Graduate Diploma in Financial Planning and various mortgage broking qualifications. His dedication and passion to get the job done are highly valued by his clients. Learn more about Andrew here.

Download Andrew's profile.

Rebecca

Rebecca Fisher

Relationship Manager

Rebecca originally worked in Administration with one of Australia’s leading gardening companies and with 2 years of experience in Finance and over seven years in administration and client services experiences she is thrilled to be a part of a team with such a depth of experience. She works primarily with Andrew Boulds delivering exceptional client service to Milestone's financial planning clients.

Ian Hayes

Senior Financial Planner, Company Director and Shareholder
MSc, CFP©, Cert IV Financial Services (finance / mortgage broking), Cert IV Life Coaching

Ian joined Milestone in early 2004, firstly as a paraplanner and, since August 2006, as a financial planner. Prior to joining the team at Milestone, Ian worked in the high net worth private client fund management industry in London for HSBC Investment Management. Ian has a Masters in Finance and Investment and is a CERTIFIED FINANCIAL PLANNER©. Ian has experience with a wide-range of clients including those with self-managed superannuation funds and company and discretionary trust structures. 

He has won awards including the 2012 FPA Best Practice award, AMP Adviser of the Year (ACT) 2016 and is a member of the Most Trusted Adviser Network.

Download Ian's profile here.

Tanya Giles

Relationship Manager

Tanya joined Milestone at the start of 2017. Tanya has held many previous customer service roles and it is her passion to provide a high standard of customer service that Milestone Financial is renowned for. Tanya has recently stepped into the role of Relationship Manager for Ian Hayes. Tanya is enjoying the challenges of a busy and exciting role, working as part of a dynamic team helping clients to live their best life. 

               

Aaron McInnes

Financial Planner
Diploma of Financial Services (Financial Planning)
Diploma of Finance and Mortgage Broking Management

Aaron has been in the financial services industry since 2007 and brings a wealth of experience to the Milestone team. Previously Aaron has worked with running financial services business’ including a legal firm focusing on estate planning and business succession planning, mortgage broking and debt structuring and property investments and advice.
Aaron believes that having a collaborative approach to clients planning needs to be able tailor a financial plan to suit one’s lifestyle goals is the key to clients personal success. A proactive investor himself, Aaron prides himself on bringing his experiences to clients to able to provide information and education, so that clients can feel comfortable in facilitating the right decisions that are best for them. Learn more about Aaron here.

Download Aaron's profile.

Melissa Coggan

Relationship Manager
Diploma of Financial Services (Financial Planning), BSc, MA (Organisational Comms)

Melissa joined Milestone in 2013, working initially as a paraplanner. She now provides business development support, including marketing strategies, managing Milestone’s successful educational seminars and our relationships with our business partners. She has worked in the financial services industry for more than 20 years, in marketing and sales roles for fund managers including Rothschild Australia Asset Management, Zurich Financial Services and Russell Investments. She has extensive industry knowledge, having worked with financial planners, institutional clients, self managed super fund trustees and investors. Melissa has a Diploma of Financial Planning, Master of Arts in Organisational Communication and a BSc in Maths.

Robert Smith-Saarinen

Senior Financial Planner, Company Director and Shareholder
DipFP, Cert IV Financial Services (finance / mortgage broking)
Robert has been in the financial planning industry since 1990. He has significant practical business and investment experience. Robert changed his career path in 2006 to work as a business development manager for a wholesale service company providing legal, finance and insurance services to the financial planning, accounting and legal industry. During this time he also ran a very successful insurance broking business in the ACT and Sydney. More recently Robert has returned to his first passion, being financial planning, with a wealth of experience and knowledge. Learn more about Rob here.

Download Rob's profile.

Craig

Craig Phillips

Financial Planner
FChFP, AFP®, BEc, Adv Dip (FP), JP, TEP

I have been in the Financial Services Industry for over 20 years - most recently as a Senior Financial Adviser for a private firm in the Sydney CBD. My wife and I recently moved to Canberra to be near family and I joined Milestone in Oct 2015.
 
My experience covers a broad range of services that include a truly holistic and personalised approach to putting my clients in a better position and being their project manager to help get things done right. I have worked extensively in portfolio construction, tax planning, retirement planning, aged care, direct equities, estate planning as well as all forms of Superannuation and personal insurance advice. It is very motivating to help families make a real difference, put solid plans in place and to provide the highest level of advice and care possible. For more information about Craig, click here. Download Craig's profile.


Vivienne

 Vivienne Todhunter

Relationship Manager

I recently joined Milestone in June 2016 after spending the last 2 years in Cairns as a Financial Planning Support Officer at ANZ Financial Planning. I started my Administration career in my hometown of Newcastle in 2009 with an accounting firm as a receptionist and moved into another role in late 2011 which was the beginning of my career in Financial Planning.  I have stayed in the financial planning world ever since.

I am currently in the middle of studying for my Financial Planning Level 1 formerly known as Diploma of Financial Planning. While I don’t intend on becoming a planner I feel that this qualification will allow me to better understand the industry and will ultimately help me in my role. I have a high attention to detail which I think also helps me in my role day to day and I enjoy interacting with different people. Outside of work I am an avid reader and a massive Disney fan with Mickey Mouse being my absolute favourite character.

LaurenPic

Lauren Murray

Paraplanner / Senior Administrator
Diploma of Financial Services (Financial Planning), Dip BA

Lauren has been a valued member of the Milestone team since March 2006. During this time, Lauren has progressed into a paraplanning role within the business as well as a senior administrator. Her dedication to ensure that high value service is provided to our clients, planners and staff in a timely manner is a great asset to clients and Milestone alike. Lauren assists with all aspects of client administration and management as well as providing valuable support to the financial planners.

Kristine

Kristine L'Estrange

Paraplanner & Planner
B Bus (Financial Planning)

Kristine joined the milestone team last year as a paraplanner. She has worked in the financial planning industry since 2012 after completing a Bachelor of Business (Financial Planning). She enjoys working in the industry as she finds it dynamic and challenging. She continues to build on her technical skills with the aim of positively impacting our client’s lives.
James

James Gibb

Paraplanner & Planner
BA, Adv Dip Financial Services (Financial Planning)

James joined Milestone as a paraplanner in July 2012.  He has worked in the financial services industry since 2004 including over four year's experience as a paraplanner with ClearView Wealth and recently as an Associate Adviser with Centric Wealth.  James has returned to his passion for the technical and financial modelling side of financial planning at Milestone.  James also completed his Advanced Diploma of Financial Services (Financial Planning in 2011).

Advice Implementation Team...

Kerri

Kerri Tarrant

New Business Manager

Kerri has worked in the Insurance and Financial Planning industry for 15 years including 7 years previously with Milestone Financial Services. Kerri worked in a variety of capacities throughout that time so has a solid grounding in the profession. In recent times she has worked in an Administrative/HR role for a company with businesses both locally and interstate. Kerri's friendly manner, work ethic, adaptability, discretion and "will do" approach will ensure that she gets things done.

Sheila Egan

New Business Manager

Milestone has been privileged to have Sheila as part of the team since 1994. Her skills and dedication to the highest level of professional service are highly valued as she has a methodical, detail-orientated, client-centric and "old fashioned service" approach. These attributes are essential aspects of her role as the manager of back-office implementation.

Home loan and finance/debt strategy team...

 

Ashley Crowther

Credit Advisor
Diploma of Financial Services (FMBM)

From an early age Ashley worked in his family’s business where he learnt how to interact with customers on a daily basis & ensure high customer satisfaction, as this is a major factor of small business success. He has taken this learning experience throughout the variety of industries he has worked in & continues to deliver this philosophy in his current role as a Credit Adviser (Mortgage Broker, etc). In 2012 Ashley decided he needed a new challenge and embarked on a career he was interest in, mortgages & finance.

For the past 2 years Ashley has worked as a Credit Adviser for one of the country’s most recognizable mortgage brands assisting his clients obtain professional advice on their mortgages which include; structure, lender, product, affordability and lastly interest rates. Ashley is a Credit Adviser within the Milestone Team.

Download Ashley's profile. If you would like more information about Milestone Lending Solutions, click here.

Rachelle

Rachelle Laudenbach

Mortgage & Finance Support 

Rachelle joined the Milestone team in February 2013, bringing with her many years of experience in book keeping and account management.  Rachelle assists Ashley in the Finance team. She is organised and reliable and will do the extra needed to complete the task.