Kay Rose Aarons
Financial Adviser in South Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000223512
- Location
- South Melbourne VIC 3205
- Licensee
- Strategic Financial Solutions Pty Ltd (AFSL 222828)
- Authorised since
- 12 September 2002
- First provided advice
- 1988
- Qualifications
- Australian Certificate of Investment Planning, Securities Institute (1988); Diploma of Financial Planning, Securities Institute (1996); Certified Financial Planner, Financial Planning Association (1998); Ethics and Professionalism in Financial Advice, Kaplan (2020); Financial Adviser Exam, FASEA (2021)
- Memberships
- Association of Real Return Investment Advisers Limited; Financial Advice Association of Australia (FAAA); Tax Practitioner Board
- 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 Kay Rose Aarons
Kay Rose Aarons is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Melbourne, Victoria (adviser number 000223512).
Advice is given under the Australian financial services licence of Strategic Financial Solutions Pty Ltd, licence number 222828. That authorisation dates from 12 September 2002.
According to the register, Kay first provided financial advice in 1988. The qualifications listed for Kay include Australian Certificate of Investment Planning (Securities Institute, 1988), Diploma of Financial Planning (Securities Institute, 1996) and Certified Financial Planner (Financial Planning Association, 1998). Kay is recorded as a member of Association of Real Return Investment Advisers Limited, Financial Advice Association of Australia (FAAA) and Tax Practitioner Board.
Kay 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 Kay Rose Aarons a registered financial adviser?
Yes. Kay Rose Aarons is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000223512.
Which licensee does Kay Rose Aarons work under?
Strategic Financial Solutions Pty Ltd, Australian financial services licence 222828.
What can Kay Rose Aarons 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.