Milestone Financial Services
Eternity House, 4 Campion Street, Deakin, Act, Australia
Company Profile
Industry:Financial Services
Site:milestonefinancial.com.au
Description:At Milestone Financial Services, we take a Lifestyle approach to financial planning. We do this by helping you clarify the goals you want to achieve in your life, attribute a cost to those goals and then set about helping you reach them.
We become your "Financial Coach," providing you with the advice you need right now to grow yourself and your wealth.
We call this Lifestyle by Design. Our focus on YOU and your lifestyle goals, dreams and aspirations is what makes Milestone Financial...
Founded:1997
Company size:11-50 employees
Former Employees
| Position at Milestone Financial Services | Next job position | |
|---|---|---|
| Gbolahan Fagbodun | Management AccountantMay 2010 - Jul 2011 |
Allied Barton Security ServicesSecurity/ Console Officer Since Jul 2012 |
| James Tournier | Loan Officer2002 - 2010 |
|
| Jeronnie Mcdougald | Stock BrokerSep 2000 - Mar 2001 |
Rubin and Rothman LLC Since Jun 2010 |
| John Hayes | Client Service & Trading Operations MgrNov 2005 - Jan 2007 |
Bay Area Self Defense Clinic LLCInstructor Since Jan 2012 |
| Kate Cleary | Business ManagerApr 2007 - Sep 2008 |
Warren Metropolitan Housing AuthorityPublic Housing Manager Since Jan 2010 |
| Katerina Katolis | Executive AdminApr 2005 - Aug 2008 |
Synergy Investment GroupExecutive Administrative Assistant Since Oct 2009 |
| Keith Svendby | PresidentSince 1996 |
LPL FinancialFinancial Advisor Since May 2011 |
| Lori Pescatore | Administrative Assistant2003 - 2005 |
TD BankCustomer Service Representative Since Aug 2011 |
| Sandy Azcona | Regional DirectorMar 2003 - May 2005 |
ADPClient Service Unit Manager Since Jun 2007 |
| Tammie Ruffin | Office AssistantFeb 2004 - Mar 2004 |
Tammie's T.O.Y Box DaycareDaycare Provider Since Jan 2012 |