Financial Adviser
· BUNDOORA, VIC
Aaron Levi Whitehead
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000391482
Aaron Levi Whitehead is a financial adviser based in Bundoora, Victoria, with 16 years of experience in the financial services industry since 2010. Aaron is currently authorised under Count Financial Limited, operating through Count Financial. Aaron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aaron's qualifications include a Bachelor of Commerce from Deakin University. Aaron is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
Deakin University
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2015
Self Managed Superannuation Funds
Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
This financial adviser is not authorised to give advice in SMSF.
Source: ASIC Financial Advisers Register