Financial Adviser
· GEELONG, VIC
Aaron Kelleher-jones
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003230
Aaron Kelleher-jones is a financial adviser based in Geelong, Victoria, with 21 years of experience in the financial services industry. Aaron is currently authorised under Boston Reed 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca. 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Superannuation Funds
Kaplan
2014
Advanced Self Managed Super Funds Program
Kaplan
Registration History
EVERMORE MONEY MANAGEMENT PTY LTD
Not able to deal in derivatives.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register