“TEAMWORK divides the tasks & multiplies the SUCCESS“
Milestone Financial Planners provide strategic planning to clients all over Australia.
We run an efficient operation thanks to the support staff and Financial adviser, Rosie Hicks. Each one is as valuable and contributes to the success of this company.
Our diversified client base is continually expanding. Our clients include farming families, small and medium businesses in various industries (retail, manufacturing, hospitality, wholesaling, transport, building and construction) as well as professional areas.
Even as our clients relocate or go in new directions, we work alongside them and continue to provide financial planning advice and services.
We maintain our role as trusted financial advisers.
Our enthusiasm for our work means you get a friendly team of professionals eager to use their experience and expertise to help you succeed in your business and secure your financial future.
We are licensed to the privately owned FYG Planners Group which has over $3 billion in funds under management.
Our team is made up of talented and experienced people, who are easy to deal with and committed to service.
We aim to understand our clients and we appreciate the trust our clients place in our firm. We never compromise on acting for our clients and we uphold the highest professional standards at all times.
Your financial success and security, as well as our business success, are absolutely linked through every day of our ongoing relationship.
Our Professional Team
Representative No 345649,
Credit Representative No 419719,
Cert. F.P, SMSF Specialist Adviser, Registered Tax Agent, Chartered Accountant, FCA, B.Ec (Hons), JP
Director, Financial Adviser
Rosie is the Director and owner of Milestone Financial Planners and an Authorised Representative of FYG Planners. Rosie has been involved with financial services since 2005.
In addition to being a Financial Advisor, Rosie is a Fellow of Chartered Accountants ANZ, a SMSF Specialist Advisor™, Registered Tax Agent and a Justice of the Peace.
Through her role as a Financial Advisor, Chartered Accountant and Registered Tax Agent, Rosie is in a unique position to offer holistic advice on investments, tax effective investment structures, taxation, asset protection, business succession, superannuation, SMSF, retirement planning, philanthropic activities, cash flow management, estate planning and financial services to clients simultaneously. Rosie attends regular training in both financial planning, superannuation and taxation to keep abreast of changes.
Rosie is strongly focused on pre and post retirement planning with an emphasis on superannuation, self-managed superannuation funds, business succession and the delivery of retirement income streams. Rosie also seeks to provide cost efficient insurances tailored to business and individual circumstances.
Rosie is married to Richard, and over 30 plus years ago, traded life in the big smoke to shape their lives for a less hectic pace in Regional New South Wales. Together they have three children, all now happily married. When not in the office, Rosie and Richard own and operate a sheep grazing property and understand first hand the joy and trials that come with the freedom of living in rural Australia.
Rosie is passionate about gardening, and Richard is ever supportive of her passion and drive.
Financial Planning Support Staff
Practice Operations Manager