Steven Milios
Financial Adviser
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About
Steven Milios is an ASIC-registered financial adviser dedicated to helping individuals and families in Magill, SA, achieve their financial goals. With over two decades of experience in the financial services industry, Steven brings a wealth of knowledge and a commitment to providing personalised, strategic advice. Steven's qualifications include a Cert III in Financial Planning from The Australian Institute of Financial Studies, along with specialised training in Insurance Planning, Superannuation & Retirement Planning, and Investment Planning. He is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting his dedication to upholding the highest ethical and professional standards. As an authorised financial adviser, Steven can provide expert guidance on a range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance). He works closely with his clients to develop tailored strategies that address their unique circumstances and aspirations. Key services offered include: • Superannuation advice and planning • Insurance needs analysis and solutions • Investment planning for long-term growth • Retirement planning strategies • Risk management and wealth protection Ready to take control of your financial future? Contact Steven Milios today for a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Steven Milios offer?
Steven Milios specialises in superannuation advice, insurance solutions (Investment Life Insurance and Life Risk Insurance), investment planning, and retirement planning. He provides tailored advice to help you achieve your specific financial goals.
What are Steven Milios' qualifications and experience?
Steven Milios holds a Cert III in Financial Planning and has completed specialised training in insurance, superannuation, and investment planning. He has been working in the financial services industry for over 20 years.
How does Steven Milios approach financial planning?
Steven takes a personalised approach, working closely with each client to understand their individual circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives.
What can I expect during a consultation with Steven Milios?
During your initial consultation, Steven will take the time to understand your financial situation, goals, and concerns. He will then provide an overview of how he can help you and outline the next steps in the financial planning process.
Why should I choose Steven Milios as my financial adviser?
Steven Milios offers over 20 years of experience, a commitment to personalised service, and a comprehensive understanding of financial planning. As a member of the FAAA, he upholds the highest ethical and professional standards, ensuring you receive trustworthy and reliable advice.
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