DIRECTOR & PRINCIPAL FINANCIAL PLANNER
Aaron leads our Statewide Wealth Group financial planning team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented.
Aaron has a strong focus on families, pre-retirement planning and is an SMSF Specialist adviser.
Aaron’s ability to explain complex financial situations in easy to understand language helps build the trust that is so important in a professional relationship. Aaron has been admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession.