Aaron McInnes
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326259
- Location
- Deakin ACT 2600
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 25 February 2011
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2013); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- MFAA - Mortgage & Finance Association of Australia
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Aaron McInnes
Aaron McInnes is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deakin, Australian Capital Territory (adviser number 000326259).
The licensee Aaron advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 25 February 2011.
The register records 2011 as the year Aaron first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011), Diploma of Finance and Mortgage Broking Management (Kaplan Higher Education Pty Limited, 2013) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017). Professional memberships recorded: MFAA – Mortgage & Finance Association of Australia.
Aaron is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Aaron McInnes a registered financial adviser?
Yes. Aaron McInnes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326259.
Which licensee does Aaron McInnes work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Aaron McInnes 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."