A city skyline at night with a boat in the water.
Alistair Milne

Alistair Milne

Authorised representative number: 000259949

Senior Private Client Adviser / Partner of Milton and Springfield-Ipswich Office

I provide objective advice based on informed analysis, prudent judgement and diligent effort. I filter the white noise and provide you with objectivity and guidance to help you make meaningful decisions.
Alistair has a passion for investing. His approach is to combine careful and strategic financial planning around investments and tax-effective investment structures. With over a decade of experience in the financial services industry, Alistair helps educate his clients to structure their investments through sound management of their financial resources.

Investment Style

Alistair is an investor in listed Australian equities, with an objective to deliver a rising stream of fully franked dividends, and to provide capital growth and preserve capital. His investment strategy is concentrated mostly on selecting value-based ASX-listed equities that have a history of sound management and robust business models, which involves detailed discussions with management of the business entity and its competitors.

Services and Specialties

Self-Managed Super Funds
Wealth Management
Financial Planning
Superannuation Advice
Retirement and Estate Planning

Qualifications and Professional Affiliations

Ethics and Professional Relationships
Bachelor of Commerce
Diploma of Financial Services (Financial Planning)


Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Member AICD (Australian Insititute of Company Directors)


Derivatives Level 1
Margin Lending
Life Insurance
Financial Planning
Managed Investments
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary and percentage of fees.