Financial Adviser
· SOUTH MELBOURNE, VIC
Kay Rose Aarons
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000223512
Kay Rose Aarons is a financial adviser based in South Melbourne, Victoria, with 38 years of experience in the financial services industry. Kay is currently authorised under Strategic Financial Solutions Pty Ltd. Kay 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 Certified Financial Planner from Financial Planning Association. Kay is a member of Association of Real Return Investment Advisers Limited, Financial Advice Association of Australia (FAAA) and Tax Practitioner Board.
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
1988
Australian Certificate of Investment Planning
Securities Institute
1996
Diploma of Financial Planning
Securities Institute
1998
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Kaplan
2021
Financial Adviser Exam
FASEA