Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH SYDNEY, NSW

Aaron Douglas Klumpp

18 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000327764

Aaron Douglas Klumpp is a financial adviser based in North Sydney, New South Wales, with 18 years of experience in the financial services industry. Aaron is currently authorised under Charter Financial Planning 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Advising
Securities Institute
2008
Accredited Listed Product Adviser (ASX ALPA) Program
Financial Services Institute of Australia (FINSIA)
2014
SMSF Course
University of Adelaide
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
May 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Jul 2008 - May 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register