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.
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.
Spring Magazine is excellent communication and presentation - A1 - a credit to whole team. Included great article for parents on preparing budgets for schooling costs - Well done John
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2009
- Years of experience 13
- Advanced Diploma of Financial Planning
Collective Wealth AdvisersSuite 4B, 19 Lang Parade
Milton, QLD 4064
- 8:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd