Aaron Roberts
Trestle Planning
Gold
18 Yrs Experience
Fortitude Valley, QLD 4006
Aaron Roberts began Financial Planning in 2006 alongside Keith Roberts as part of a successful and experienced financial planning team. Aaron specialises in tax-effective investing and retirement planning plus aged care advice. He is also a Justice of the Peace (JP Qual).
Aaron’s spare time is spent being an uber driver for his daughter and camping by a beach. His career as a professional triathlete is being impacted on by advancing years and work commitments.
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2008
- Years of experience 18
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Trestle Planning
Suite 40, Level 7, 269 Wickham StFortitude Valley, QLD 4006
Opening hours
- 9:00am – 4:30pm Monday – Thursday
- 9:00am – 4:00pm Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
