Aaron Walters
Financial Adviser in Mermaid Beach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004036
- Location
- Mermaid Beach QLD 4218
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 17 January 2022
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Finance), Southern Cross University (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Aaron Walters
Aaron Walters is a financial adviser in Mermaid Beach, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001004036.
The licensee Aaron advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 17 January 2022.
According to the register, Aaron first provided financial advice in 2007. Qualifications and training on file include Bachelor of Business (Finance) (Southern Cross University, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012).
Aaron is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Aaron Walters a registered financial adviser?
Yes. Aaron Walters is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004036.
Which licensee does Aaron Walters work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Aaron Walters give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."