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