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Aaron Downey

Financial Adviser

PlanRight Financial Services Pty Ltd
Canberra, ACT 2601

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About

Aaron Downey is an ASIC-registered financial adviser based in Canberra, ACT, committed to helping clients achieve their financial goals through personalized and comprehensive advice. With a Bachelor of Commerce from the University of Canberra (1999) and advanced qualifications from Kaplan Professional Education including Margin Lending and Geared Investments (2011), Self Managed Superannuation Funds (2012), an Advanced Diploma of Financial Planning (2015), and a Diploma of Financial Planning (2016), Aaron possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA), Aaron adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Aaron's key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Aaron today to schedule a consultation and discuss your specific needs and objectives.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000519569

Verify on ASIC Register

Authorised Representative Number

000268816

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Aaron Downey offer?

Aaron Downey provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, and investments.

What qualifications does Aaron Downey have?

Aaron Downey holds a Bachelor of Commerce from the University of Canberra, a Margin Lending and Geared Investments certification, a Self Managed Superannuation Funds certification, an Advanced Diploma of Financial Planning, and a Diploma of Financial Planning from Kaplan Professional Education.

How does Aaron Downey work with clients to develop a financial plan?

Aaron works closely with clients to understand their individual circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives, providing ongoing support and guidance along the way.

What should I expect during my first meeting with Aaron Downey?

During your initial consultation, Aaron will discuss your current financial situation, your goals, and your concerns. This meeting is an opportunity for you to get to know Aaron and for him to understand your needs so he can determine how best to assist you.

Is Aaron Downey a member of any professional associations?

Yes, Aaron Downey is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Aaron directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.