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

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

Sort by

5.00

"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"

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Aaron Steer profile photo

Aaron Steer responded on April 2016

"Thanks for your feedback John. The Investment Solutions Magazine has always been a popular information tool for our clients and has been very well received. Great to hear!"

5.00
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Aaron Steer profile photo

Aaron Steer responded on September 2015

"Thanks for your feedback Rebecca. Appreciate it."

Showing reviews 1—2 of 2

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

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
Cavendish Superannuation
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Aaron's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Aaron able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Aaron's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Aaron to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Aaron?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Aaron provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Aaron may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Aaron Steer
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens