Aaron Steer

Collective Wealth Advisers

Silver
13 Yrs Experience
Milton, QLD 4064

Aaron leads the Collective Wealth Advisers financial planning team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented.

Aaron has a strong focus on pre-retirement planning, investment management and direct equity portfolio management.  He is an SMSF Specialist adviser.  Aaron holds a Fellow Chartered Financial Planner designation. He has recently been recognised as the National Adviser of the Year (FPW).

Aaron’s ability to explain complex financial situations in easy to understand language helps build the trust that is so important in a professional relationship.  Aaron has been admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

We utilise a wide range of service arrangements according to the clients specific objectives and needs. We will always strive to implement a service arrangement that all parties are comfortable with.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Collective Wealth Advisers

Suite 4B, 19 Lang Parade
Milton, QLD 4064

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306