Aaron Levi Whitehead
Financial Adviser in Bundoora, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000391482
- Location
- Bundoora VIC 3083
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 6 November 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, Deakin University (2010); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Self Managed Superannuation Funds, Kaplan Professional (2015)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Aaron Levi Whitehead
Aaron Levi Whitehead is a financial adviser in Bundoora, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000391482.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 6 November 2023.
The register records 2010 as the year Aaron first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2010), Accredited Listed Product Adviser Program (Kaplan Professional, 2014) and Self Managed Superannuation Funds (Kaplan Professional, 2015). Professional memberships recorded: SMSF Association.
Aaron is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Aaron Levi Whitehead a registered financial adviser?
Yes. Aaron Levi Whitehead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000391482.
Which licensee does Aaron Levi Whitehead work under?
Count Financial Limited, Australian financial services licence 227232.
What can Aaron Levi Whitehead give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.