AON Financial Services

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Our People

Sara Millard - Principal / Senior Adviser

Sara is the Principal and senior Adviser of Financial Horizons. She has been involved with financial services since 1993, and specialises in wealth creation, retirement planning, and business and personal risk protection. Sara caters for people of all ages who are looking to create wealth or protect their family against unforseen circumstances, and/or savers who have completed all debt and wish to provide adequate future savings and/or retirement income.

Sara is an Associate Financial Planner (AFP) of the Financial Planning Association of Australia and abides by their Code of Ethics and Rules of Professional Conduct. Sara holds the Diploma and Advanced Diploma of Financial Services (Financial Planning).

 

Adviser Profile - Sara Millard

 


 



David Millard - Senior Adviser (Retired)

David is a senior adviser of Financial Horizons (retired 2015). He has been involved with financial services since 1979, assisting clients to achieve their personal and financial goals.

While David provides a holistic service that encompasses, wealth creation, insurance and risk protection, loan referrals, estate planning, social security strategies and retirement planning, his speciality is creating sufficient future income to meet long-term retirement needs. One of the ways of funding this income is by utilising gearing strategies. Consequently, David can assist clients to unlock the equity in their home to assist in creating wealth.

David is an Associate Financial Planner (AFP) of the Financial Planning Association of Australia and abides by their Code of Ethics and Rules of Professional Conduct. David holds the Diploma and Advanced Diploma of Financial Services (Financial Planning).

 

Adviser Profile - David Millard


 

Carolyn Tanks - Client Services Manager

Carolyn joined our team in November 2009 as Client Services Manager and has an extensive background in Client Services. Prior to joining out team Carolyn was employed by the ANZ Bank as a Personal Banker. Her role is to work closely with both the Financial Planners and clients, managing client queries, administering works in progress and overseeing all client related activities.

 

Support staff are not authorised to provide advice under the Aon Hewitt Financial Advice Limited Australian Financial Services License

 


 

Tiffany Healy - Office Administrator

Tiffany joined the Financial Horizons team in March 2012.

Tiffany has a Diploma in Business along with extensive experience in customer service having worked in various industries, both in Australia and the United Kingdom.
Tiffany’s role is to oversee the administration of the office.  She serves as our initial point of contact to clients and prospective clients alike.

 

Support staff are not authorised to provide advice under the Aon Hewitt Financial Advice Limited Australian Financial Services License