Aaron Trombetta

William Buck (SA) Pty Ltd

Gold
7 Yrs Experience
Adelaide, SA 5000
Growing up in a family business, Aaron learnt early in life the importance of hard work, commitment and building strong relationships. These values underpin Aaron’s approach to client work, taking the time to understand his clients’ needs before providing them with meaningful advice, support and guidance. Highly empathetic and a good listener, Aaron is able to relate to people no matter what their circumstances or stage of life. He believes that having a plan is essential in securing financial independence and freedom, but recognises that you also have to be ‘flexible and adaptable’ to enjoy the unpredictable journey of life. Aaron has more than 15 years’ experience in the finance industry and specialises in debt reduction, tax minimisation, superannuation strategies, personal risk insurance and investment advice. Aaron is a key member of the firm’s Investment Committee, providing insight and views on asset allocation and investment decisions that is applied to William Buck’ client’s funds. Aaron also chairs the Wealth Advisory IT Committee improving processes that result in delivering more efficient advice documentation and understanding fintech solutions. For Aaron, helping clients achieve a secure financial future is what makes the job so rewarding.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial appointments are free to assess the need for advice. If formal advice is required then the fee is priced based on the complexity of the work and value we can offer. Depending on the client the fee can be a retainer or once off advice

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

William Buck (SA) Pty Ltd

Level 6, 211 Victoria Square
Adelaide, SA 5000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

William Buck (Sa) Pty Ltd

AFSL 230637

4.95
10 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Aaron has given me complete peace of mind for my financial future. He is extremely professional and prompt at answering all my questions. I feel very fortunate to have his advice and confident about my future ahead"

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron takes time and care in presenting financial advice, which he has researched well. He is also very easy to contact and responds to our queries promptly."

  • Superannuation
  • Retirement & Pension
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Could not be happier with him, he is always available & willing to discuss all our concerns. He regularly reviews are needs and plans for the future. He seems to be interested in us & is sensitive to our needs. We are very comfortable with our dealings with him & intend to continue using his expertise"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Aaron always responds to my calls on the same day, he is friendly, very helpful and clear in his explanations . I like the fact that he is proactive and provides the necessary information which gives me confidence in my investments. He also takes an interest in who I am and what I do, this is one of his great strengths."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron reduces the complexity of financial and tax implications and makes understating of the world of finances easier to grasp. I have confidence in his management of our finances so that my husband and I get maximum benefit from our retirement investments."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron is able to discuss all aspects of retirement, not only superannuation, but funding projects, estate planning and wills and issues about emerging technologies such as Blockchain, criptocurrency and future planning for my retirement and family."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron has been very attentive to our financial planning needs over a number of years including advice on quite complex estate planning and taxation arrangements.He has always been prompt in responding to our enquiries and as a consequence we have unreservedly recommended him to members of our family and friends. He is friendly and approachable and willing to explain things in simple terms to our satisfaction."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron has allowed us to move into our retirement with complete confidence in his ability to manage our affairs. He has provided information that has proven to be beneficiall to our needs, more importantly in language we are able to understand. In all dealings with Aaron we have found his manner and approach respectful. Aarons knowledge of products to suit our needs has been exemplary. Jackie Fairlie and Colin Liston."

  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron is a fantastic advisor and I couldn’t recommend him highly enough. Aaron really gets to know you as a person and your needs. He is great with communication and I really trust his advice. We have been clients of Aaron’s for a number of years now and will continue to be for the foreseeable future. It is rare to come accross someone who not only has Aaron’s expertise but also his friendly, engaging manner and exemplary customer service!"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aaron is an excellent advisor. Would recommend him highly."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2002

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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