MILESTONE FINANCIAL SERVICES - Key Persons
Job Titles:
- Senior Financial Adviser, Mortgage Adviser, Debt Strategist, Partner and Investment Committee
Job Titles:
- Client Services Administrator
Job Titles:
- Senior Financial Adviser and Head of Milestone 's Investment Committee
Andrew Boulds has given me the most sound financial advice, over the last 13 years. His advice and actions have completely turned around my financial circumstances. I have now ceased full time employment in a very sound, stress free financial position. It is my greatest pleasure to recommend Andrew and Milestone Financial in the highest possible terms.
Job Titles:
- Paraplanning Administrator
Crystal joined the Milestone team around the end of 2022. Prior to commencing her role as a paraplanning administrator at Milestone, Crystal graduated from the Australian National University with a Bachelor of Commerce, majoring in Finance and International Business.
With her previous administration experience, Crystal will endeavour to bring the best standards of work to Milestone. With her enthusiasm, Crystal wishes to become a good and dedicated future leader in the Finance industry. During her spare time, Crystal enjoys singing karaoke, hanging out with family and friends, and food hunting!
Meet Diana, Andrew's Relationship Manager at Milestone. Diana seamlessly transitioned into her role with a background in administration and personal assistance. With a degree in Psychology (Maj. Business), she's passionate about understanding individual needs. Diana ensures a smooth client experience, paying attention to details. Outside of work, she enjoys fashion sketching and hikes. Diana brings a unique blend of organizational expertise and human understanding to enhance your Milestone experience.
Job Titles:
- Company Director
- Senior Financial Adviser
Job Titles:
- Associate Adviser and Investment Committee
Meet Diana, Andrew's Relationship Manager at Milestone. Diana seamlessly transitioned into her role with a background in administration and personal assistance. With a degree in Psychology (Maj. Business), she's passionate about understanding individual needs. Diana ensures a smooth client experience, paying attention to details. Outside of work, she enjoys fashion sketching and hikes. Diana brings a unique blend of organizational expertise and human understanding to enhance your Milestone experience.
Job Titles:
- Senior Financial Adviser and Investment Committee
Job Titles:
- Company Director
- Senior Financial Adviser
Job Titles:
- Manager of Client Services