Financial Adviser
· WEST PERTH, WA
Aaron John Duncombe
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000425095
Aaron John Duncombe is a financial adviser based in West Perth, Western Australia, with 14 years of experience in the financial services industry. Aaron is currently authorised under Globe Financial Planning 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia. 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
2010
Bachelor of Commerce (Economics and Finance)
Curtin University
2011
Diploma of Financial Services (Financial Planning FNS 50804)
Kaplan
2014
Advanced Diploma of Financial Planning (FNS60410)
Kaplan
2018
Master of Financial Planning
Kaplan
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Certified Financial Planner (CFP)
Financial Planning Association of Australia
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised to provide personal advice on Standard Margin Lending
Not authorised to provide personal advice on Standard Margin Lending.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register