Leo Milton
Financial Planner (General Advice)
Leo's qualifications
At work
Leo joined us in October 2019 having already spent a year working in finance in Sydney. His role involves speaking to potential clients to gain an insight into how we can best help with their requirements. Leo works with the financial planners to deliver seamless meetings and build strong relationships.
Leo first began working in finance in 2016 while living in Geneva, Switzerland. He is a keen fitness enthusiast, having recently completed a marathon and an 850km cycle to Byron in the name of charity.