Alistair Milne
BCom DipFP MSAFAA MAICD
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
Stockbroking
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)
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Member AICD (Australian Insititute of Company Directors)
Competencies
Derivatives Level 1
Margin Lending
Generic
Life Insurance
Superannuation
Financial Planning
Managed Investments
Securities
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.
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.
