Financial Adviser
· MELBOURNE, VIC
Aaron James Walshe
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295354
Aaron James Walshe is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry. Aaron is currently authorised under First Financial 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 Master of Financial Planning from Deakin University. 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
2020
Bachelor of Commerce (Majoring in Finance)
Deakin University
2020
Bachelor of Laws
Deakin University
2020
MLL221 Corporate Law
Deakin University
2020
MLL406 Taxation
Deakin University
2021
Master of Financial Planning
Deakin University
2022
SMSF Regulations and Taxation
Kaplan
2023
Margin Lending Specialist
Kaplan
Registration History
Derivatives
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Source: ASIC Financial Advisers Register