Financial Adviser · MERMAID BEACH, QLD

Aaron Walters

19 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001004036

Aaron Walters is a financial adviser based in Mermaid Beach, Queensland, with 19 years of experience in the financial services industry. Aaron is currently authorised under Alliance Wealth 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 Business (Finance) from Southern Cross University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business (Finance)

Southern Cross University

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jan 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Commonwealth Financial Planning Limited

Nov 2007 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF

Source: ASIC Financial Advisers Register