Aaron Zelman
Financial Adviser in Caulfield, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277187
- Location
- Caulfield VIC 3162
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 26 March 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Arts (Psychology), Monash University (1999); Bachelor of Business (Management), Monash University (1999); CFP Certification 1-4 Program, Financial Planning Association of Australia (FPA) (2004); Master of Financial Planning, Royal Melbourne Institute of Technology (RMIT) (2004); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- 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 Zelman
On the Financial Advisers Register kept by ASIC, Aaron Zelman appears as a current financial adviser in Caulfield, Victoria, adviser number 000277187.
The licensee Aaron advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 26 March 2024.
According to the register, Aaron first provided financial advice in 2004. The qualifications listed for Aaron include Bachelor of Arts (Psychology) (Monash University, 1999), Bachelor of Business (Management) (Monash University, 1999) and CFP Certification 1-4 Program (Financial Planning Association of Australia (FPA), 2004).
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 Zelman a registered financial adviser?
Yes. Aaron Zelman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277187.
Which licensee does Aaron Zelman work under?
Count Financial Limited, Australian financial services licence 227232.
What can Aaron Zelman 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.