Financial Adviser
· NEWCASTLE, NSW
Aaron Demery
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000471309
Aaron Demery is a financial adviser based in Newcastle, New South Wales, with 11 years of experience in the financial services industry. Aaron is currently authorised under Infinity Management Pty Ltd. 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 Bachelor of Commerce from The University of Newcastle. 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
2014
Diploma
- Kaplan
2015
922 Derivatives
- Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2018
Bachelor of Commerce
The University of Newcastle
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional