About

Aaron has been a financial adviser for over 7 years and is based in Sydney.

He enjoys working with business owners to get financially well-organised and transition business success into personal and family wealth.  Aaron helps affluent family groups plan for the future and assist with intergenerational transitions of wealth.

Aaron holds a Graduate Diploma of Financial Planning and is a Super Concepts SMSF Specialist Adviser.

Qualifications & Memberships

  • Cert III in financial services
  • Securities and Managed Investments Program – Deakin University
  • Diploma of Financial Planning – Kaplan
  • Graduate Diploma of Financial Planning – Kaplan
  • TASACLV Commercial Law – Kaplan
  • SMSF Specialist Adviser – Super Concepts