Aaron Speelman
Financial Adviser
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About
Aaron Speelman is an ASIC-registered financial adviser dedicated to helping clients in Dee Why, NSW, and beyond achieve their financial goals. With a solid foundation built upon an Associate Diploma of Business (Accounting) from Williams Business College and a Master of Commerce (Financial Planning) from the University of Western Sydney, Aaron combines academic rigour with practical experience to deliver tailored advice. Aaron's qualifications also include a Diploma and Advanced Diploma of Financial Services (Financial Planning), Tier 1 Margin Lending accreditation, the Accredited Listed Product Adviser Program, and TASACLv1 Commercial Law certification. As a member of the Financial Advice Association of Australia (FAAA), Aaron adheres to the highest ethical and professional standards. He recently completed FPC002B Ethics and Professionalism in Financial Advice in 2024, demonstrating his commitment to ongoing professional development. Authorised to provide advice on a comprehensive 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 offers holistic financial solutions to meet diverse needs. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Aaron Speelman today for a consultation and discover how personalised financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Aaron Speelman provide?
Aaron Speelman is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He offers comprehensive financial solutions tailored to your individual needs.
What qualifications does Aaron Speelman have?
Aaron holds an Associate Diploma of Business (Accounting), a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Master of Commerce (Financial Planning), Tier 1 Margin Lending accreditation, the Accredited Listed Product Adviser Program, TASACLv1 Commercial Law certification, and recently completed FPC002B Ethics and Professionalism in Financial Advice.
How does Aaron Speelman develop a financial plan for his clients?
Aaron works closely with his clients to understand their financial goals, risk tolerance, and current financial situation. He then develops a personalised financial plan that outlines strategies to help them achieve their objectives. This plan is regularly reviewed and adjusted as needed.
What professional memberships does Aaron Speelman hold?
Aaron is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial advice industry.
What can I expect during my first meeting with Aaron Speelman?
During your initial consultation with Aaron, you can expect a friendly and informative discussion about your financial goals and current situation. He will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Aaron is the right financial adviser for you.
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