B.Comm, B. Laws, ADFS, AFP
Head of Financial Planning
Department: Financial Planning
Aaron started his career in financial planning in 2007, moving to Bongiorno in 2015. Having worked in a small boutique firm and a large corporate licensee, he has the experience to service clients at all stages of life.
He holds a Bachelor of Commerce (majors in Accounting and Finance) and a Bachelor of Laws from the University of Sydney. After graduating, he also completed the Advanced Diploma of Financial Services. Aaron has also met all new education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA).
Aaron’s strength is in presenting clear financial strategies that place his clients in the best position to achieve their goals. He does this by listening to their needs and desires, creating a holistic solution and working collaboratively with other professionals.