Financial Adviser
· DEE WHY, NSW
Aaron Speelman
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318615
Aaron Speelman is a financial adviser based in Dee Why, New South Wales, with 19 years of experience in the financial services industry. Aaron is currently authorised under Count Financial Limited. Aaron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. Aaron is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Associate Diploma of Business (Accounting)
Williams Business College
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Master of Commerce (Financial Planning)
University of Western Sydney
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
TASACLv1 Commercial Law
Kaplan Professional
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education