Leo Milton

Financial Planner (General Advice)

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.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Don’t be scared. Home is only ever a day away.

What’s the best thing about living in Australia?

The lifestyle/quality of life. Everybody understands and appreciates a work/life balance.

What gives you the most satisfaction about your work?

Speaking to different people daily. Helping people build towards financial freedom.

What’s the best thing about working for bdhSterling?

The relationships all across the company are strong. Everyone’s opinion is valued.

What do you miss about living in the UK?

Mother Milton & Percy Pigs.

Why did you move from the UK?

To live the dream of working and going to the beach at the weekend.